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

    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Problem with Workdrive folders

      I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

    • Create an Eye-Catching Announcement Widget for Your Help Center

      Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Customer Management: #6 Common Mistakes in Customer Handling

      Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't

    • Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

      Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect

    • Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

      Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App

    • Zoho Desk Android app update: Norwegian language support

      Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update

    • Field Description is very small

      Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup".  Example:

    • 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.

    • Payment Vouchers

      Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?

    • API in E-Invoice/GST portal

      Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

    • When I click on PDF/PRINT it makes the invoice half size

      When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books

    • Search by contain letter in a column

      Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" then

    • Enrich your contact and company details automatically using the Data Enrichment topping

      Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

    • Easier onboarding for new users with stage descriptions

      Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

    • Zoho Books Invoices Templates

      It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

    • Can add a colum to the left of the item in Zoho Books?

      I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.

    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

    • 2025 Ask the Experts sessions wrap-up : Key highlights from the experts

      Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so

    • How to disable the edit option in subform

      How to disable the edit option in subform

    • Adding non-Indian billing address for my Zoho subscription

      Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

    • Move record from one custom module to another custom module

      Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basically

    • Convert Lead Automation Trigger

      Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched

    • Notes Not Saving

      Hello,  My notes are continuously not saving.  I make sure to save them, I know the process to save them.  It is not operator error.  I go back into a Leads profile a while later and do not see the previous notes that I have made.  I then have to go back and do unnecessary research that would have been in the notes in the first place.  Not a good experience and it is frustrating.  Slows me down and makes me do unnecessary work.  Please resolve.   As a quick heads up, deleting cookies is not a fix

    • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

      We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In

    • Prefill form with CRM/Campaigns

      I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which

    • Triggering a campaign automation from a Form

      I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered

    • Name changed in settings for mailbox but still not changed when typed in To field

      In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

    • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

      In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

    • Formula fields

      Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Is it possible to use module field filters via URL parameters?

      It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: My

    • Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

      Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be

    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

    • Lightbox Pop-up form

      I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically

    • Data Processing Basis

      Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows

    • Next Page