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

    • 554 5.1.8 Email Outgoing Blocked

      HELP!!!!! My e-mail marymariya@zoho.com is blocked. Error: 554 5.1.8 Email Outgoing Blocked The third day I am writing to the forum, but zohosupport is not responding. Why? What is the problem? I ask to help solve the problem, because I can not communicate with my customer base.

    • Zoho Inventory: Rewinding 2024

    • Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions

      #CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho

    • Assistance with Custom Attendance Report in Zoho People

      Hi, I created a custom report in Zoho People 5.0 to track employee attendance according to our specific needs, as the existing reports do not include all the required details. However, I’ve noticed that the report doesn’t update continuously or on a daily

    • Zoho analyticsでのタブを跨いだ集計

      Zoho analyticsまたはCRMレポートなどを用いて、 見込み客タブと商談タブで共通するユニークキー(リード管理番号)を軸に、「共通選択リスト」で設定した項目別の集計を行うことは可能でしょうか？ ・要望 ①リード管理番号をキーに、見込み客テーブルと商談テーブルを結合したRAWデータを作成したい ②具体的には下記表のように「共通選択リスト」項目(サービス)別のマーケ数値を一表にしたい 　※リード＝見込み客タブ　商談・成約＝商談タブ 　　　　　リード数　商談数　成約数 サービスA　　　10　　　5　　　2

    • Key Highlights of 2024: Recalling a Year of Progress and Advancements!

      As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us

    • How to refresh the page by widget in related list?

      Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an any

    • your phone line in the uk doesnt work i need help now

      i need to speak with customer service urgently

    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

    • Missing phone numbers

      yesterday I have noticed that most contacts' phone numbers are missing. At first I thought it is a synchronisation problem with my Android phone but as I have found later, numbers are missing on Zoho. I have tried to reimport contacts from a backup but

    • Customise 404 page in Zoho Sites 2.0

      Is it possible to customise the 404 page in Zoho Sites 2? You use to create a new 404 page and that became the default 404 page, but this does not seem to work anymore? Any pointers/suggestions/support appreciated :)

    • [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

    • 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.

    • Workflow sync between zoho books and zoho inventory

      Hello, While the custom fields, validation rules and even custom buttons are sync'd between zoho books and zoho inventory, the workflow rules do not. Not sure if this is an intentional purpose of zoho team for some good reason or if it's in the development

    • Item sales account via api

      Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?

    • Zoho Please change your ways

      I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,

    • Make a ticket visible in the Community

      Hi there, It is possible to have a conversation with a customer via a ticket and eventually the proposed solution isn't possible yet. Therefore you want to add it as an idea in the Community, available and open to everyone that is in the community, so

    • Zoho email folders gone

      Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?

    • Pause/Resume Subscrtiption API

      I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?

    • Update Department on Ticket (with applied Blueprint)

      Hello, Is it possible to update the Department of a ticket which is dictated by a blueprint, e.g. I would like to change departments at different states in the Blueprint. I do not see this is an option in workflow rules or blueprint transition actions,

    • ERROR_CODE :554, ERROR_CODE :rejected due to spam

      Please verify bounce message: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. xxx@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE

    • Can't verify domain with AWS Route53

      I have a domain successfully transferred to AWS Route53 from NameCheap. When I try to CNAME or TXT Records as suggested, they are added in AWS console however zohomail does not verify them. For the TXT record zohomail says the value is wrong, whereas

    • Sent emails not going and showing "Processing"

      Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, Cycology

    • LinkedIn verification link and otp not receiving

      For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward

    • 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 ??

    • Mass pdfs into OCR field

      I am working on a Creator app that my org will use internally. Is there any way to mass upload pfs through a form with an OCR file upload field? Is Creator capable of this, or would I need to use Catalyst?

    • How to upload a file to form file upload field from deluge script.

      Hi guys, I need to store API response into Form File upload field . I'm not getting any errors but PDF file is not assigned to file upload field. You can check possibilities using below details: Method: POST URL: https://v2.convertapi.com/convert/web/to/pdf?Secret=<<SecretKey>>&Token=<<APIKey>>&Url=https://www.google.com You need to generate secretKey and APIKey by Login to https://www.convertapi.com/a/su Response: { "ConversionCost": 4, "Files": { "FileName": "www_google_com.pdf", "FileSize": 68342,

    • 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     

    • Subform Time field showing as null in script.

      Good Afternoon everyone. I am trying to take the information from my subform and populate it into a multiline field in the CRM. The code below works with no errors. The problem is, it shows that the Open and Close (Time fields) are null. But they are

    • Is there a way to sort report on record template by a specific field like date field

      Hi, Is it possible to sort the report on the record template by the date field and not the default Added Time. Please check the example bellow: The records are sorting by the added time I wand to change that by the date field,

    • Shared subfolders

      Am I right in thinking that there is no Zoho email application that allows me to create a shared inbox and then add additional folders/subfolders under that inbox? If so, this is really quite incredible and probably a deal breaker for us to start using

    • Update Multi select field values to another form table as individual record

      Hi, I am new to coding and do basics within deluge. I need help with the deluge script to meet the following requirement. Form Student Attendance The fields are : Attendance Date Course (Lookup to Course Form) Class (Lookup to Class Form) Students (Multi

    • Shared Mailbox - Mark as read for all users

      Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However

    • Allocate emails to user in a shared mailbox

      Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.

    • How to view shared mailbox in Outlook

      How to view shared mailbox in Outlook or in another software

    • Customising the approval email

      Is there anyway to customise the Approval email or to add further fields as the default looks so basic and unlike any of the other email notifications from Desk. My users just thought it was spam.

    • Pushing GCLID info from Gravity Forms to ZohoCRM

      We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

    • Issue Configuring SSO Integration with Cognito in Zoho Help Center

      Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The

    • Need manual aggregate column pathing help

      See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7

    • Merging contacts does fail because of help center membership

      I'm trying to merge two contact records (they are the same contact) where one of them is a member on the help center. The system warns me about this situation and then I de-activate this contact as an "End User" for the help center. Right now the system

    • Next Page