What's New in Zoho Books - June 2024

What's New in Zoho Books - June 2024

Hello users,
 
We are back with new features and improvements to enhance your accounting experience in Zoho Books. Keep reading to discover what's new in Zoho Books this June. 

Generate ABA Files for Bills [Australia Edition]

An ABA file (Australian banking association) is a file used by major financial institutions in Australia to make payments from a bank account to one or multiple accounts. You can now generate an ABA file for a bill in Zoho Books and upload it in the respective bank’s portal to make the payment.

To generate an ABA file in Zoho Books, go to Purchases > Bills, select the preferred bills, and click Generate ABA File. In the next page, enter the vendor's bank details, payment date, and other necessary information. Then click Generate to create the ABA file or Generate and Record Payment to create the file and record the payment.


Track and Filter Your Notifications

You can now filter the notifications you receive in Zoho Books to track unread notifications. You can also filter notifications triggered by workflow rules and APIs from third-party applications. This ensures your notifications are organized, so you never have to miss an update.


Klarna Payment Method for Stripe 

Note: This feature is not available for users using the India edition of Zoho Books.


Klarna, a global payment method, is now available in Zoho Books through Stripe. With Klarna, you can record payments immediately, later, and in installments. Even if customers choose to pay in installments or later, Stripe will transfer the full amount to the vendor immediately. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, CHF, CZK, DKK, EUR, GBP, NOK, NZD, PLN, SEK, and USD through Klarna.

To enable this method, go to Settings > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, click the Edit icon next to Payment Methods and select Klarna in the following pop-up.















Mark E-Invoices as Manually Pushed [India Edition] 

You can now automatically change the status of an e-Invoice to 'Manually Pushed' by associating the IRN, acknowledgement number, and acknowledgement date of the e-Invoice to the transaction. Additionally, you will be able to delete the IRNs associated to the transaction to change the status of the e-Invoice to "Yet to be Pushed."

 

To do this, go to the details page of a transaction and click Associate IRN. In the following popup, enter the IRN, Acknowledgement Number, and Acknowledgement Date of the e-Invoice. Now, the e-Invoice status will automatically change to "Manually Pushed," and the entered details will be displayed in the PDF of the transaction. To delete the associated IRN, go to the details page of the transaction and click the Delete
icon next to the e-Invoice details.


Import E-Invoice Details of Transactions [India Edition]

You can now import transactions along with their e-invoicing details into Zoho Books. Once you import the transaction, you'll be able to view the IRN (Invoice Reference Number), Acknowledgement Number, Acknowledgement Date, and a QR Code on the details page. You can also select the status of the e-invoice during import, which are: "Manually Pushed" and "Marked Cancel".



That's it from us for this month's product updates! We hope the latest enhancements are helpful for your business. You can also visit the What's New timeline for byte-sized information about our previous feature updates and enhancements.

 

We'll catch you in next month's product updates. Until then, if you require any assistance or need clarifications, feel free to write to us at support@zohobooks.com. We'd be happy to help!

 

Best regards,
The Zoho Books Team


    • Recent Topics

    • Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

      Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service help

    • Mail Search Not Working

      Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

    • Cannot Send Email to a Gmail Account

      Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts.  But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into their

    • Unblock ME

      info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage

    • The Social Wall: July 2025

      Hello everyone! July has brought some exciting new updates to Zoho Social. From powerful enhancements in the Social Toolkit to new capabilities in the mobile app, we’ve packed this month with features designed to help you level up your social media presence.

    • Cannot Print Landscape with Zoho Sheet

      I am noticing that when using the Zoho Sheet desktop for Mac, that even when selecting landscape as the print option, once you choose "Print", a second system dialog opens that automatically makes the view portrait again, and does not allow printing in

    • Power of Automation : Enhancing custom date field calculations by excluding Weekends and Holidays

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • Stock count by bin location

      Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards

    • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

      We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,

    • portal.assignUserInProfile - Não esta adicionando

      Estou encontrando problema com este comando portal.assignUserInProfile Não esta incluindo o usuário no portal Alguém pode me dizer o que pode ser thisapp.portal.assignUserInProfile("teste@gmail.com","Customer");

    • CRM emails vs Campaigns

      Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered.  We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign

    • Setting up property management in Zoho Books

      Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

    • Reverse proxy

      We have a web application in the creator platform. When I launch a particular DNS, I would like that DNS to redirect to the web page of the application in creator app. Has anyone achieved it and if yes, please share how to do it.

    • Still client need to download .exe?

      Hello, the client for use zoho assist need everytime download .exe file and launch it?

    • Splitting a ticket's entire thread

      Hi, When you split a ticket it only splits the individual reply that you clicked "Split as new ticket" on. Is it not possible to split the entire ticket thread from that point into the new ticket (every reply from the split point forward)? Or is there

    • Editing the text on the Help Center home page

      Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.

    • WHMCS for Zoho Flow

      Can we use WHMCS for Zoho flow?

    • Online meetings through Calendar Booking form with options

      This is great to see and particularly for those users who don't have Zoho BOOKINGS. The shame of it all though is that it could have been better. Why do we have to set up separate booking forms for each type of meeting and for each online conferencing

    • Agents permission per department

      Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

    • CRM notes

      I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • Function #8: Add additional charges to invoices

      Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

    • Alternative / optional Position

      How do you create an alternative position or an optional position (article) in offers?

    • جمود في الصفحة عند حفظ عمل

      عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل

    • ZOHO Books Canadian payroll Integration

      Hello, I know ZOHO books doesn't have Canadian payroll and I dont believe its coming anytime soon. My question is there a Canadian payroll software that could be integrated with Zoho Books? Thank you HD

    • Zoho Desk Time Tracking and the Salary Privacy Issue

      Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.

    • How to Delete, Disable, or Remove Streams from the Mail App?

      Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

    • Delay in MX updates

      Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,

    • Bigin iOS and macOS app update: Link email messages to pipeline records.

      Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

    • make.com integration

      Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error

    • Article Numbers for KB articles

      Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

    • Refund Request ,Zoho Mail Subscription (zoho suport is not replying)

      Hi Zoho Team, I recently subscribed to the Zoho Mail yearly plan, but after evaluating it, I found that the interface does not suit my workflow. I’ve already canceled the subscription from my end. As I’m well within your 30-day refund window, I’m requesting

    • File Encryption - Zoho Desk iOS app update

      Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.

    • Data encryption - Zoho Desk iOS

      Hello, Everyone! In the recent iOS version(v2.8.23) of the Zoho Desk app, we have supported data encryption. As a part of HIPAA Compliance, the Zoho Desk mobile app now allow users to encrypt the Desk mobile database as an additional layer of security.

    • Notify Admin when a user forgets to check-in or check-out at the designated time.

      Hello, I would like notify the Admin via email when a user forgets to check-in or check-out at the designated time. What is the best way to setup this email notification?

    • Assistance Needed with Prospect Conversion Issue

      Hi, I attempted to convert a prospect to an account, but received a pop-up notification indicating that the contact information matches an existing contact. I selected the option to add it to the existing contact, but it appears the prospect was not successfully

    • Mail Merge - unable to send more than 50 email

      Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.

    • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

      Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

    • UK payroll entries

      Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

    • Closing Accounting Periods - Invoice/Posting dates

      Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

    • Next Page