Zoho Books | Product updates | May 2025

Zoho Books | Product updates | May 2025

Hello users,

We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances with ease.

New Currency Support: Caribbean Guilder (XCG)

We’re introducing support for the Caribbean Guilder (XCG). This new currency, which replaces the Netherlands Antillean Guilder (ANG), is pegged to the U.S. dollar and will soon become the official currency of Curaçao and Sint Maarten. Existing users can add XCG as a currency, while new users will have the option to set it as their base currency.

Module Level Approval

You can now configure approvals individually for each module, set the approval type, and assign specific approvers.


To configure approval at the module level, go to Settings > Sales/Purchases. Select a module, then navigate to the Approvals tab. Select an Approval Type, configure the necessary details, and click Save.

Custom Fields Support for Recurring journals

We've added support for custom fields in Recurring Journals. The custom fields configured for Manual Journals will now be available in Recurring Journals as well.

Add Payment Mode and Bank Account Details to Transactions [Germany Edition]

We have introduced new fields for Payment Mode and Bank Account in Invoices, Recurring Invoices, and Credit Notes. These fields are crucial for e-invoices following German standards like XRechnung and ZUGFeRD. Supported payment modes include Cash, Cheque, Bank Transfer, and SEPA Credit Transfer. The Bank Account (IBAN and BIC) field appears only when SEPA Credit Transfer is selected, showing all active accounts. These details will be included in exported e-invoice formats. To comply with German regulations, once an invoice or credit note is marked as Sent or Paid, both the transaction and its associated payment details (IBAN and BIC) become non-editable.



Filter and Add Reporting Tags as Columns

You can now add reporting tags as columns in the list view of the Customers, Vendors, and Items modules by customizing the columns. Additionally, you can filter transactions using reporting tags by creating custom views with reporting tags as filter criteria.

To add reporting tags as columns, go to Customers/Vendors/Items. Click the Customize icon and select Customize Columns. Choose the reporting tags you want to include as columns, then click Save.
​

To filter transactions using reporting tags by creating custom views, go to Customers/Vendors/Items. Click the All Customers/All Vendors/All Items dropdown, then click + New Custom View. In the Define the criteria (if any) field, select the reporting tag as a filter. Enter all other necessary details, then click Save.

Filter and View Sales Orders That Are Not Shipped

You can now filter sales orders that are not shipped by creating a custom view.


To filter sales orders that are not shipped, go to Sales > Sales Orders. Click the All Sales Orders dropdown in the top right and select  Enter all the necessary details, and in the Define the criteria (if any) field, select Status in the first dropdown, is in the second dropdown, and Not Shipped in the third dropdown. Click Save.

New Retainer Draw Status Column

We are introducing a new Retainer Draw Status column to track the withdrawal of retainer payments better. This column will include the statuses Awaiting Payment, Ready to Draw, Partially Drawn, and Drawn. You can now use these statuses to filter retainer invoices, perform advanced searches, create custom views and workflows, and filter reports based on the new Retainer Draw Status.

Allocate Landed Cost to Multiple Bills

We’ve introduced the option to Allocate Landed Cost to Multiple Bills. This feature is available when the bill includes a landed cost line item with an unallocated amount. You can select a landed cost item and choose an allocation method such as Quantity, Value, Dimensions, or Weight, to distribute the cost according to your business needs. Using the Add Bills section, you can filter bills by Vendor Name, Date Range, and Status, and then allocate the landed cost automatically based on the selected method. When a bill item is removed in Zoho Books, the corresponding landed cost allocation is automatically recalculated to ensure accurate cost distribution. If necessary, you can re-add the removed line item, and the system will adjust the allocations accordingly.


Zoho Inventory Add-On Updates

Introducing Kit Items

A Kit Item is a composite item that groups multiple individual items and sells them as a single unit. Kit items don't require a manufacturing or assembly process and are available exclusively for sales transactions. The selling price of a kit item is defined independently of its component items. Kit items don't have their own stock. Instead, stock is deducted from the individual components when a kit is sold. Tax and pricing are maintained at the kit level. Kit items have their own SKUs, and each kit can have up to 1,000 components. Nested kits are supported up to three levels deep. Kits can include both goods and services. If all components are services, the kit will be treated as a Service Item. Otherwise, it will be a Goods Item.

