What's New in Zoho Books - April 2024

What's New in Zoho Books - April 2024

Hello users,

We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them.

WhatsApp Integration in Zoho Books 

You can now connect WhatsApp to your Zoho Books organization to send notifications of payments and sales transactions directly to your customers. You will be able to customize marketing and utility templates for each module to send notifications. You can also initiate conversations with your customers directly from the app.

Learn how to set up WhatsApp integration in Zoho Books in our help document.

To enable WhatsApp for your customers, navigate to Sales > Customers, select a customer, and edit their Primary Contact or Contact Person details on the overview page. Then, enable WhatsApp as their Communication Channel.



Record ACH Payments for your Retainer Invoices


We have supported ACH payments for your retainer invoices which means, you can record ACH payments for your retainer invoices directly from Zoho Books. Additionally, customers can make ACH payments through external links or in the customer portal. Once the payment clears within 3-5 business days, a payment receipt will be generated for the invoice in Zoho Books.

To record ACH payments, go to Sales > Retainer Invoices. Select your preferred ACH payment gateway when creating or editing an invoice.



Add your MSME details in Zoho Books [India]

As per Section 43B(h) of the Finance Act 2023, you should make payments for purchases from (Ministry of Micro, Small & Medium Enterprises) MSME registered businesses within 45 days from the date of purchase to ensure timely payments to avoid tax implications.

If your organization is MSME registered, you can add your MSME details in Zoho Books. Simply enter your MSME/Udyam registration number in your organization's address. Additionally, you can add the MSME details of your vendors in Zoho Books, to track and manage unpaid bills from MSME vendors directly from your dashboard and make timely payments within the 45 days.




Apply Late Fees to Your Invoices [US Edition]

Now, you have the option to apply a late payment fee if your customer misses the due date for an invoice. You can specify how many days past the due date the fee will be applied and choose the calculation method based on the invoice amount. Additionally, you can track all late fees applied in your organization under a default account.

To enable this feature, go to Settings > Preferences > Invoices and toggle the Late Fee Preference option.

Note: This feature is available only in the Premium, Elite and Ultimate plans of Zoho Books. Visit our pricing page for a comprehensive list of features in each plan.



Enhanced Comments & History Section 

We've upgraded the Comments & History section of your transactions with new features. Now, you can tag and notify other users about a transaction within your comments. Additionally, you can emphasise your words with style using bold, italic, and underline options.


Zoho Inventory Add-On Updates

Void Option for Transfer Orders

Now, you can easily void transfer orders that have been partially or fully processed, making them inactive. This automatically updates stock levels in both the source and destination branches. You also have the option to convert void transfer orders into drafts for any needed adjustments before resending.

To void a transfer order, go to Items > Transfer Orders, and choose Void from the More dropdown menu on the transfer order's overview page.

Cumulative Stock for Item Groups

You can now efficiently track the total stock in hand of all items within an item group to manage and reorder them easily. View the cumulative stock in hand of each item group in the Item Groups module.

Other Feature Enhancements 

UPI ID Option for Invoice QR Codes

We have introduced the UPI ID option for your invoice QR codes. You can include your UPI ID as a QR code on the PDF of your invoices. This allows your customers to scan the QR code with their device and make payments directly to your UPI ID.

To use this feature, go to Settings > Sales > Invoices > General and select UPI ID as the QR code type in the Invoice QR Code section.



TDS Surcharge and Cess [India Edition]

We have introduced the options to include TDS surcharge and cess within a TDS group tax. Now, when you apply the TDS group tax to a bill, the surcharge and cess amounts will be deducted along with the TDS tax amount.

To add new TDS surcharge and cess rates, navigate to the TDS Rates page in Taxes under Settings.



 
The Zoho Finance Workshop 2024 

Join us for a two-day workshop and get hands-on experience with our Zoho Finance suite. Registrations are currently open for cities across India, the GCC, and Canada. Visit this page to register and for more details.



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

    • Delete my store of Zoho commerce

      Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650

    • Ability to add VAT to Retainer Invoices

      Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

    • [Free Webinar] Learning Table Series - Zoho Creator for Asset Management with AI Enhancements

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Each month highlights a specific sector, and this time our focus is

    • How to set different item selling prices for Zoho Commerce and Zoho Books

      Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price

    • Menu Building is completely broken

      I have been 3 hours, I have not been able to edit the menu. Either it is completely broken, very little intuitive or I do now know anything... There is no way to create a megamenu, no way to create a menu. Despite the fact I go to menu configurartion

    • Can you sell Subscriptions using Zoho Commerce?

      In addition to physical products and the apparently coming soon 'Digital Products', it is possible to sell Subscriptions using Zoho Commerce?

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Multiple Languages for Product Names

      Hi, I use 2 languages: spanish and english. I want to have for every product a name in spanish and a name on english. I want to have to possibility of choosing one of these languages when making an invoice or a purchase order. Is there any way to do

    • Item with name in different languate

      Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl

    • Contacts with most tickets? Alarm for multiple tickets?

      Is it possible to see through the analytics/reports which contacts are creating the most tickets (not the most discussed ones)? Also, is there a way to set up a notification if a contact creates multiple tickets within a certain time frame?

