Zoho Books | Product updates | June 2025

Zoho Books | Product updates | June 2025

Hello Users,

We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease.

Introducing Change Comparators in Workflow Rules

We’re introducing new comparators in workflow rules that you can add to your criteria. The new options include changes, which triggers when any value changes; changes from, which triggers when a value changes from a specific value; and changes to, which triggers when a value changes to a specific value.

Note: This feature is applicable only to custom modules and supports all field types except Multi-select and Text Box (Multi-line) fields.

HSBC Online Payment for Vendor Batch Payments

We’re introducing HSBC online payments for vendor batch payments, allowing you to pay directly through your HSBC account connected to Zoho Books.

Note: This feature is available only if the Zoho BillPay add-On is enabled for your organization.

Upload Images From Your Desktop to Email Templates

You can now upload images from your desktop to your email templates.



To upload images to email templates, go to Settings > Reminders & Notifications > Email Notifications. Select a template, hover over it, click the dropdown that appears, and select Edit. Then, click the Upload icon and select Upload in the Add Image pop-up that appears.

Apply Line Item Discounts With Avalara Integration [United States and Canada Editions]

We now support line item level discounts for organizations integrated with Avalara. You can apply discounts directly to individual line items, and Avalara will accurately calculate taxes based on the discounted amounts.




Apply Credits Applied On Date to Bills 

We now support the Credits Applied On date when applying Vendor Advances, Excess Payments, and Vendor Credits to Bills. This allows users to record the credits applied on these transactions on a future date later than the original posting dates. When the Credits Applied On toggle is enabled, the Credits Applied On field will display the recent date  of the Bill or Payment Date/Vendor Credit Date. 

Support for Local Taxes [Mexico Edition]

You can now create local taxes that are managed by State and Municipal authorities and not directly by the federal tax authority of Mexico (SAT) in your Zoho Books organization. These local taxes can be either transfer or retention types, depending on how the specific tax is applied.



To create local taxes, go to Settings > Taxes & Compliance > Taxes > Tax Rate. Click + New Tax, enter the Tax Name and Rate, select the Tax Type as Local Tax, and then click Save.

Exclude Optional Fields When Pushing E-Invoice [India Edition]

You can now choose to exclude optional fields when pushing your e-Invoice to the IRP.




To exclude optional fields, go to Settings > Taxes & Compliance > Taxes > e-Invoicing. Click Configure next to Configure optional fields for e-invoice push. Select the optional fields you want to exclude, then click Save.

Dynamic lookup fields

You can filter the records to be displayed in the lookup custom fields. Only the records that match with the criteria that you define when you create the custom field will be displayed. Additionally, we’ve introduced the Show Source Module Records Independently option. If selected, the lookup filters records based on the criteria set. If no criteria are set, it shows all the module records.

For example, if you're creating a lookup for the Invoice module within the Sales Order module and want to filter invoices by Customer Name, you can set that as a criterion. If the Show Source Module Records Independently option is enabled, the field will display all invoices, regardless of the selected customer. If it's disabled, the field will initially appear blurred and will populate only after a customer is selected in the Sales Order, showing invoices related to that specific customer.



Other Feature Enhancements 

  • When transactions are grouped in reports, you now have the option to display only the total value for each group, hiding the individual transactions within it. This feature applies only to the Receivables Summary, Receivables Details, Payables Summary, and Payables Details reports.
  • We’ve introduced language support for Filipino and Bahasa Melayu in Zoho Books. You can now use the application in either of these languages.


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

    • Feature Request - Insert URL Links in Folders

      I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

    • Organization Emails in Email History

      How can I make received Org Emails to show up here?

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • How to record company set up fees?

      Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

    • How to create a drop down menu in Zoho Sheets

      I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.

    • Show Payment terms in Estimates

      Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

    • How can I calculate the physical stock available for sale?

      Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

    • When dispatched to crew, assigning lead missing

      Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

    • open word file in zoho writer desktop version

      "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

    • I want to transfer the project created in this account to another account

      Dear Sir I want to transfer the project created in one account to another account

    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

    • Weekly Tips : Customize your Compose for a smoother workflow

      You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

    • Zoho Slowness - Workarounds

      Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with

    • Custom Bulk Select Button

      Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

    • Zoho CRM still doesn't let you manage timezones (yearly reminder)

      This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me

    • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

    • BUG - Google Business Buttons - Add a button to GBP Post

      I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

    • Rich text Merge field - Not using font specified in HTML

      I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

    • 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

    • CC and/or BCC users in email templates

      I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

    • Trying to export a report to Excel via a deluge script

      I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

    • Need help to create a attach file api

      https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

    • Export view via deluge.

      Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

    • 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

    • Outdated state in mexico

      Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

    • Support new line in CRM Multiline text field display in Zoho Deluge

      Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

    • Possible to generate/download Quote PDF using REST API?

      See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

    • Creating an invoice to be paid in two installments?

      Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

    • Zoho CRM Calendar | Custom Buttons

      I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

    • Replace Lookup fields ID value with their actual name and adding inormation from subforms

      Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

    • Can a Zoho Sites page be embedded into another website (outside Zoho)

      Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding

    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

    • Transition Criteria Appearing on Blueprint Transitions

      On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't

    • Zoho CRM Sales Targets for Individual Salespeople

      Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

    • Transfer all Related Data to new Account Owner

      Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really

    • Can i connect 2 instagram accounts to 1 brand?

      Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

    • Next Page