Global
United States
United Kingdom
Canada
Australia
India
United Arab Emirates
Saudi Arabia
Bahrain
Kuwait
Qatar
Oman
South Africa
Kenya
Mexico
Germany
Help
Videos
Developers
Resources
What's New
Blogs
Accounting Terms
GST Resources
Sign In
Sign Up
Help
Videos
Developers
Resources
What's New
Blogs
Accounting Terms
GST Resources
Sign In
Sign Up
x
CLOSE
General
Customers & Vendors
Opening Balance
Items
Banking
Branches
Quotes
Sales Orders
Invoices
Credits
Users and Roles
Expenses
Import & Export
Purchase Orders
Bills
Vendor Credits
Accountant
Time Tracking
Transaction Approval
Documents
Cheques
Customer Portal
Digital Signature
Templates
SMS Notifications
Subscription
Payments
ICICI Bank
Razorpay
Reminders
Taxes
Reports
Automation
GST
Integrations
Wave Migration
e-Invoicing
e-Way Bills
Year End Accounting
GDPR
Users and Roles
What is the Accountant role?
Can I create a role apart from the default ones?
My users are not able to view the statements of customers/vendors. What should I do?
My user is not able to apply vendor credits to the bill as it states that he does not have permission. What should I do?
My user is not able to view the Write Off option in invoices. What permission should I enable for their role?
How do I stop reminders for a particular customer?
How do I invite a user under a different domain to my organisation?
My users are not receiving the invitation email. What should I do?
My user is not able to view the option to add bank account details to the vendor. What should I do?
My user is not able to find the export button. What permission should I assign to their role to access it?
How do I hide the selling price and purchase price of items from specific users in my organisation?
How do I monitor the actions and changes performed by users in my organisation?
How do I add an accountant if I have subscribed to Zoho One?
How do I create new roles and permit users to access only specific modules?
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.
Start my free 14-day trial
Explore Demo Account
Books
Simplify accounting
and GST filing.
TRY NOW
Maybe Later
