Zoho Books | Product Updates | April 2025

Zoho Books | Product Updates | April 2025

Hello partners,

We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease.

Export Transactions in Factur-X Format [Global Edition]

You can now export invoices and credit notes in the Factur-X format. Factur-X is a standard for e-invoicing in France that embeds an XML file within a PDF/A-3 document. This hybrid format ensures the invoice is both human-readable and machine-readable, making it easy for you to read while also allowing automated processing.



Note: This feature is available only for organizations that have their Organization Location set to France. 

Generate FEC Report and GL Audit Numbering [Global Edition]

If your business is based in France, you are required to file the Fichier des Écritures Comptables (FEC) report to comply with tax regulations.This report contains all your accounting entries for the fiscal year.You can now generate FEC reports directly from your Zoho Books organization.

Additionally, it is a best practice to include General Ledger (GL) audit numbers when generating an FEC report. GL Audit Numbering in Zoho Books allows you to generate unique, sequential, and gapless audit numbers for your transactions.These audit numbers help auditors and accountants track financial data efficiently and maintain an accurate record of all transactions.

Note: These features are available only for organizations that have their Organization Location set to France. 

BillPay Add-on for Zoho Books [US, Canada and India Editions]

The Zoho BillPay add-on for Zoho Books lets businesses take better control over accounts payable. With features such as onboarding new vendors, managing vendor approvals, matching purchase orders with bills and reconciling bills, and handling batch payments, businesses can streamline their accounts payable processes and improve efficiency.

Manage TCS Rates [India Edition]

We've introduced the Income TCS Rates page under Direct Taxes in Settings. You can now create, edit, delete, and view taxes, as well as mark a tax as inactive. Additionally, we've supported the View Associated Entities option, which allows you to view the number of transactions a TCS rate is associated with.



To manage TCS rates, go to Settings > Taxes and Compliance > Direct Taxes > Income TCS Rates.  

Download Self-Invoice [India Edition]

If you are a GST-registered buyer and you purchase goods or services from an unregistered vendor under the Reverse Charge Mechanism (RCM), you can print a self-invoice from Zoho Books. This self-invoice can later be used for tax compliance purposes. 



To download a Self-Invoice, go to the bill for which you want to generate the Self Invoice, click the dropdown next to PDF, and select Print Self-Invoice.

GSTR-7 (Return for Tax Deducted at Source) Report [India Edition]

We've introduced the GSTR-7 report for users who have enabled GST TDS. This report provides details of GST TDS applied to bills and their corresponding recorded payments. By default, the report is grouped by the vendor's GSTIN, and you can further filter it by locations/ branches. Additionally, you can manage access permissions for this report under Roles. Note that this report includes only bills with recorded GST TDS payments.



Configure Webhook Retry Policy

You can configure a retry policy for webhooks, specifying rules on how failed delivery attempts should be managed.



To configure the webhook retry policy, go to Settings > Automation > Workflow Logs > Webhooks > Configure Failure Preferences. 

Custom Notifications for API Limits

We've added custom notifications for API limits. You can set up to three custom threshold values, triggering alerts when usage reaches those levels. The notifications are sent via email to specific users or roles.  Additionally, you have the option to send a sample notification for testing.



Resize Columns

You now have the flexibility to adjust column widths on the transaction list page. If a column contains lengthy text, simply hover over its edge and drag the black line next to the field to resize it. 

Customize Page Number Format for PDF Templates

You can now choose from various page number formats in your PDF templates. You can also define a custom format and select where the page number appears on the PDF. 



To customize the page number format and position, go to Settings > PDF Templates. Select a template, hover over it, and click Edit. Navigate to Header and Footer > Footer. Select a Page Number Format and Page Number Position.

Customize and View Stock Status for Items in a Transaction

When creating a transaction, you can now view both Stock on Hand and quantity Available for Sale for each item. The displayed quantity depends on the View option you select.



Display Type for Lookup Custom Fields

We now support different display types for lookup custom fields. You can choose between a Pop-Up view and a Dropdown view. This feature is currently available for specific lookup modules, including items, vendors, purchase orders, customers, projects, users, and accounts.



Zoho Inventory Add-On Updates


Add Item Description and Unit Price to the UPS Paperless Invoice

You can now add Item Description and Unit Price to the line-items of a UPS paperless invoice. Note that this feature is only available in UPS shipment integrated organizations.



