What's New in Zoho Books - April 2024

What's New in Zoho Books - April 2024

Hello users,

We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them.

WhatsApp Integration in Zoho Books 

You can now connect WhatsApp to your Zoho Books organization to send notifications of payments and sales transactions directly to your customers. You will be able to customize marketing and utility templates for each module to send notifications. You can also initiate conversations with your customers directly from the app.

Learn how to set up WhatsApp integration in Zoho Books in our help document.

To enable WhatsApp for your customers, navigate to Sales > Customers, select a customer, and edit their Primary Contact or Contact Person details on the overview page. Then, enable WhatsApp as their Communication Channel.



Record ACH Payments for your Retainer Invoices


We have supported ACH payments for your retainer invoices which means, you can record ACH payments for your retainer invoices directly from Zoho Books. Additionally, customers can make ACH payments through external links or in the customer portal. Once the payment clears within 3-5 business days, a payment receipt will be generated for the invoice in Zoho Books.

To record ACH payments, go to Sales > Retainer Invoices. Select your preferred ACH payment gateway when creating or editing an invoice.



Add your MSME details in Zoho Books [India]

As per Section 43B(h) of the Finance Act 2023, you should make payments for purchases from (Ministry of Micro, Small & Medium Enterprises) MSME registered businesses within 45 days from the date of purchase to ensure timely payments to avoid tax implications.

If your organization is MSME registered, you can add your MSME details in Zoho Books. Simply enter your MSME/Udyam registration number in your organization's address. Additionally, you can add the MSME details of your vendors in Zoho Books, to track and manage unpaid bills from MSME vendors directly from your dashboard and make timely payments within the 45 days.




Apply Late Fees to Your Invoices [US Edition]

Now, you have the option to apply a late payment fee if your customer misses the due date for an invoice. You can specify how many days past the due date the fee will be applied and choose the calculation method based on the invoice amount. Additionally, you can track all late fees applied in your organization under a default account.

To enable this feature, go to Settings > Preferences > Invoices and toggle the Late Fee Preference option.

Note: This feature is available only in the Premium, Elite and Ultimate plans of Zoho Books. Visit our pricing page for a comprehensive list of features in each plan.



Enhanced Comments & History Section 

We've upgraded the Comments & History section of your transactions with new features. Now, you can tag and notify other users about a transaction within your comments. Additionally, you can emphasise your words with style using bold, italic, and underline options.


Zoho Inventory Add-On Updates

Void Option for Transfer Orders

Now, you can easily void transfer orders that have been partially or fully processed, making them inactive. This automatically updates stock levels in both the source and destination branches. You also have the option to convert void transfer orders into drafts for any needed adjustments before resending.

To void a transfer order, go to Items > Transfer Orders, and choose Void from the More dropdown menu on the transfer order's overview page.

Cumulative Stock for Item Groups

You can now efficiently track the total stock in hand of all items within an item group to manage and reorder them easily. View the cumulative stock in hand of each item group in the Item Groups module.

Other Feature Enhancements 

UPI ID Option for Invoice QR Codes

We have introduced the UPI ID option for your invoice QR codes. You can include your UPI ID as a QR code on the PDF of your invoices. This allows your customers to scan the QR code with their device and make payments directly to your UPI ID.

To use this feature, go to Settings > Sales > Invoices > General and select UPI ID as the QR code type in the Invoice QR Code section.



TDS Surcharge and Cess [India Edition]

We have introduced the options to include TDS surcharge and cess within a TDS group tax. Now, when you apply the TDS group tax to a bill, the surcharge and cess amounts will be deducted along with the TDS tax amount.

To add new TDS surcharge and cess rates, navigate to the TDS Rates page in Taxes under Settings.



 
The Zoho Finance Workshop 2024 

Join us for a two-day workshop and get hands-on experience with our Zoho Finance suite. Registrations are currently open for cities across India, the GCC, and Canada. Visit this page to register and for more details.



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

    • 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, 

    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

    • 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

    • Create Lead Button in Zoho CRM Dashboard

      Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

    • 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?"

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • 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

    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

    • 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

    • How to create a Zoho CRM report with 2 child modules

      Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

    • 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

    • Zoho Reports Duplicating Entries

      I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the

    • 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

    • Organization Emails in Email History

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

    • 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.

    • Next Page