Zoho Books | Product updates | February 2026

Zoho Books | Product updates | February 2026

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience.

Introducing Advanced Reporting Tags

Advanced Reporting Tags in Zoho Books allow you to filter and track transactions with precision by creating tags and options that can be applied at both the transaction and line item level. You can organize options in a parent-child hierarchy, control their visibility by mapping them with other tags or locations, and restrict user access to transactions based on associated tags and locations. These tags can be associated with items, customers, vendors, and transactions. By using reporting tags, you can filter and compare reports to gain detailed insights, track performance, and make more informed business decisions.

Tax Calculation on MRP for Tobacco Products [India Edition]


To comply with Rule 31D of the CGST Rules, 2017, which mandates GST calculation on the printed Maximum Retail Price (MRP) for tobacco and other notified goods, we have introduced Tax Calculation on MRP. You can now define MRP for items and choose to calculate tax based on MRP for applicable HSN codes (2401, 2402, 2403, 24041100, 24041900, 21069020). When such items are used in transactions, the MRP and tax preference are automatically fetched from the item master, with the option to override them at the line-item level. If Tax on MRP is enabled, MRP becomes mandatory and tax is always calculated inclusively from the MRP. This feature is supported across multiple sales, purchase, and recurring transactions, with visibility in PDFs and support for import/export and e-Invoicing.



To enable MRP, go to Settings > Module Settings > General > Items > Field Customization. Click the dropdown next to the MRP field and select Mark as Active.

Multi-Vehicle Support in e-Way Bills [India Edition]

The e-Way Bill module now supports Multi-Vehicle transportation, allowing a single e-Way Bill consignment to be transported using multiple vehicles during transit. This helps businesses manage staged movements where goods are transferred between vehicles at different points before reaching the final destination.

To initiate a Multi-Vehicle Group for an e-Way Bill, go to Sales > e-Way Bills and open a generated e-Way Bill. In the e-Way Bill details page, click Initiate Multi-Vehicle Group. In the New Multi-Vehicle Group pop-up, enter the required details and click Save.

To add vehicles to the group, scroll down to Part-B in the e-Way Bill details page and click + Add Vehicle under Multi-Vehicle. In the Add Vehicle pop-up, enter the necessary details and click Save.

Enhancements in Invoice Management System [India Edition]

You can now keep eligible Credit Notes and other supported transactions in Pending status for one tax period. For Credit Notes, you can also manually enter the ITC amount to be reversed, allowing you to reverse the full amount, a partial amount, or none. If you do not declare the ITC amount manually, adding remarks becomes mandatory. The remarks added to transactions will also appear in GSTR-2B and IMS Outward Supplies.

Validate GSTR-1 Before Pushing to GSTN [India Edition]

We have introduced a pre-validation step before pushing GSTR-1 returns to the GST portal. When you click Push to GSTN, the system will first validate the return data using the government-provided schema validator. If any issues are detected, you can download an error report, correct the transactions, and push the return again, helping reduce push failures during GST filing.

Add Quick Reply Buttons in WhatsApp Message Templates

You can now add quick reply buttons to WhatsApp message templates, allowing recipients to take actions directly from the message. Currently, Quote/Estimate's Accept and Decline options are supported as quick reply actions. Once enabled, these options will be available while creating or editing templates. When a customer responds using these quick replies, users with the required estimate permissions will receive in-app notifications.

Manage Field-Level Access 

You can now configure field-level access for certain system fields to control how fields are accessed by different roles by setting permissions such as Read & Write, Read Only, or Hide, ensuring appropriate visibility and edit rights. This support is currently available for the Terms & Conditions field in Estimates, Retainer Invoices, Invoices, Sales Orders, Sales Receipts, and Credit Notes, and for the entity-level Discount field in Invoices. 

Mark Projects as Completed

You can now mark projects as Completed, making it easier to differentiate completed projects from active ones that are currently in progress.

To mark a project as completed, go to Time Tracking > Projects, select a project, click the More icon on the project details page, and select Mark as Completed from the dropdown.

Support for Partial Billing and Receiving in Purchase Transactions

You can now partially receive items from bills and partially create bills from purchase receives. This enhancement allows you to receive or bill quantities in stages and track the remaining quantities to be billed or received later, making it easier to manage phased deliveries and partial invoicing.

Zoho Inventory Add-On Updates

Inventory Turnover Reports by Amount and Quantity

We’ve introduced Inventory Turnover Reports to help you evaluate how efficiently your inventory is sold and replenished over a specific period. The Inventory Turnover by Amount report, calculates the turnover ratio using COGS ÷ Average Inventory Value, while the Inventory Turnover by Quantity report, calculates the ratio using Total Quantity Sold ÷ Average Inventory Quantity. These reports provide a comprehensive view of item movement within a selected date range and help identify fast-moving and slow-moving inventory. 