Note: This feature is not available in the Kenya edition of Zoho Books.



Introducing the New Assemblies Module 

We’re introducing a new Assemblies module, which replaces the former Bundles feature. Assemblies now have a dedicated section under the Items module in the left sidebar. Key enhancements include customizable columns, support for custom views, advanced search, quick create functionality, and dedicated assembly reports for improved tracking and insights. The Assemblies feature is also supported in the mobile app.


Support for Custom Fields at the Line-Item Level in Purchase Receives

You can now add custom fields at the line-item level in Purchase Receives.

​

To add custom fields for Purchase Receives at line-item level, go to Settings > Items > Field Customization. Create a new custom field or edit an existing one. Click Yes next to the Show when creating transactions option. Then, select Purchase Receive in the Include in Modules field. Click Save.

Enhancements to Picklists

You can now mention users in picklist comments. When a user is tagged, they will receive an instant notification, which redirects them to the specific picklist when clicked. You can also view the quantity picked on the Sales Order details page and the Invoice edit page. We now support using custom fields as placeholders in picklist notification templates for both email alerts and in-app notifications. Additionally, You can also sort the Item Details and SKU fields in the picklist list view.

Enhancements to the Picking Process

The Android app now supports external barcode scanners, including Zebra devices and mobile handheld scanners, with iOS support coming soon. A new swipe gesture allows users to quickly mark items as picked. Additionally, a search and filter option has been added to help users easily select the required items during picking.

Other Feature Enhancements 

  • We’ve now extended the maximum number of days per interval in the Inventory Aging Summary report to 120 days.
  • You can filter the Inventory Valuation Summary report by sub-categories.
  • We’ve added support for date placeholders in Manual Journal Notes and Descriptions. 


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

    • Debugging `try` blocks : Tip

      I find it annoying that if one line inside a `try` block has an error, the Deluge arser points the beginning of the block to the location of the error. BUT, if you temporarily comment out the initial `try {`  The parser goes through the whole block and

    • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

      Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

    • Use approval workflow comments in record scripts

      Greetings, i'm running an approval workflow for my records, during approval/rejection there is a step where comments are entered. i want to add there comments to the record and to use them in various deluge scripts like sending emails and so on.  how

    • ZOHO Store

      Not able to make a payment We are using Zoho One, and we are from India. The payment currency, which shows for us, is in USD. But the system says we can choose Country/Region India if it shows INR only. Attaching screenshots for more info.

    • Support Migration into Aliases in Zoho Mail

      Hello Zoho Mail Team, How are you? We are in the process of migrating some of our users from Google Workspace (Gmail and Google Drive) to Zoho. During this process, we noticed that Zoho Mail currently only supports migration into a primary mailbox and

    • API for Z Workdrive Flow Make-Integromat ?

      We are zoho workdrive fans Also we would like to have an api to work with Zoho Flow or with Make better known by its old name INTEGROMAT Is it planned and when? 3 months -6 months or more?

    • Apps Pane no longer visible

      I have read all the info and help and nothing works, I do not have a "show apps" anywhere and I can no longer see my Apps pane in the left hand side of mail, please advise how to get this back

    • Canvas View - Print

      What is the best way to accomplish a print to PDF of the canvas view?

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(8/21)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 8月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/eVOEnBsSQ2uvX4WN5Z5DeQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

    • New in Zoho Forms: Inline OTP Verification

      Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondents

    • Zoho Mail : Associate emails with Meeting records and allow multiple emails to be assocaited at once

      Is there a workaround that would allow either of these? I want to associate emails with Meeting records. I also would like to be able to select multiple emails at once for association with a record.

    • Create task from email

      Is there a way on mobile to create a task from an email? I use this feature a lot and when traveling now I read email on mobile. By the time I get to my office I forget about them since I didn't add it to a task. Is this feature missing on moble?