    • Issue with Template Subject Line Format in Zoho CRM

      Hi Team, I’ve noticed that when I update the subject line of an email template in Zoho CRM, it sometimes appears in an incorrect format when used. Please see the attached screenshot for reference. Kindly look into this issue and fix this issue from backend

    • Two Data Labels in Bar Chart

      I need to create a bar chart that has both the SUM and COUNT. I've concatenated them into a formula but it converts it into a stacked bar / scattered chart. The bar chart is no longer accessible. Since i'm comparing YOY, it would be best to have it in

    • Disable field on subform row

      Hi, Is it currently possible to disable a row item on a subform? I was just trying to do something whereby until another value is entered the field is disable but for the deluge scripting interface threw up an error saying such a function is not supported on a subform. Thanks in advance for your help. Shaheed

    • Leads - Kanban view fit to screen

      Hey guys, I created a custom layout for my leads, staged by lead status. I have 10 types of status. In Kanban view I see only 4 columns/stages and need to scroll to the right to see the rest. Is there a way to make columns/stages be displayed all together?

    • Request to Differentiate Auto-Closed WhatsApp Conversations in SalesIQ

      Hi Zoho Support, I’d like to raise a request related to the way WhatsApp conversations are auto-closed in SalesIQ. Every Monday, our Sales team has to manually review each closed WhatsApp conversation from the weekend to identify which ones were automatically

    • Kanban View UI gets a revamp

      Hello everyone, In the coming week you will notice design related enhancements in Kanban View. The UI has been changed and a new option is introduced under Kanban View Settings that allows to change the color of the category headers.  Please, note that the functionality is not changed. These changes will not apply to the Activities and Visits modules. Here are the details of the changes: 1. The column widths have been fixed to 300 px. The records will have a box around them for clear distinction.

    • Can you stop Custom View Cadences from un-enrolling leads?

      I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

    • Issue with Anchor Link on Zoho Landing Page (Mobile/Tablet View)

      Hi Team, I have created a landing page using Zoho Landing Page and added an anchor link to it. The anchor link is working fine on desktop view; however, it does not work properly on mobile or tablet view. I’ve tried debugging this issue in multiple ways,

    • Simplest way to convert XML to a map?

      I've reviewed the help info and some great posts on the forum here by Stephen Rhyne (srhyne). At the moment I'm using XPath to generate a list of xml nodes, iterating through that to fetch the field name/value pairs and adding them to a map (one map for each record in the data). I then convert the row map to a string and add it to a list. Here's the function: list xml.getRecordListFromXML(string xml_data, string ele_name) {     result = List();     // get list of record nodes     rec_list = input.xml_data.toXML().executeXPath("//"

    • Introducing Creator Simplified: An exclusive learning series to enhance your app development skills

      Hey Creators! Welcome to Zoho Creator's new learning series, Creator Simplified. In this series, we'll dive into real-world business use cases and explore how to translate your requirements into solutions in your Creator application. You can also expect

    • [Product update] Updated Data Synchronization Process for QuickBooks - Zoho Analytics Integration.

      Dear QuickBooks integration users, We’re making an important update in the way data is currently synced in your QuickBooks integration within Analytics workspace. What’s changing: Previously, with every data synchronization, Zoho Analytics used to fetch

    • Zoho CRM new calander format cannot strikethrough completed task

      Hi, Recently there is a new format for calendar within Zoho CRM However, found out that a completed task will not cross out or strikethrough like previous format. Without strikethrough, it will be difficult to identify which task is still in Open status.

    • How to edit form layout for extension

      I am working on extension development. I have created all the fields. I want to rearrange the layout in Sigma platform. But there is no layout module in Sigma. How can I achieve this for extensions other than Zet CLI and putting the fields into widget

    • Employees not Users

      Hello, We are a construction company that has +180 employees and most of them are in remote location working onsite with no access to internet. Is it possible that we have data stored for all employees but have only 5-10 users who will be in charge of entering employees data? or do we have to pay for all +180 employees? even though they won't be using the system?

    • Zoho people generatimg pdf

      Hello , now i want to make a customm button in zoho people that is inside a deduction module , that fetches all the records and generate a pdf with a template that i have done in the mail merges template , i was told that i have to upload template on

    • Ability to Filter Alias Mailboxes in Zoho Recruit

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account

    • zohorecruit.com career form postcode bug

      Dear, When I select a postcode from the drop down on a zohorecruit.com career form, the street text field is automatically filled with the name of the city, which should not happen. Any idea how I can fix this? Thanks, Bart

    • Office-365-agenda and Microsoft Teams Integration

      Dear, I have a trial version of Zoho Recruit and trying to evaluate the Microsoft Teams Integration in Zoho Recruit. After registering with my Office 365 account and checking the result of the registration/sign-in at https://mysignins.microsoft.com/ (which

    • Delegate Access - Mobile iOS/iPad

      We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake

    • How to add Connector in developer platform zoho?

      Hi, I am working on creating an Extension, and part of the development is to retrieve Email templates. In my CRM instance I can invokeURL by creating Zoho OAuth connection and get the template. But developer platform does not provide Zoho OAuth or any

    • How to archive Lost/Junk Leads so sales reps don’t see them, but keep them for reporting?

      Hi everyone, In our Zoho CRM we have two Lead Status values: Lost Lead and Junk Lead. What I want to achieve is: When a lead is marked as Lost or Junk, it should disappear from my sales reps’ Lead views (so they only see active leads). At the same time,

    • Zoho CRM Canvas Copy Original Layout

      Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original

    • Is there a way to request a password?

      We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,

    • Revenue Management: #5 Revenue Recognition in SaaS

      If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should I

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • Zoho Learn Course Access Issue

      One of the learners in a specific course can't see any lessons. They are registered as both a user and learner for this course in Zoo Learn. What could be the reason?

    • ZOHOLICS Japan 2025 開催のお知らせ（再投稿）

      【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日（金）に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2

    • Phone Number format for Bulk Upload via csv for Zoho Sign

      What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv provided

    • Filter Page Elements By Selectable Date Range

      I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows the

    • Can’t Enter my Notebook is Locked

      I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t

    • Next Page