Integrate Zoho Books with BobGo [South Africa Edition]

You can now integrate BobGo with Zoho Inventory to manage shipping operations directly within the application. It allows you to compare delivery options, fetch shipping rates, create shipments, generate shipping labels, and track deliveries seamlessly from within Zoho Books.

Associate Projects with Inventory Transactions

You can now associate projects with Assemblies, Inventory Adjustments, and Transfer Orders. Projects can be linked at the entity level for Assemblies and at the line item level for Inventory Adjustments and Transfer Orders. You can also create these transactions directly from the Project details page, where the project information will be automatically populated. Additionally, the Inventory tab in the Project details page displays all related Assemblies, Inventory Adjustments, and Transfer Orders, and project association is also supported in Import and Export for these transactions.

Draft Status for Sales Returns

You can now save sales returns in Draft status before marking them as final. As part of this change, the Approved status has been renamed to Accepted.

Filter Items with Non-Zero Stock in Reports

You can now use the Not Equal to Zero option in the Stock Availability filter to quickly identify items that have available stock. This filter is supported in the Inventory Summary, Inventory Valuation Summary, Location Details, and Warehouse Details reports, helping you easily focus on items that currently have stock.

Create Packages and Shipments Separately for Marketplace Orders

We have introduced an option which allows you to create packages and shipments separately for marketplace orders, in addition to sales orders. This enhancement provides more flexibility in managing order fulfillment for sales channels like Shopify and WooCommerce.

Default Preferred Bin for Items

You can now configure a default preferred bin for each Item. If no bin is specified during a transaction, the system will automatically populate the configured default bin for the respective location and item combination.

Barcode Generation with Price List Based Pricing Display

You can now generate barcode labels with prices based on a selected Price List instead of the default item price. This enhancement allows you to choose a Price List during barcode generation, ensuring that the printed label reflects the correct selling price for different pricing scenarios such as retail and wholesale pricing, location or region specific pricing, customer specific pricing, and seasonal price lists. The feature supports both All Items Price Lists and Individual Item Unit Pricing Price Lists.

Other Feature Enhancements 

  1. You can now apply discounts at the transaction level. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, Kuwait Editions]
  2. You can push invoices with a 100 percent discount applied at either the line-item level or the transaction level. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, Kuwait Editions]
  3. You can now mark the Supply Date field as mandatory in invoices. [India Edition]
  4. You can now use the Text Box (Multi-line) data type in custom fields at the line item level, allowing you to store up to 36,000 characters in a single custom field. 
  5. The Balance Sheet drill-down view has been enhanced to show contact-wise balances for individual Accounts Receivable and Accounts Payable ledgers instead of a combined summary. 
  6. You can now export TDS challan details. [India Edition]
  7. You can now display the Total Amount in Words in any Zoho-supported language across all templates. 
  8. You can now manage multiple transaction series for Self-Invoices. [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

    • Permissões granulares por usuário além do modelo baseado exclusivamente em perfis

      Atualmente, o modelo de segurança do Zoho CRM é fortemente baseado em perfis. Embora funcional, esse modelo apresenta limitações quando equipes possuem variações individuais de acesso dentro do mesmo grupo operacional. Em cenários reais, é comum que usuários

    • Add or update lookup field values during Blueprint transition

      Hello everyone, During blueprint transition users can add or modify the value of a lookup field. For instance, if the Tickets module includes a lookup field that connects it to records in the Assets module, agents can link the ticket to the correct asset

    • Can you limit SEO penalties by delaying the appearance of a pop-up?

      Google is not keen on pop-ups and has got even less keen on them with the new Core Web Vitals updates. But I like using pop-ups. If you delay the pop-up so it only appears 10 seconds after the page loads, do you avoid Google’s penalties? 

    • Adding bank details to the contact through API

      How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.

    • Restrict Payment Methods

      Allow us to restrict certain payment methods specific for each customer.

    • Clone Banking Transaction

      Why is there no option to CLONE a Transaction in the Banking module?? I often clone Expenses (for similar expense transactions each month) so I would also like to clone Income transactions. But there is no option in Banking to clone an existing Income

    • PDF limit

      Hello everyone, We have received an e-mail that we have reached our PDF limit. (see screenshot) However, I cannot find any reference to a PDF limit in our tariff plan (Premium). (see screenshot). What is the maximum number of PDFs that can be generated

    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

    • Credit Card Pre-Authorization with later Capture/Settlement

      We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping hole

    • Zoho Projects and CRM Integration in Analytics

      Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is

    • Accessibility in Zoho CRM: Not just a feature—a way to empower

      For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that

    • Automation Series #1: Round Robin vs Direct Assignment in Zoho Desk

      Direct Assignment vs Round Robin: Choosing the right routing method in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused

    • Invalid tax authority ID.

