Generate GSTR-9A Summary (India)

The GSTR 9A is the annual return to be filed by businesses registered for the composition scheme. Based on your transactions available in Zoho Books for your return filing period, you will be able to generate a GSTR-9A summary. You can also regenerate your return in case you add or edit transactions.

To do this: Go to Reports > Taxes > Annual Return (GSTR 9A) > Generate Return.

Track Costs Associated With your Project

You will now be able to create bills, sales & purchase orders, credit notes, and vendor credits directly from a project. This helps you to track and determine all costs that are associated with a particular project.

To do this: Go to Timetracking > Projects > Select the project > Click New Transaction in the top right corner to create transactions.

SMS Templates for Notifications

Users can now choose between template options for sending transaction details by SMS. The template options available are Brief, Short and Detailed. You will also be able to send SMS thanking customers for the payment received manually in the Payments Received module by clicking Notify via SMS.

To do this: Go to Settings > SMS Notifications > SMS Templates > Click Change Template > Select a template > Click Save.

Insert Multi-line Text Boxes using Field Customization

Multi-line text boxes in Zoho Books allow you to enter up to 36000 characters in your custom field. So when you are sending out documents such as estimates, you can provide additional details about your product or service to your prospects. You will be able to create a maximum of 5 multi-line custom fields for your organization.

To do this: Go to Settings > Preferences > Select any module > Field Customization > + New Custom Field > Select Data Type: Text Box (Multi-line).

Apply Taxes on Shipping Charges (UK)

While creating transactions you will now be able to associate taxes on the Shipping Charges, thereby helping you stay tax compliant in all ways. You'll be able to find the option Apply VAT on Shipping Charge below the Shipping Charges field.

To do this: Create a new transaction > Enter all the details > Enter the Shipping Charges > Click Apply Vat on Shipping Charges > Select the rate of VAT.

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