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Assuming finance is required, the following 6 results were found.

  1. Zoho Finance Suite Schedule: PATTERN NOT MATCHEDhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-finance-suite-schedule-pattern-not-matched.html

    What? A super quick article on resolving this issue if it ever appears again. Why? At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. Unless you can monitor when these type of schedules are...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *

  2. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    Zoho CRM with your Zoho Books. Why? Because then Zoho Books will create 3 custom modules in your CRM under the tab "Zoho Finance". There is a lag/delay in the synchronization of Zoho Books to Zoho CRM and vice-versa. Annoyingly the attachment does not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *

  3. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    but couldn't find it on my website. This was previously titled something along the lines of truncating to 2 decimals but finance is so much more complicated. Why? Playing around with VAT / Tax, inclusive /exclusive, but in this case it is the rate that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *

  4. ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-search-records-only-returns-certain-records.html

    returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How? The quick answer is buried in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  5. Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-permission-denied-for-quote-conversion-mapping.html

    in CRM. As my client's sales team would only create sales orders in CRM and don't use the invoice module (that's for their finance team using ZohoBooks), we disabled the CRM Invoice module. How? Therein lies the reason. For the quote conversion mapping,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  6. Zoho CRM: Standard Setup for Tax Rateshttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-standard-tax-rate-setup.html

    that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's a quick step-by-step to follow:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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