      How do I correct this ?

    • Pay Pal Paylater button

      I am testing the paypal setup to have my customers pay invoices with paypal and credit cards. But it seems to have two options. Paypal and Pay later. I don't want my customers access to pay later feature. How can I turn that part off.. My other integration

    • Zoho Workshops are coming to the Netherlands - Join us on 14-16 April in Amsterdam!

      Dear Zoho Community Members, After succesful recent editions in the UK and Scandinavia, we’re pleased to invite you to the upcoming Zoho Benelux Workshop 2026, taking place 14–16 April 2026 in Amsterdam. This three-day, in-person event at the Park Plaza

    • How to install Widget in inventory module

      Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

    • Sub form auto field population based on parent form

      I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field to

    • Building Toppings #7 - Using schedules and workflow functions

      Hello Biginners, In our previous forum post, we explored install and uninstall actions and learned how to trigger custom logic the moment a topping is added or removed from an organization. In this post, we'll look at how to automate actions during regular,

    • Simplify scripting with Zia assistant bot

      Hello everyone, Building automation using Deluge custom functions gives users flexibility and control. Traditionally, creating these functions required writing scripts, testing the logic, and validating the configuration before using it. With Zia assistant

    • Zoho Sprints iOS app update: Global view, screen capture control, file encryption, tags enhancement

      Hello everyone! We are excited to introduce new features in the latest version(v2.1) of the Zoho Sprints iOS app update. Let’s take a quick look at what’s new. 1. Global view Global view brings all your project items into one centralised space. You can

    • Resource Management System built using Zoho CRM, Creator, Projects, and People:

      In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goes

    • Request to Remove LinkedIn Verification from My Emai

      I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closed

    • Pin multiple columns and adjust column widths in CRM subforms

      Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

    • Removing To or CC Addresses from Desk Ticket

      I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

      Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

    • CRM Percent custom fields: When will it show the % symbol and behave like %?

      1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

    • Introducing Color Coding of Picklist Values

      Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.

    • Where can I find the best mail backup tool for Windows?

      Later this evening I found Mail Backup Tool in google. Actually I was looking for a solution to download/save emails to my local drive. As I had plenty of important data stored in my email account. So i was not in a mood to take this thing lightly. This made me curious to found any software which can help me to backup my data to hard drive. Then I found the above application which was like a gem. A complete email backup solution for Zoho Mail, Gmail, Yahoo Mail, Office 365 and more than 40+ email

    • Mailbox storage showing incorrect usage

      My mailbox shows 4.99 GB used out of 5 GB. However, actual mailbox usage is only around 394 MB. Trash and Spam are already empty. IMAP/POP is not enabled. WorkDrive is not in use. This appears to be a storage calculation issue. Please help to recalculate

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Es posible cambiar el lenguaje de los modulos del ASAP?

      Es posible cambiar el lenguaje de estos textos? Tengo Zoho configurado en español pero aun así me muestra estos textos en ingles:

    • Option to Automatically Publish Job Openings to the Career Website via API or Workflow

      Currently, when creating Job Openings using the Zoho Recruit API, the records are successfully inserted into the system. However, there is no way to automatically publish these Job Openings to the Career Website. In the Job Opening field data, there are

    • Evaluate applicants faster: Profile Summary and Skill Sets now in Applications

      Evaluating applicants often requires switching between modules to understand their skills and background. With this update, we’ve extended two capabilities directly to the Applications module: Skill Sets and Profile Summary. You can now review applicants

    • Free webinar: How to use passkeys with Zoho Vault

      Hi everyone! Passkeys are transforming the way we sign in—making authentication safer, faster, and completely passwordless. No more memorizing complex passwords or worrying about credential theft. With Zoho Vault, you can securely manage both passwords

    • Adding Markdown text using Zoho Desk API into the Knowledge Base

      Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

    • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

      Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

    • Enhancing Zia's service with better contextual responses and article generation

      Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

    • Let us add Lookup fields in the Blueprint Transitions

      We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected

    • How can we clear a signature field with deluge?

      I would like to clear a signature field in the Edit -> On Load. I have tried input.signature = ""; input.signature = null; clear input.signature; None of the above is working. is there any other way I am missing?

    • Next Page