What's New in Zoho Books - August 2024

What's New in Zoho Books - August 2024

Hello users,

We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this August.

Update Reports Permissions


We’ve enhanced report permissions in Zoho Books to make your organization more secure. For new organizations, you will need to give access to both reports and the related modules while creating roles. For existing organizations, you will get a notification and should edit the roles missing these permissions. We’ve also added a "Skip Module Access" option so you can share reports with specific users without enabling module permissions for them.


Create Custom Dashboards


You can now customize your dashboards using predefined components, marketplace widgets, and reports. You will be able to reorder, edit, delete, and resize the charts and components in the dashboard. You can also mark your custom dashboards as favorites and manage dashboard permissions for your users. Please note that this feature is only available for the Elite and Ultimate plans of Zoho Books.


Migrate to Kenya Edition  [Kenya Edition]


We have introduced a new migration tool that allows you to migrate your Zoho Books organization from Global to Kenya edition effortlessly. This tool will appear at the top of the left sidebar if certain prerequisites are met and highlights the features available in the Kenya edition. You will also be able to disable all unsupported preferences with a single click.

If your organization has no existing taxes, the migration will occur immediately. If there are existing taxes, you will be able to replace them with edition-specific taxes or delete them.


Add Dispatch From Address [India Edition]


A dispatch address in Zoho Books is the location from which your goods are shipped. For e-Invoice enabled organizations, you can include this address in templates and PDFs of invoices and credit notes. It supports various templates like Spreadsheet, Spreadsheet Plus, Spreadsheet Lite, and custom templates.

To enable this feature, go to Settings > Customization > PDF Templates > Templates > Invoices/Credit Notes. Edit a template that supports dispatch addresses and check the Show Dispatch From Address box in the Transaction Details section.


e-Invoice QR Reader App [India Edition]


We have introduced the e-Invoice QR Reader app for iOS and iPadOS users of Zoho Books. This app scans, decrypts, and validates your e-Invoice QR codes in compliance with India's tax regulations.

Every e-invoice generated in the GST portal has a unique QR code containing crucial details such as the GSTIN and seller information. When you scan a valid QR code using the app, it displays essential invoice details like the organization name, GSTIN invoice date, total, and tax total. If an invalid QR code is scanned, the app immediately notifies the user. Download the E-invoice QR Reader app today to streamline your e-invoicing process.


Wio Bank Integration [United Arab Emirates, Saudi Arabia, Bahrain, Kuwait, Qatar, Oman Editions]


Wio is a digital finance platform licensed by the Central Bank of the UAE that offers personal and business banking services. If you have an account with Wio Bank, you can connect it with your Zoho books organization. Once you connect your bank account, you will be able to automatically fetch your bank feeds to Zoho Books without a third-party service provider.

To connect your Wio Bank account with Zoho Books, go to Banking > Add Bank or Credit Card > Wio Bank PJSC and then click Yes, Configure bank account in the popup that appears.


VAT Carry Forward [Kenya Edition]


Zoho Books now supports VAT carry forward in the VAT3 return, which allows you to carry forward excess VAT from one tax period to the next. If the current VAT value is claimable, you can select the carry forward option, and the amount will be reflected in Box 17. This allows businesses to use the extra VAT from past periods to reduce their future VAT payments and report taxes accurately.

Late Payment Penalties for VAT [Kenya Edition]


In Kenya, late VAT payments incur a 10% penalty, and the Kenya Revenue Authority (KRA) adds another 20% penalty on unpaid amounts. To handle this in the VAT3 return, we've introduced a new flow. First, the total tax due is recorded in the VAT Payable Account, whereas the penalties and interest will be tracked in an expense account. Finally, these amounts will be settled using a specific bank account to ensure financial balance.

TDS Receivables Summary Report  [India Edition]


We have introduced the TDS receivables summary report that summarizes the total TDS deductions made on invoices, bills of supply, customer debit notes, and credit notes in your organization. Additionally, the report can be grouped based on customers or TDS sections , and the columns in the report can be customized. You can use this report to verify the TDS amount deducted and reported in your Form 26AS.
 
To view your Tax Receivables Summary report, go to Reports > Taxes and select TDS Receivables Summary.


Enhanced Barcode Templates

We have made some enhancements to the barcodes in Zoho Books. Now, you can add fields like MRP (Maximum Retail Price), Organization Name, and Company Logo to your barcode templates. Additionally, you can now add units (e.g., kg, litres, pieces) to barcodes, displaying the item's measurement information along with your organization name.

To enable these features in your barcode templates, go to Settings > Items > Field Customization.


Other Feature Enhancements

  • Use custom fields to search for manual journals in the advanced search bar.

  • You can now calculate custom formula fields for all existing records, not just new or edited ones. Once the existing records are updated, you'll receive a notification.

  • Export your manual journals in bulk faster by processing files in the background and sending them to your primary email.

  • You can now include the Maximum Retail Price (MRP) of an item while creating or editing it. [India Edition] 

  • You can now apply Tax Deducted at Source (TDS) in your quotes, sales orders, credit notes, recurring invoices, purchase orders, and vendor credits. [India Edition]


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