What's New in Zoho Books - November 2021

What's New in Zoho Books - November 2021

Hello customers!

As we are inching closer to the end of this year, our team at Zoho Books is as thrilled as ever to bring you the latest round of new features and enhancements. 

From adding reporting tags for credit and debit accounts to revamping the Banking Overview page, read on to learn about the updates we've released over the last month.

Reporting Tags for Credit and Debit Accounts

When you make a transfer from one account to another, you want to keep track of it. To easily identify transfers, we have now introduced two-way reporting tags. You can associate reporting tags with both your credit and debit accounts.

For instance, you can easily identify the amount transferred between two departments or two different locations using the two-way reporting tag. This way, you can filter all your account transfers based on the tags.

To associate reporting tags for account transfers:  Go to Banking, select a bank account, and click + Add Transaction. Select Transfer to Another Account or Transfer from Another Account, click Associate Tags, choose the tag you want to associate, and click Save.



All-New Bank Account Overview Page

We've redesigned the bank account overview page to enhance your user experience. In the new page, you will be able to view details and perform actions right from the Activity Summary section. You can perform the following actions from your bank account overview page:
  • View last import details and import statements
  • View last reconciliation details and initiate new reconciliation
  • View transaction details and create a new rule
  • View the check summary
  • Activate feeds
To access the bank account overview page: Go to Banking, select a bank account, and click the Overview tab.



IOSS and OSS Reports (Global edition)

Previously, we released an update in Zoho Books that enabled you to apply taxes on transactions according to the IOSS/OSS scheme. To help you keep track of all the taxes that were applied on transactions under this scheme, we've now released a dedicated OSS/IOSS scheme report.

To view this report: Click Reports in the left sidebar, and select OSS/IOSS Reports under the Taxes section.



Add Weight and Dimensions for Items (For Inventory-Enabled Organizations)

While creating a new item, you can now enter its weight and dimensions in the units of your choice.

To enter these details: Click Items on the left sidebar and select Items. Click +New and enter the length, width, and height.



ABC Classification Reports (For Inventory-Enabled Organizations)

ABC classification is a ranking system for identifying and grouping items in terms of how useful they are for achieving business targets. In this system, inventory is divided into three categories: the items in the A category have the highest value, B category items are of lower value than A, and C category items have the lowest value.

You can now access a detailed ABC classification report if you've enabled the Inventory add-on.

To view the ABC Classification report: Click Reports on the left sidebar, then click ABC Classification under Inventory.



Zoho Books iOS App Updates

You can now deregister your organization from VAT to undo the tax setup in Zoho Books. After doing so, you will be able to create transactions without VAT treatment.  (UAE edition only)

To deregister: Open the Zoho Books iOS app, select More, then Settings, then Tax Settings, and click Deregister at the bottom.



Experience macOS Monterey to the Fullest with Zoho Books

Zoho Books is now equipped to get the most out of Apple's latest macOS Monterey update. From the ability to use Quick Notes without having to close your Zoho Books app to using Siri Shortcuts, read our blog to learn about how Zoho Books has been optimized for this update. 

You can view a list of all the previously released features from the What's New timeline.

We are always eager to hear your suggestions so we can serve you better. If you have a feature request, feel free to share it in our forum.

If you require any assistance, please write to us at support@zohobooks.com and we'll get back to you. Stay tuned for more updates from Zoho Books!

Regards,
Bennet Noel L.
The Zoho Books Team

    • Recent Topics

    • Dialing Microsoft Teams Phone Service via Zoho CRM

      I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

    • Where are scheduled emails stored?

      After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer

    • CRM Home Page Dashboard, how can i add zoho desk cases?

      How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.

    • Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

      Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

    • send file to ftp or another external service

      i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??

    • Subform Client Script

      Good day,  I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client

    • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

      hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

    • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

      L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

    • Calendar Bookings in Recruit

      Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based

    • Getting Error : Developer Tool Detected

      Hi Team, Getting the error during open the portal, error attached on the same ticket. Please check and help us to resolve the same.

