What's New in Zoho Books - August 2024

What's New in Zoho Books - August 2024

Hello users,

We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this August.

Update Reports Permissions


We’ve enhanced report permissions in Zoho Books to make your organization more secure. For new organizations, you will need to give access to both reports and the related modules while creating roles. For existing organizations, you will get a notification and should edit the roles missing these permissions. We’ve also added a "Skip Module Access" option so you can share reports with specific users without enabling module permissions for them.


Create Custom Dashboards


You can now customize your dashboards using predefined components, marketplace widgets, and reports. You will be able to reorder, edit, delete, and resize the charts and components in the dashboard. You can also mark your custom dashboards as favorites and manage dashboard permissions for your users. Please note that this feature is only available for the Elite and Ultimate plans of Zoho Books.


Migrate to Kenya Edition  [Kenya Edition]


We have introduced a new migration tool that allows you to migrate your Zoho Books organization from Global to Kenya edition effortlessly. This tool will appear at the top of the left sidebar if certain prerequisites are met and highlights the features available in the Kenya edition. You will also be able to disable all unsupported preferences with a single click.

If your organization has no existing taxes, the migration will occur immediately. If there are existing taxes, you will be able to replace them with edition-specific taxes or delete them.


Add Dispatch From Address [India Edition]


A dispatch address in Zoho Books is the location from which your goods are shipped. For e-Invoice enabled organizations, you can include this address in templates and PDFs of invoices and credit notes. It supports various templates like Spreadsheet, Spreadsheet Plus, Spreadsheet Lite, and custom templates.

To enable this feature, go to Settings > Customization > PDF Templates > Templates > Invoices/Credit Notes. Edit a template that supports dispatch addresses and check the Show Dispatch From Address box in the Transaction Details section.


e-Invoice QR Reader App [India Edition]


We have introduced the e-Invoice QR Reader app for iOS and iPadOS users of Zoho Books. This app scans, decrypts, and validates your e-Invoice QR codes in compliance with India's tax regulations.

Every e-invoice generated in the GST portal has a unique QR code containing crucial details such as the GSTIN and seller information. When you scan a valid QR code using the app, it displays essential invoice details like the organization name, GSTIN invoice date, total, and tax total. If an invalid QR code is scanned, the app immediately notifies the user. Download the E-invoice QR Reader app today to streamline your e-invoicing process.


Wio Bank Integration [United Arab Emirates, Saudi Arabia, Bahrain, Kuwait, Qatar, Oman Editions]


Wio is a digital finance platform licensed by the Central Bank of the UAE that offers personal and business banking services. If you have an account with Wio Bank, you can connect it with your Zoho books organization. Once you connect your bank account, you will be able to automatically fetch your bank feeds to Zoho Books without a third-party service provider.

To connect your Wio Bank account with Zoho Books, go to Banking > Add Bank or Credit Card > Wio Bank PJSC and then click Yes, Configure bank account in the popup that appears.


VAT Carry Forward [Kenya Edition]


Zoho Books now supports VAT carry forward in the VAT3 return, which allows you to carry forward excess VAT from one tax period to the next. If the current VAT value is claimable, you can select the carry forward option, and the amount will be reflected in Box 17. This allows businesses to use the extra VAT from past periods to reduce their future VAT payments and report taxes accurately.

Late Payment Penalties for VAT [Kenya Edition]


In Kenya, late VAT payments incur a 10% penalty, and the Kenya Revenue Authority (KRA) adds another 20% penalty on unpaid amounts. To handle this in the VAT3 return, we've introduced a new flow. First, the total tax due is recorded in the VAT Payable Account, whereas the penalties and interest will be tracked in an expense account. Finally, these amounts will be settled using a specific bank account to ensure financial balance.

TDS Receivables Summary Report  [India Edition]


We have introduced the TDS receivables summary report that summarizes the total TDS deductions made on invoices, bills of supply, customer debit notes, and credit notes in your organization. Additionally, the report can be grouped based on customers or TDS sections , and the columns in the report can be customized. You can use this report to verify the TDS amount deducted and reported in your Form 26AS.
 
To view your Tax Receivables Summary report, go to Reports > Taxes and select TDS Receivables Summary.


