Zoho Books | Product Updates | November 2024

Zoho Books | Product Updates | November 2024

Hello users,

We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift.

Attach XRechnung to Invoices [Germany Edition]

When you create an invoice, you now have the option to attach an XRechnung compliant invoice file to the email sent to your customer. This feature ensures that your invoices meet the legal requirements for transactions with government or public organizations in Germany.



To include an attachment of XRechnung in the invoice sent to your customer, go to Sales > Invoices. Create an invoice and click Save and Send. Check the Attach XRechnung option.

Extend the Validity Period of e-Way Bills [India Edition]

E-way bills are valid only for a specific period of time. This may cause issues during unexpected circumstances such as an accident, which can delay the transportation of goods. We've introduced an option to extend the validity period of an e-way bill.

This option is only available for e-way bills that are in the Generated and Expired statuses. You can extend the validity of an e-way bill 8 hours before or 8 hours after its expiration time. 



To extend the validity period of an e-Way bill, go to e-Way Bills > Select an e-way bill and click Extend e-Way bill at the top.

Validate VAT [Germany Edition]


You can now validate the VAT Registration Number to ensure that a business associated with it is still active. This is required for applying reverse charges on Sales transactions and will also serve as a verification step for e-invoicing.

To validate a VRN, go to Settings > Taxes and Compliance > Taxes > Vat Settings. Enter the Vat Registration Number (VRN) and click Validate.

Manage your Income TDS Rates [India Edition]

With the addition of the newly-introduced  Direct Taxes tab under Settings, you can easily manage your TDS rates. Now, you can select whether to associate TDS at the line-item level or the transaction level from Income TDS Settings.  You can also view the total number of transactions associated with different modules for a TDS rate by clicking View Associated Entities. For recurring transactions, such as recurring bills and invoices, clicking on the total number of transactions will redirect you to the list page.



To manage your TDS Rates, go to Settings > Taxes and Compliance > Direct Taxes > Income TDS Rates. To see the total number of transactions linked to a TDS rate across different modules, hover over the TDS rate, click the dropdown, and select View Associated Entities.



To manage your TDS settings, go to Settings > Taxes and Compliance > Direct Taxes > Income TDS Settings.

Associate Multiple Criteria for Workflows

At times, you might need to create multiple workflow rules to complete a  task. For example, if you want to send an email alert and notify a third-party application via webhook whenever the status of a created invoice changes in Zoho Books, you would have to create multiple workflow rules for the different invoice statuses. This can be time-consuming and may exhaust the number of permitted workflow rules you can create under your organization's plan. 

Now, you can achieve the same outcome with a single workflow rule by associating multiple criteria and linking them to their appropriate actions.



Write Off Customer Opening Balance

If a customer is unlikely to pay their outstanding balance, if there are discrepancies, or if the account has remained outstanding for an extended period, you can write off the customer's opening balance. You can also cancel the write-off.



To write off customer opening balance, go to Sales > Customers. Select a customer and click View Opening Balance. Click the Menu icon and select Write Off.

Auto-Populate Customer or Vendor Details [India Edition]

Creating a customer or vendor can be time-consuming, especially when you are adding multiple entries. If this is a concern, we’ve got you covered. You can now auto-populate the contact details by entering the GSTN of the customer or vendor, which will be fetched from the GSTN portal. You can then select the address from the list of addresses associated with that GSTN. Additionally, you can edit the auto-populated details as needed.



To auto-populate contact details for your customers, go to Sales > Customers > Select a customer and click + New. Click Fetch From GSTN and enter the GSTN. Click Fetch Customer Details. Similarly, you can auto-populate contact details of your vendors.
​

Bulk Export Invoices as a ZIP File

Downloading invoices separately and searching for them can be a hassle, especially when you’re downloading multiple invoices. Now, you can download multiple invoices as a single ZIP file with just the click of a button. A single ZIP file is easier to manage and transfer and keeps all the documents together. 