Add Dropshipping Address to Sales Orders

You can now add a Dropshipping Address to sales orders. This address will be displayed as the customer's Shipping Address for that specific transaction. Please note that the dropshipping address is used exclusively for this transaction and will not be saved as the customer's additional address.



To add a dropshipping address, go to Sales > Sales Orders, edit/create a sales order, and click + Dropshipping Address.

View Sales Orders and Packages Associated with a Picklist

You can now easily navigate to associated sales orders and packages directly from the picklist's details page. 



Generate Serial Numbers

Zoho Books now supports serial number generation for purchase orders and bills in inventory add-on enabled organizations. The serial numbers will be generated for the items, and you can click Save to apply them to the items.

To generate serial numbers, select an item from the item table, click Add Serial Numbers, then select Generate Serial Numbers. Enter the starting value and count, then click Generate.

Other Feature Enhancements

  • We have introduced the Cost Per Unit column in the FIFO Cost Lot Tracking report.
  • We now support user state remembrance in the AR Aging Details and AR Aging Summary reports, allowing you to return to your previous state with all your customizations intact. You can also create custom reports to achieve a similar result.
  • You can now filter e-Way Bills without vehicle details by selecting Part A Generated in the e-Way Bill Status field. A new Expiry Date column has been added to the e-Way Bills list page, and you can sort by Date and Expiry Date. [India Edition]

 
 

We hope you like the new features and enhancements in Zoho Books! Take some time to explore the latest updates. We’ll be back next month with even more updates, as we continually strive to elevate your accounting experience.

You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you need any assistance, feel free to reach out at support@zohobooks.com.

Best regards,

The Zoho Books Team

    • Recent Topics

    • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

      Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template

    • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

      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:

    • Important updates to your connectors

      Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

    • Create, collaborate, and manage agreements with Zoho Sign

      Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users

    • Function #25: Automatically generate purchase orders from a sales order

      We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

    • Has Anyone successfully integrated Zoho and Sage Intact?

      Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

    • DNS set up

      I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

    • hiding a topic from all but one segment (or list)

      My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters

    • How do I set up this automation correctly?

      When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If

    • Function #62: Display associated Quote on Invoice details screen

      Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to

    • Custom confirmation message

      How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

    • email forwarding not working

      Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

    • Desk x CRM Integration

      Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • Issue with Save & Share Link – Works for Others but Not Creator

      I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is

    • Save the pdf report from a registration form in a Folder

      Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already

    • zoho forms integration to zoho work drive

      Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:

    • Zoho Forms to Zoho CRM Integration failed - can I restart it?

      The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?

    • insert an equation, but in document, it shows an image not available.

      I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles

    • Zoho Desk Android app update - Swipe action customization

      Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening

    • Import KB template OR Export template for zoho desk?

      Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible

    • XML format to import knowledgebase into Zoho Desk

      Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

    • Zoho Desk integration with Power BI

      Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

    • Arranging Ticket Templates

      Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical

    • What they mean with "Portal"?

      I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don't

    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

    • favorites no longer listed

      Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!

    • Notecards Disappeared

      Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.

    • Table Errors

      Hello, I'm new to Zoho Notebook and using it on several Mac/Apple devices. My question is regarding tables: Why do they become broken, and how to fix the error without retyping all my data? (Please see the screenshot attached.)

    • Online Calculator with Zoho Forms?

      I'd like to build a custom calculator on my website. Zoho Forms seems to offer all the fields for basic calculations performed live without pressing any "Calculate" buttons. Unfortunately, there is still that "Submit" button at the bottom. There is nothing

    • Zoho Tables instead of Zoho Creator Spreadsheet reports <3

      That would make my day for sure. Zoho Creator is create, but miss data entering as AirTable/Spreadsheet can. Seeing Zoho putting effort in this makes me think maybe one day we could see a similar interface for Zoho Creator spreadsheet reports. B.

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Notebook Stack

      Hi Everyone I Hope you´re fine, I´m sorry if this idea was posted before (I made a search but I haven´t find anything related). So, Having the possibility of stacking notebooks would be an interesting way to order notebooks that correspond to the same

    • Writing on sketch cards is bugged when zoomed in

      When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

    • Swipe between notes on iPhone

      It'd be convenient if I could move from one note to the next in a notebook simply by swiping left to right.

    • Sales IQ chat is not working in signed android apk

      I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but

    • COQL order by COUNT not working

      Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "select

    • I want to duplicate a report and name it something else

      Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report please

    • Zoho CRM: Sales Rep Professional Certification Program on Coursera

      We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities

    • Next Page