Enhanced Barcode Templates

We have made some enhancements to the barcodes in Zoho Books. Now, you can add fields like MRP (Maximum Retail Price), Organization Name, and Company Logo to your barcode templates. Additionally, you can now add units (e.g., kg, litres, pieces) to barcodes, displaying the item's measurement information along with your organization name.

To enable these features in your barcode templates, go to Settings > Items > Field Customization.


Other Feature Enhancements

  • Use custom fields to search for manual journals in the advanced search bar.

  • You can now calculate custom formula fields for all existing records, not just new or edited ones. Once the existing records are updated, you'll receive a notification.

  • Export your manual journals in bulk faster by processing files in the background and sending them to your primary email.

  • You can now include the Maximum Retail Price (MRP) of an item while creating or editing it. [India Edition] 

  • You can now apply Tax Deducted at Source (TDS) in your quotes, sales orders, credit notes, recurring invoices, purchase orders, and vendor credits. [India Edition]

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

    • Zoho POS is now available for Canadian retailers

      Hey everyone, We're excited to introduce the all-new Canadian edition of Zoho POS, which helps retail businesses simplify and manage their end-to-end business operations. Start by signing up and exploring the 15-day free trial. Sign up now How does Zoho

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • Mass update to change or shift all project dates and keep project structure + shift all sub-tasks dates with main tasks

      Most users would expect that if they change the start date of their project then that will be reflected inside the actual project and any project structure would be retained.  Additionally if a task list with associated sub-tasks is moved, most users would expect that those sub-tasks would also be moved along with their parent task.  This is not the case. For a total Project shift of dates: * the start and end date from > "Edit Project" page can have a radio button added to "shift all project tasks

    • 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

    • In-person ZUG Meetups for Real Estate Professionals - US Q1 2026

      The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discover

    • Zoho CRM custom fields not showing in zoho creator

      Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products

    • Sending email notifications based on language

      Hello. I would like to know how we can bypass the default notifications (which are just in English) for when a ticket is created/replied to/closed, to be in other languages, based on the language field in the ticket? I can create other email templates,

    • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

      Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

    • Download a file from within a zoho creator widget

      I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

    • Correlated subqueries not supported in Zoho Analytics. This creates huge limitations

      Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "Bill

    • Zoho / Outlook Calendar sync

      The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

    • Email content just contain 'OK' ,not what we expect

      create campaign API URL: https://campaigns.zoho.com/api/v1.1/createCampaign req params: {'campaignname': 'General_Outreach_d0cfc415-43aa-4b96-bb09-558e76a3dda3_50_20251117_214806_660', 'from_email': 'admin@allinmedia.ai', 'subject': 'ALL IN MEDIA', 'list_details':

    • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

      We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?

    • Reopen ticket

      Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the reply

    • Allow Admins to Transfer Ownership of Their Own Files & Folders

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability to

    • Tip#46: Capture accurate log hours

      Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the Timesheet

    • Moving to app-specific authentication for Google integrations

      Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to an

    • Lost the ability to sort by ticket owner

      Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

    • How Can i put a form in Zobot

      Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

    • Playback and Management Enhancements for Zoho Quartz Recordings

      Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

    • Zoho Analytics - Feature Request For Time Based Data Source Fetch

      Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

    • Which user's capacity is used for Shared Mailbox storage?

      We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?

    • Inserting the current date / time

      I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p". 

    • Migrate data from old to new account

      Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?

    • Campaign editor overrides href value

      I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,

    • how to add subform over sigma in the CRM

      my new module don't have any subform available any way to add this from sigma or from the crm

    • Bug Report and Suggestions for Improvement in Zoho Applications

      Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

    • Canvas Flex Box containers should not require a width/height.

      Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

    • Zoho Desk Android app update: Filter enhancement, Save Filters

      Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,

    • Very long loading times | bad performance [ZOHO DC: EU]

      Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)

    • Zia Profile Summary now supports six languages and responds faster

      After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can

    • Introducing Zoho Show Android 3.0

      Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration

    • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

      Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.

    • Peppol integration zoho invoicefu

      Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic

    • Allow Recording Only a Selected Portion of the Screen

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen

    • Restricting Calendar View to Working Hours

      Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!

    • Add Camera Background Blur During Recording

      Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

    • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

      Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are

    • Whatsapp Integration questions

      Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO

    • Allow Font Size 11 in Editors...

      That is basic functionality...

    • Next Page