To bulk export multiple invoices as a single ZIP file, go to Invoices > select invoices and click the ZIP icon.

Import or Export Custom Modules

We have extended the import and export option to custom modules. The import/export will occur asynchronously, with the first module being imported/exported first, followed by the second module upon the completion of the first import/export.
If your file exceeds 1,000 or your export file exceeds 25,000, the import/export will be scheduled, and a summary will be emailed to you after successful completion.



To import/export custom modules, go to Custom Modules. Select a custom module. Click the More icon and select the required option. 

Other Enhancements

  • If the number of default filters exceeds 10 or if there are any custom views for a module, a search bar will appear, allowing you to search for the desired filter.
  • We have introduced a new label, Bill Amount Without TDS in vendor payments, allowing you to view the bill amount excluding the TDS deduction and the TDS amount separately.
  • You can now enable endorsements for SEZ and overseas customers, indicating whether the supply is made with or without the payment of Integrated Tax (IGST). This feature is only supported in Spreadsheet and Standard templates, and your business must be GST-registered.
  • You can now search all fields in a custom module rather than just the primary field. Previously, we only supported lookups for the primary field of a module, but this feature has now been enhanced to support lookups for all fields in custom modules.


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 byte-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

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.

      Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.

    • Customer Grouping

      Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

    • Bank Receipt Catagorization

      Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

    • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

      I'm trying to make changes to a query but every time i try to save it i get this error message.  I'm not touching the data it's flagging.  All I've tried to do is reorder a couple of fields and add a new one.  Why won't it let me do this?  It's a core

    • Exclude Segment from Campaign Recipients

      I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

    • Reschedule Multiple/Mass Calls at Once

      When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.

    • Option to Empty Entire Mailbox or Folder in Zoho Mail

      Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

    • I want to Make the due date of the project appears automatically

      hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't

    • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

      Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

    • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

      Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

    • Deluge Tips & Tricks: Mastering dates and times

      Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether

    • Adding a Button in a Form in Zoho Creator App

      Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific

    • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

      Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

    • Internal Exception for Creator function

      I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?

    • How to Set Up a Custom Domain and Customize Homepage

      Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the

    • Announcing new features in Trident for Mac (1.26.0)

      Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.

    • Default Value on a Number

      Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks Dan

    • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

      I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

    • Tip#45: Custom Tags and Cluster Tags

      Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage Tags

    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

    • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

      I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

    • [Free Webinar] User Management in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • A couple of minor enhancements to Workflows

      Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"

    • Business Continuity - Disaster Recovery

      I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were

    • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

      Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our

    • Narrative 11: Are your customers happy?

      Behind the scenes of a successful ticketing system: BTS Series Narrative 11: Are your customers happy? Happiness isn't just something you experience; it's something you remember. Hear your customers' voices by enabling customer happiness ratings in Zoho

    • Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment

      When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type

    • Organization Emails in Email History

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

    • Signature field is showing black

      Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

    • Zoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more

      Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preference

    • How to Delete/hide Google adwords section from Layout?

      Hi people, maybe someone can tell me how to remove or hide the Google adwords section from my layout? Im not using it and it takes too much space.

    • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

      he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Not all emails from outlook365 migrated to my new zoho account

      I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest

    • Way to update CRM records in quik view

      I have custom module in zoho crm and that module have 500 records. I want a quick way or UI so that user can easily update the record information in quick view without going to record detail view or edit view. I tried zoho sheet option but in zoho sheet

    • Writer sing up problom

      Zoho writer sing up prolom face

    • Where to integrate Price Book and Product List Price

      Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset

    • Form / CRM Integration Not entering into workflow

      I have a simple form setup with company name, first name, last name and lead source. Each of the fields are mapped to CRM Leads module. When the form is submitted, the lead is populated properly. I also have a workflow created that when the lead source

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Next Page