    • Zoho Socials - Unable to view Channels and SmartQ

      Hi, The channel Facebook has been added by the admin, however, it is not visible on the User level (employee). Other channels are visible. Also, we have the premium account, and SmartQ is not working. Can anyone help? Regards, Priyanka

    • Eliminating Manual Consolidation: Automating Currency Field Sync from Task to Project

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • We want to set the "Converted from Lead" value in Deals using a Workflow or via a Deluge script. How?

      For use in Zoho Analytics, we need the field "Converted from Lead" filled in our deal records. This field is empty everywhere, because we do not create deals directly when converting a lead to a contact. We want to do that using the API or a workflow

    • Sales Orders: Quoted_Items + items in another subform -> into Ordered_Items ?

      hello, When creating Sales Orders, is it posible to inherit/fill the Ordered_Items with all the items from Quoted_Items + all the items from a customized subform with similar fields? Since you can create a sales order in different ways (convert, new -

    • How to cancel the GSTR1 pushed to GSTN

      How to cancel the GSTR1 Pushed to GSTN, some rectifications to be done in HSN & SAC code

    • Zoho Books API — Invalid Operation Type / Scope does not exist

      Hello Team, We are unable to use the Zoho Books API from our registered application. We’ve already: Created a client in Zoho API Console using (Admin in Books) Generated the OAuth code and token successfully Used the correct scopes: ZohoBooks.fullaccess,ZohoOauth.userinfo.READ

    • Enhancements in Canvas

      Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

    • Minimum order quantity

      Is there a way to enforce a minimum order quantity - ie has to have a minimum of 250?

    • 【Zoho CRM】ポータル機能のアップデート：UIとポータルの作成フローの変更

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 目次 概要 ユーザーグループの作成フローの変更 ユーザーグループ詳細画面内のタブについて 「タブと権限」タブについて 「設定」タブについて 概要 UIとポータルの作成フローが変更されました。ポータルの新機能に先立ち、UIを一部変更しました。タブやオプションの配置を見直し、機能へよりアクセスしやすくなっています。 また、「ポータルユーザーの種類」は今後、「ユーザーグループ」と呼称され、ページ上のボタンも「ユーザーグループを作成する」に変更されます。

    • Tax on Imported goods charged by Shipping Company

      Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration

    • Prefilled Date fields auto-changed and then locked when using “Edit as new”

      If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

    • Zoho Webinar via Social Media

      Hello, is it possible to stream a Zoho Webinar via Social Media like Linkedin or Facebook?

    • Add Hebrew & RTL Support to Feedback Widget

      Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be

    • OAUTH2 isn't working with Power Automate and N8N (Zoho Desk)

      Hello, I am trying to set up an OAuth2 connection to the Zoho Desk API, but the authentication flow fails immediately. I am experiencing this issue in two separate platforms: Microsoft Power Automate (using a Custom Connector) and n8n. Instead of being

    • Kit Items Breaking Automations - "Provide mapped components for all kit items"

      This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide

    • Show item Cost value on Item screen

      The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

    • Mark shipment as delivered via api

      Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options =        {         'method' : 'post',         'contentType' : 'application/json',         'muteHttpExceptions' : true       }; var myPackNo  = encodeURIComponent('###################');

    • Setting Alternative units for an item.

      Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.

    • Zoho Inventory search when adding items to SO/PO, etc.

      I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products where

    • Item Group Attributes

      Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the products

    • Remove HTML Format - Deluge

      Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll("&nbsp;" , " "); Apart from this if you require anything please let me know Thanks & Regards Piyush

    • Using multiple languages in template

      I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before and

    • ADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE

      Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.

    • Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".

      Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.

    • About maximum number of requests per minute

      Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests

    • Approval - Report/Views

      Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?

    • "Zoho CRM Integration" option is missing in Zoho Social Settings

      I am trying to integrate my Zoho Social account with my Zoho CRM account. I am on the Professional Trial plan and my user role is "Brand Admin". However, I cannot find the "Zoho CRM Integration" or "Lead Generation" option anywhere in my Zoho Social settings.

    • 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

    • Next Page