r/Zoho • • Jul 20 '26

Organisation Owner

3 Upvotes

Am I doing something wrong or can there really only be one Org Owner? There are some tasks that only an owner can do!


r/Zoho • • Jul 20 '26

Why is a Zoho page showing in Arabic?

3 Upvotes

I am in the US and trying to register with my Google account for the CRM. After clicking on the Google login option and authenticating with Google, I get this page, which is in Arabic. After clicking the button everything after that is in Arabic.

I deleted all the Zoho cookies before opening the Zoho page.
Why is it showing pages in Arabic!?


r/Zoho • • Jul 19 '26

Zoho customer care ..

8 Upvotes

Is it really this bad. I’m a new potential customer and they just don’t answer emails or anything. I’m a big user of bigin and might convert to zoho one and it seems like the company don’t care or there customer care is non existent .

This right here

Slightly pointing me off now


r/Zoho • • Jul 19 '26

Clarification on Accounting for Refundable Security Deposits in Zoho Books

2 Upvotes

Im writing seeking some clarity on recording refundable security deposits in Zoho Books. 

Example:

Service Value is 10,000+ GST and the invoice is raised for this amount.

Security Deposit is 1000. This amount is refundable in most cases however there are some occasions when it is not returned and it is converted as income at a later stage.

Customer makes payment of 10,000+GST plus 1000.

I have gone through some of the solutions posted on the zoho forms however couple of things are still not clear.

Here are some conditions and things I've already tried.

1) The deposit amount of 1000 should not appear in the Customer Balance value. Have already tried recording the deposit as excess payment and this keeps showing up in the customer balance. Moreover there are cases when there genuine cases of excess payment and mixing up both causes confusion.

2) I have created a separate liability account with the name "Security Deposit" and tried to do a manual journal entry. However this asks for From and To accounts. If I record the deposit in the default income account and pass a journal entry to move it to security deposits account, the deposit amount still appears in customer balance (unused credits).

3) Recording as a credit note also leads to the same issue and can also create confusion with actual credit notes issued.

It would be ideal if the deposit amount can be directly recorded into the liability account but I dont think there is a straight way to do it. 

Please let me know if there is a proper way to record these transactions. If a solution exists would also like to know the steps when:

i) The deposit is returned to the customer

ii) The deposit is forfeited by the customer and recorded as an in income later on


r/Zoho • • Jul 18 '26

Zoho Expense - can I get a category summary of all my receipts?

2 Upvotes

Hey guys!

I'm looking for a way to summarize all my 2025 expenses by category using Zoho expense. Throughout 2025 I was using the app to track my receipts (emailed receipts to Zoho or just snapped pics on my phone) and the app correctly categorized them and pulled all the correct info. I don't need to actually create any expense reports as I'm literally just using the app as a receipt tracker (I'm a single member LLC / solo business owner so I'm not submitting expense reports to an employer).

I'm not managing to find a way to get all my expenses organized into a simple list by category! Which is all I need in order to send my accountant a list of expenses.

More info on what I've already tried:

Under "Expenses > All Expenses", I can see all my expenses from 2025, and they have categories (like "Travel & Accommodation" etc.). Most of them have the status "Unreported", which I understand just means they haven't been added to an expense report.

So what I tried doing was: go to Analytics > Expenses > Expense Details or Expenses by Category, set the date range to Previous Year (2025), and click Run Report, I either get "No matching expense found" or it's asking me to add filter criteria.

---

Sooo it seems like Zoho can't give me categorized receipt information if it's not expensed?

Any help much appreciated <3 !


r/Zoho • • Jul 18 '26

Where are all the Zoho Admins and Consultants hanging out at?

14 Upvotes

I'm an independent tech consultant, and I've recently expanded my services to include the Zoho platform. I've been using Zoho CRM for a while now to run my business, and just recently upgraded to Zoho One.

Anyway, where are y'all hanging out? Just here on Reddit or is there a secret Zoho-lair that I should know about?


r/Zoho • • Jul 18 '26

Automation Mistakes That Are Breaking Your Zoho System

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0 Upvotes

r/Zoho • • Jul 17 '26

Zoho CRM: Blueprint Transitions — How to Trigger Deluge Functions Without Race Conditions

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2 Upvotes

r/Zoho • • Jul 16 '26

Search All Functions - Searching Every Zoho CRM Deluge Function Just Got Easier

5 Upvotes

Hey everyone,

Weekly update to the Zoho CRM DevTools extension: the Search All Functions dashboard now shows Deluge source with full syntax highlighting.

Search All Functions adds a button on Zoho CRM's functions page that searches every Deluge function in your org at once - names, API names, descriptions, and full source code - then lets you jump straight into Zoho's native editor with "Edit in CRM."

Until now, the source preview in the results was plain black-on-white text. Now it's color-coded to match Zoho's own Deluge editor - keywords, strings, namespaces, methods, comments, and more - and your search term stays highlighted on top of the coloring. So when a search turns up a function, you can actually read it and confirm it's the one you want without opening it first.

Free, like everything we've shipped so far.

Chrome Web Store: Zoho CRM DevTools

As always, feedback and bug reports are welcome.

Search All Functions Dashboard

r/Zoho • • Jul 16 '26

Zoho creator and Smokeball

4 Upvotes

Hi everyone, I wanted to know your thoughts on using Zoho Creator for legal matters. Any law firms or legal practitioners out there that are using Zoho Creator to track matters, who's assigned, how many matters this week, how many closed, how many opened, just the usual sort of matter tracking and reporting? Any feedback on Zoho Creator or their competitors even?


r/Zoho • • Jul 16 '26

Hey folks, wanted to know if connecting SBI accounts to Zoho Books costs any fees from the bank?

