AdminReshma
(Community Manager, Zoho Corporation)
My feedback
97 results found
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3 votes
An error occurred while saving the comment -
14 votes
An error occurred while saving the comment Hello All,
We have added an option to enable HSN/SAC wise tax summary in invoices. Currently, it is available in Spreadsheet and Spreadsheet Plus invoice templates.
To enable this,
Navigate to Settings -> Templates-> Edit the template -> Click on Total in the left panel and Scroll down -> Enable the 'Show HSN/SAC Summary -> Click on Save.
Please note that the HSN/SAC field needs to be enabled in Item Preferences for the HSN/SAC summary to be displayed in the invoice.
To do that,
Navigate to Settings -> Preferences-> Items -> Enable 'Would you like to enable HSN or SAC field?' option -> Click Save.
If you have any queries, please feel free to write to support.india@zohobooks.com
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1 vote
Hi there,
We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.
In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com
Regards,
ReshmaAn error occurred while saving the comment Hi there,
Can you please drop an email to support[at]zohoinvoice[dot]com with a screenshot of the 'Contacts' section of your account? Our support team shall take a closer look at your account and help you quickly on this.
Regards,
Reshma -
20 votes
Hi,
We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when the bank is available for connection in Zoho Books.
Regards,
An error occurred while saving the comment Hi,
We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when the bank is available for connection in Zoho Books.
Regards,
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36 votes
An error occurred while saving the comment Hi there,
As of now you will be able to receive payments for Invoice through PayUMoney wallet using Razor Pay integration in Zoho Books.
Regards.
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7 votes
Hi,
A site request has been raised for Allahabad corporate account and you will be notified once the bank is available in Zoho Books.Regards,
An error occurred while saving the comment Hi,
A site request has been raised for Allahabad corporate account and you will be notified once the bank is available in Zoho Books.
Regards,
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3 votes
An error occurred while saving the comment Hello Mrinal,
Regarding the search functionality, we can enable the 'contains' search from our end that let you search better. Please mail us to support@zoho-inventory.com with the org ID for which you would like this functionality to be enabled.
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23 votes
Hi everyone!
We have come up with a video on Tally migration. This video is a step by step guide for migrating your data from Tally to Zoho Books. You’ll be seeing how you can bring in your Tally data into Zoho Books effortlessly. If you have any queries, you can right to us at support.india@zohobooks.com
https://www.youtube.com/watch?v=Vz4I4rvwFWI&feature=youtu.be
Thank you.
An error occurred while saving the comment Hi everyone!
We have come up with a video on Tally migration. This video is a step by step guide for migrating your data from Tally to Zoho Books. You’ll be seeing how you can bring in your Tally data into Zoho Books effortlessly. If you have any queries, you can right to us at support.india@zohobooks.com
https://www.youtube.com/watch?v=Vz4I4rvwFWI&feature=youtu.be
Thank you.
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32 votes
Hi everyone!
We have come up with a video on Tally migration. This video is a step by step guide for migrating your data from Tally to Zoho Books. You’ll be seeing how you can bring in your Tally data into Zoho Books effortlessly. If you have any queries, you can right to us at support.india@zohobooks.com
https://www.youtube.com/watch?v=Vz4I4rvwFWI&feature=youtu.be
Thank you.
An error occurred while saving the comment Hi everyone!
We have come up with a video on Tally migration. This video is a step by step guide for migrating your data from Tally to Zoho Books. You’ll be seeing how you can bring in your Tally data into Zoho Books effortlessly. If you have any queries, you can right to us at support.india@zohobooks.com
https://www.youtube.com/watch?v=Vz4I4rvwFWI&feature=youtu.be
Thank you.
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9 votes
An error occurred while saving the comment Hi Pankaj,
We do not have this in our immediate plans for Zoho books but we would suggest you to take a look at Zoho Inventory. They have the display of stocks in the dashboard.
This would be helpful for you. For the inventory value we would suggest you to take a look our inventory valuation report for now.
Hope this helps.
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21 votes
Hi there.
We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.