    • Send Zoho Creator Template by Email or sendemail

      Hello All Question:- How we can send the Zoho creator email template using the send email by the workflow or using the Function? by the Workflow sendmail [ from: zoho.adminuserid to: "zohodeveloper@yopmail.com" subject: "Test Template" message: "Test

    • Upgraded to Zoho One but Zoho Meeting still says Free Plan

      I signed-up for the Zoho One plan. When exploring the applications included, I came across a problem with Zoho Meeting. It says it's the free plan. I emailed support but they sent me a link that doesn't work and, when I found the article on my own, it

    • 新年のご挨拶、直近のイベントスケジュール

      🎍🐍謹賀新年🎍🐍 ユーザーの皆さま、明けましておめでとうございます！ コミュニティチームの中野です。 本年もよろしくお願い致します。 昨年のZoho Japanコミュニティでは、東京・大阪・名古屋・福岡 4都市でのユーザー交流会開催や、自社最大イベント「Zoholics Japan 2024」でZoho Championの皆さまとのパネルディスカッション、10月の東京ユーザー交流会では本社CRMプロダクトマネージャーを招きロードマップ解説セッションの実施、さらにZohoアンバサダープログラムのローンチ（近日公開予定）など、新たな取り組みに挑戦しました。

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Request to Customize Module Bar Placement in New Zoho CRM UI

      Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

    • Create workflow rules based on notes

      Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.

    • Error 403: Forbidden When Updating Email Signature via API

      Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

    • Client script: Can not choose a date field for an onChange field event

      Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus

    • How to upload mass inventory quantity adjustment with batch number?

      I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr

    • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

      Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

    • Power BI connector (Zoho Creator) to Zoho Projects

      How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?

    • Upgrade User

      Hi Sir/Madame, I have 7 users in my organisation but I need upgrade more space only 2 users. Is it possibe? Thanks

    • Dashboard Auto-refresh

      Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

    • Console error with widget in View mode, not present in Edit Mode with ZOHO.CRM.API.updateRecord(config)

      hello i have that function to update an account records (from a widgets created with sigma) function handleCopyButtonCRMClick() { console.log('handleCopyButtonCRMClick'); /* * Fetch Information of Record passed in PageLoad * and insert the response into

    • add meeting link

      i want to add A meeting link in the mail when the user book the appointment then with the conformation mail i want to add meeting link there

    • Unable to add Guest Members

      We are having issues adding Guest Members to our Cliq account. We have sent out a number of request but it seems that only some people are able to access the platform. Others have received a message stating that they need to be granted access from an

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Zoho One - White Label

      Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

    • Missing parameters in request, any way i can figure out what parameters i need to add?

      const url = "https://people.zoho.com/people/api/forms/json/P_Task/insertRecord"; const inputData = { "Status": "Open", "Description": "Task to set up and configure Zoho Mail on desktop application.", "CreatedTime": "01-Jan-2025 10:30 AM", "Due_Date":

    • Address Grabber function for Zoho

      I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know

    • Can you modify "Last Activity Time" in deluge? If so what's the field name?

      I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhere

    • Running Total % in Pivot with filters

      Hi there, I have seen a few posts on this topic, but i cant seem to find one that will work when applyig filters to the data. I have Rows and Data in a pivot view I want to show the running total of revenue as a % of the total for the data set. If i add

    • Zoho desk desktop application

      does zoho desk has a destop applicaion?

    • Included in Zoho One?

      Will LandingPage eventually be included in Zoho One?

    • Add an "Impersonate" feature to Zoho Projects

      It would be nice to have an "impersonate" feature added to Zoho Projects that would allow administrators to impersonate employees to enable administrators to see for themselves what employees can and cannot see in the system. I am aware of all of the

    • Reports - custom layout - duplicate report

      Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...

    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

    • GROUPING OF CUSTOMER

      SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKS

    • Zoho LandingPage is integrated with Zoho One!

      Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

    • Next Page