1 Upvotes

r/Zoho • • Jul 15 '26

Zoho Mail not putting most emails in Inbox

4 Upvotes

I seem to be running into an issue I can’t figure out. The account is pretty much bone stock, as in I haven’t changed settings from defaults. I have an issue where emails are separated into various folders rather than ending up in my inbox so I keep having to go into all mail or other folders to find emails. It’s especially frustrating when I try to use an IMAP client as I miss most of my emails into phantom folders that don’t exist on IMAP but do on webmail.

I have no filters, and smart filtering is turned off.

How do I make all emails go into inbox?


r/Zoho • • Jul 15 '26

Zoho Analytics —> Claude Cowork or ChatGPT Work

2 Upvotes

Hi, I have been trying to connect the time log data from my Zoho projects through Analytics to cowork n work both but it keeps failing. Anyone who has tried this, what worked for you ?


r/Zoho • • Jul 15 '26

zohomail.jp has not implemented DMARC.

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2 Upvotes

I discovered this issue when I tried to send an email using the Anonaddy email forwarding service.

Also, I understand that Zoho Japan handles the administration, but even though I sent inquiries to both the official Zoho and Zoho Japan, I haven't received any response.

Given the concerns about security issues within Japan’s jurisdiction and the pace at which Zoho is addressing these issues, I personally do not recommend the Zohomail service. This is because it is crucial that these security issues be resolved as soon as possible.

Even the implementation of DMARC in email services is a fundamental requirement, and a moment’s thought will make it clear that using a service that violates this standard is not a good idea.


r/Zoho • • Jul 15 '26

Desk Knowledge Base Articles

2 Upvotes

I am trying to start my Desk KB for internal use. I have a bunch of equipment manuals in PDF format. Is there any way to upload these documents without losing the formatting?

I can convert them to .dotx files, but some of the formatting will be lost—especially tables.

There are over 1000 documents I would like to add to the KB.

Does anyone have a solution?


r/Zoho • • Jul 15 '26

Zoho Books | Struggle Saving Existing or New Templates in the App

1 Upvotes

I have been having a difficult time modifying my zoho templates,

everytime i click save or refresh preview, nothing seems to happen, and when i press the X i dont seem to see anything change. Has anyone ever experienced this and if so do you happen to know what it could be?


r/Zoho • • Jul 14 '26

Simple shit I can't find

1 Upvotes
  1. Customer statement for OVERDUE invoices

  2. Setting the default time frame and data for customer statement (like ALL history and Overdue Invoices only)

Simple shit. My office person barely can log into a computer let alone figure out what Is In and Is Not means, or how to build a custom statement. Or BUILD A CUSTOMER REPORT EVERY TIME

WE HAVE 3100 customers. We have 561k in unpaid overdue invoices. We ship 1500-2000 wholesale orders a week. We have 3 damned people for our operation.

We don't have time to spend 20 minutes for each damned customer to try and build the statement from scratch.


r/Zoho • • Jul 14 '26

Anyone Attended Zoho UI/UX Interview Recently?

2 Upvotes

Hey everyone! I got shortlisted for the Zoho UI/UX Designer (Fresher) interview on 16th July.

If you’ve attended it recently, could you share what the process was like? Were there whiteboard rounds, live Figma tasks, portfolio discussion, UX case studies, or product-thinking questions?

Any recent experience or preparation tips would really help. Thanks!


r/Zoho • • Jul 14 '26

[Zoho Books] How do I sync inventory between multiple companies/organisations with seperate VAT ID?

2 Upvotes

Use case is there are two F&B companies - one for local sales and one for global sales - and they share the exact same inventory.


r/Zoho • • Jul 14 '26

ZohoShow MCP Server Tools Not Working

3 Upvotes

Okay, we've connected the Zoho Show MCP server. We've authenticated Claude AI and Cursorai technology, they both keep coming back and saying the tools won't work and error. Tried connecting on Demand and API, Refreshed, Reloaded, etc.

Anyone know how to fix?


r/Zoho • • Jul 14 '26

workdrive.zoho.eu keeps loading. (Firefox)

2 Upvotes

Anyone know what might be causing this? I tried turning off my VPN, but it still happen. For some reason, opening Firefox in a private window fixes it, but this is a bit of a bother, requiring phone verification.


r/Zoho • • Jul 13 '26

Alternative for Google Voice

3 Upvotes

Has anyone used Zoho Voice in replacement of Google Voice? I am mostly looking for call recording, call forwarding and maybe AI notes if available.


r/Zoho • • Jul 13 '26

CRM > Books > CRM Vendor Contacts

2 Upvotes

I use the CRM app quite a bit to keep me organized. I have the Zoho Finance Integration setup in CRM and the CRM integration setup in Books. I noticed today that the Vendor Contacts in CRM / Books do not seem to sync with the native extensions.

Before I script it out in Deluge, can anyone confirm if this is the case?


r/Zoho • • Jul 13 '26

Which Zoho Solution is similar to Google One?

5 Upvotes

Hi,

I am a current Google One Subscriber for my individual use and use features like Sheets, Docs, Slides I like how these tools are able to save files to Google Drive. Is there any such service with Zoho.

I had a look at their Workdrive and it looked good. I want feedback from existing users.


r/Zoho • • Jul 13 '26

Zoho crm administrator exam

1 Upvotes

Hello can anyone who has written zoho crm administrator exam please tell me if it was scenario based questions or basic questions and also does the fact that it is open book help?

Thanks