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AdminReshma (Community Manager, Zoho Corporation)

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  1. 13 votes
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    2 comments  ·  Zoho Books » Items  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi,

    Thanks for posting.
    Is it the ability to add items to time entry or project along with the time entries? Please clarify. One example with your requirement would greatly help.

  2. 1 vote
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Everyone,

    Zoho Invoice now supports SEPA Payments through GoCardless. You'll find more information here.

    https://www.zoho.com/uk/invoice/help/integrations/online-payments.html#gocardless

    Regards,
    Reshma

  3. 253 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Everyone,

    Zoho Invoice now supports SEPA payments through GoCardless. You'll find more information here:
    https://www.zoho.com/uk/invoice/help/integrations/online-payments.html#gocardless

    Regards,
    Reshma

    AdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
  4. 14 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello Everyone,

    You can now permit your TimesheetStaff to record expenses for associated project(s).

    To know more- https://www.zoho.com/invoice/kb/timesheet/users-add-expense.html

    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohoinvoice[dot]com.

  5. 14 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello Everyone,

    You can now permit your TimesheetStaff to record expenses for associated project(s).

    To know more- https://www.zoho.com/books/kb/timesheet/users-add-expense.html

    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

  6. 1 vote
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    0 comments  ·  Zoho Books » Payments  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
  7. 13 votes
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    3 comments  ·  Zoho Books  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello Everyone,

    You can associate customers to Bills or expenses and later invoice them for the same.

    User guide link - https://www.zoho.com/books/help/bills/#bill-customer

    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

  8. 4 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello Everyone,

    You can associate customers to Bills or expenses and later invoice them for the same.

    User guide link - https://www.zoho.com/books/help/bills/#bill-customer

    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

  9. 3 votes
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    AdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
  10. 3,035 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi All,

    We are working on Payroll. We are trying to open it for one state(California) in the United States of America this year. After that we will progressively cover other states and countries.

    Regards
    Prashant

  11. 1 vote
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    1 comment  ·  Zoho Books  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello,

    We do support 5 drop-down custom fields, apart from the 'salesperson' field which is already available in Estimates Module.

    Can you elaborate more on your requirement? Do you need more than 5 drop-down fields in estimates?

    Look forward to hearing from you. You can also email us at support[at]zohobooks[dot]com.

    Regards,
    Reshma

  12. 89 votes
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    There was a confusion on the earlier comment. Zoho CRM Sales order and Zoho Inventory SO for now won’t integrate. With all existing capabilities and with more tax handling capabilities finance SO would be developed and Zoho Inventory would be made available from Zoho CRM interface.

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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Sure. Will keep you posted on the updates.

  13. 3 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello Everyone,

    We've introduced a new Zoho Books module inside Zoho CRM. You will be able to view modules like Estimates, Invoices and Sales Order of Zoho Books inside Zoho CRM.
    https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/10642125-early-access-to-zoho-books-zoho-crm-integration

    The new module is now available in your Zoho CRM. To try the it, please update your Zoho Books integration in setup.

    Please refer to the help document for more details.

    https://www.zoho.com/books/help/integrations/crm-books-integration.html

  14. 5 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    It would scan and create an expense automatically from the email received.

    AdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
  15. 119 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Ofelia,

    Thanks for sharing your request with us.

    We do have something similar on what you've suggested but we will not sync the SO, Estimates and Invoice fields of Zoho CRM with Zoho Books. Instead, we will show Zoho Books modules inside Zoho CRM which will be far better.

    If you're interested to know more about it, read the link below.
    https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/10642125-early-access-to-zoho-books-zoho-crm-integration

  16. 1 vote
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    AdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
  17. 22 votes
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    AdminReshma (Community Manager, Zoho Corporation) shared this idea  · 
  18. 4 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello xorth. You should be able to customize the hosted page from within Zoho Subscriptions, whether you're using the API or not. If you need to dynamically apply customizations for hosted pages created via the API, I'm afraid that's not yet possible. We'll keep you updated if there's any progress on this.

  19. 118 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Chris,

    If you're using the API hosted page, you can set the currency using the API. To do this on your website, you will have to pull the location of the visitor (possibly from Google Analytics) and then set the currency on the API hosted page based on that.

    However, we do not support changing of currency on public hosted pages, which you currently use. We do not have any immediate plans to do this, but we will keep this thread on updated if there's any progress.

    If you need help setting up the API hosted page, you can always email us at support@zohosubscriptions.com.

  20. 4 votes
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    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    We do not have any immediate plans to support Braintree. We will keep you updated if we plan to do it.

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