This way you can customise it for each of your templates separately.
Hope this helps.
An error occurred while saving the comment Hi there.
We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.
This way you can customise it for each of your templates separately.
Hope this helps.
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482 votes
Hi there,
We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.
https://www.zoho.com/in/books/help/items/advanced-inventory.html
Regarding your requirements,
1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html
2- We have default shipping status based on the carrier in Zoho Inventory
You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html3- You can use the custom function feature to calculate the sales commission.
4- sales profile and commission rate linked to different items – We currently do not have this option
5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com
6- We are working on item category in Zoho Inventory and will definitely update you.
If you have any further questions you can write to support@zohobooks.com
An error occurred while saving the comment Hi Franco,
We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.
https://www.zoho.com/in/books/help/items/advanced-inventory.html
Regarding your requirements,
1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html
2- We have default shipping status based on the carrier in Zoho Inventory
You can refer this link - https://www.zoho.com/in/inventory/help/sales-orders/shipments.html3- You can use the custom function feature to calculate the sales commission.
4- sales profile and commission rate linked to different items - We currently do not have this option
5 - search of the items should be enhanced - For queries on this you can send us an email at support@zohobooks.com
6- We are working on item category in Zoho Inventory and will definitely update you.
If you have any further questions you can write to support@zohobooks.com
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3 votes
An error occurred while saving the comment Hello Vijay,
If the items are taxable, then it would be right to show the tax in Delivery Challan. Based on the support query you had raised with us, your scenario was based on taxable items.
If you have any out of scope scenario with respect to Delivery Challan, please let us know, we can check the feasibility.Delivery Challans do not have Billing Address like Invoice and hence we do not have the option to copy the Billing Address.
Please write to us at support.india@zohobooks.com in case of any clarifications.
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0 votes
Hi Debbi,
You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.
Hope this helps.
Thank you.
An error occurred while saving the comment Hi Debbi,
You can go to the contact and click on the More option-> Email Contact -> there will be an option to send the outstanding emails to the customer.
Hope this helps.
Thank you.
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2 votes
An error occurred while saving the comment Hi Doug,
You can choose the option to categorise a transaction manually in the banking section and select category as customer payment. You can then choose to send a thank you not when you scroll down while categorising itself.
We currently do not have this option while matching it directly. You can use this as a workaround and we will update once this feature is implemented.
Thank you.
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1 vote
We have initiated work on this particular feature
An error occurred while saving the comment Hi Vignesh,
Thank you for writing to us.
We have initiated work on this particular feature. We will keep you updated on the status.
Meanwhile, if you have any other suggestions or ideas to share then, feel free to write to us.
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9 votes
We need some more information to further understand this query
An error occurred while saving the comment Hi Jeff,
Thank you for writing to us.
Currently, in price lists, you can round off the figure to the nearest whole number. Have you tried that option? Can you share with us a scenario which can further help us to identify the issue and understand what the exact requirements of your business are?
I will get in touch with the team and get more insights on this query.
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1 vote
I have asked the customer to send us a mail at, support@zoho-inventory.com, to know more about the requirements.
An error occurred while saving the comment Hi there,
Thank you for writing to us.
Can you kindly send us an email at, support@zoho-inventory.com, mentioning your requirement and queries? Also, kindly share your contact number in the email so that, our customer support team will get in touch with you at the soonest and resolve the problem.
Hope this helps.
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12 votes
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3 votes
An error occurred while saving the comment Hi Luis,
Thank you for your patience.
As per your suggestion, we have made the change in the translation. It would be great if you can take a look at it and let us know if it's fine.
We appreciate your suggestions, and we are always on the lookout for more. So, feel free if you wish to suggest some more ideas.
An error occurred while saving the comment Hello Luis,
Thank you for bringing this to our notice.
We have initiated the request, and our team is currently looking after it. We are constantly in touch with the team and expect to hear from them very soon. We will keep you informed of the latest updates.
Meanwhile, if you come across any more such instances, feel free to contact us.
Hi,
Please contact us at support@zoho-inventory.com
Regards,
Team Inventory