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Organization Settings ​

Configure taxes, chart of accounts, and bank accounts for each Zoho organization. Synchronize data from Zoho Books or create records manually.

What You Can Do ​

  • View all Zoho organizations registered on the platform
  • Manage individual taxes and tax groups per organization
  • Synchronize taxes from Zoho Books (import missing taxes in bulk)
  • Manage chart of accounts with 2-level hierarchy (parent/child)
  • Synchronize chart of accounts from Zoho Books with type filtering
  • Manage bank accounts (payment methods) per organization
  • Synchronize bank accounts from Zoho Books
  • Activate or deactivate taxes, accounts, and banks without losing historical data

Getting There ​

  1. Navigate to Finance in the main sidebar menu
  2. Click Organization Settings (requires menu-organization-settings permission)
  3. The organization list shows all registered Zoho organizations with their country

Common Tasks ​

Managing Taxes ​

Adding an Individual Tax ​

  1. In the organization list, click Manage on the desired organization
  2. The Taxes tab opens by default
  3. Click Add in the Individual Taxes section
  4. Fill in:
    • Label: Human-readable name (e.g., "IVA 16%")
    • Rate: Tax percentage as decimal (e.g., 0.16 for 16%)
    • Tax Code: Fiscal code (e.g., "002")
    • Tax Type: Transferred or Retained
  5. Click Save — the tax is created in Zoho and stored locally

TIP

The tax_key identifier is generated automatically from the label. You don't need to enter it manually.

Creating a Tax Group ​

Tax groups combine multiple retentions into a single Zoho ID (required when applying more than one retention per invoice line).

  1. In the Taxes tab, click Add in the Tax Groups section
  2. Enter a name for the group (e.g., "Honorarios + ReteIVA")
  3. Select at least 2 individual taxes from the dropdown
  4. Click Save — the group is created in Zoho with the combined taxes

WARNING

All selected taxes must be synced with Zoho (have a Zoho ID). Unsynced taxes cannot be added to groups.

Syncing Taxes from Zoho ​

If taxes already exist in Zoho Books but not in your local database:

  1. In the Taxes tab, click Sync from Zoho
  2. The modal shows taxes found in Zoho that are not in your local database
  3. All taxes are selected by default — uncheck any you don't want
  4. Click Sync to import the selected taxes

Managing Chart of Accounts ​

Adding an Account Manually ​

  1. Click the Accounts tab in the Manage panel
  2. Click Add Account
  3. Fill in:
    • Description: Account name (e.g., "Office Supplies")
    • Account Type: Select from expense, income, asset, etc.
    • Parent Account: Leave empty for a top-level account, or select a parent
    • Department: Assign a department (only for parent accounts)
  4. Click Save — the account is created in Zoho and stored locally

TIP

The technical name is auto-generated from the description (lowercase, no spaces, no accents).

Syncing Accounts from Zoho ​

For bulk importing accounts that already exist in Zoho:

  1. In the Accounts tab, click Sync from Zoho
  2. Step 1: Select the account type category (Expense, Income, Asset, Liability, Equity, or Cost of Goods Sold)
  3. Step 2: Review the tree of missing accounts
    • All accounts are selected by default
    • Unchecking a parent unchecks all its children
    • Checking a child automatically includes its parent
    • Use the department dropdown next to each parent to assign a department
  4. Click Sync to import
  5. Use the Back button to select a different account type

Activating/Deactivating Accounts ​

Accounts are never deleted — they are deactivated to preserve references from existing invoices and payment requests.

  1. Find the account in the list
  2. Click the Activate or Deactivate button

WARNING

You cannot deactivate a parent account that has active child accounts. Deactivate the children first.

Managing Bank Accounts ​

Adding a Bank ​

  1. Click the Banks tab in the Manage panel
  2. Click Add Bank
  3. Fill in:
    • Description: Bank name (e.g., "BBVA Bancomer Principal")
    • Account Type: bank, cash, or credit card
  4. Click Save

Syncing Banks from Zoho ​

  1. In the Banks tab, click Sync from Zoho
  2. Review the list of Zoho bank accounts not yet in your database
  3. All accounts are selected by default
  4. Click Sync to import

Activating/Deactivating Banks ​

Same as accounts — use the toggle button to activate or deactivate without deleting.

Frequently Asked Questions ​

What happens when I delete a tax? ​

Taxes are soft-deleted (marked as inactive). They remain in the database for historical reference but are hidden from selection dropdowns. If the tax is synced with Zoho, it's also removed from Zoho.

Can I edit a tax that's already synced with Zoho? ​

Yes. Changes are propagated to Zoho Books when you save. If Zoho rejects the change (e.g., the tax is in use on an invoice), you'll see an error message.

Why can't I see the department field for child accounts? ​

Departments are only assigned to parent accounts. Child accounts inherit their organizational context from their parent.

What does "already synced" mean in the sync preview? ​

Items marked as "already synced" exist in both Zoho and your local database. They are shown for reference (especially parents that have unsynced children) but don't need to be imported again.

Why does the account sync modal ask for an account type first? ​

Zoho can have hundreds of accounts. Filtering by type (Expense, Income, etc.) before fetching makes the preview manageable and the sync process faster.

Can I create accounts or banks locally without syncing to Zoho? ​

Accounts are always synced — when you create one, the system calls Zoho first to get the account_id. Banks can be created locally without a Zoho sync, but syncing is recommended for consistency.

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