We are thrilled to bring you all the updates that we were working on over the past months. We have enhanced Zoho Payroll to be intuitive and easy to use so that both employers and employees have a great payroll experience. Here are the significant updates we've brought to Zoho Payroll:
HSBC Direct Deposit
If your organisation has an HSBC corporate account, you can now directly integrate it with Zoho Payroll and deposit salaries directly into your employee bank accounts.
Once you approve the pay run for a particular period, you can initiate the salary payment via HSBC. After the payment is authorized, salaries are transferred to employees immediately. Learn More Note: NEFT will be the default payment mode for the payments initiated from Zoho Payroll using the HSBC integration. If payments are initiated during non-business hours, the payments will be processed only on the next business day.
Here's a quick video that will walk you through the HSBC Direct Deposit integration.
HSBC integration
Add Non-Employee as Tax Deductor
You can now add a person who is not your employee, such as a third-party accountant or auditor, as a Tax Deductor in Zoho Payroll. The tax deductor will be responsible for remitting your tax to the government. Additionally, you will have to provide details such as the Deductor's name and designation.
To add the tax deductor, go to Settings > Taxes > Select Non-Employee as Tax Deductor.
Adding Non-Employee as Tax Deductor
User Permissions for Approvals
Configure permissions such that only users who belong to roles that have approval permissions will be able to access those related modules.
To configure user permissions for approval: Go to Settings > Users & Roles > New Role. Next, select the modules and the level of access you want to provide for the role.
Approval User PermissionsUpdates Related to Proof of Investments
- Filter employees who are yet to submit their Proof of Investments. Once you filter the employees, you can also export them in XLS, XLSX, and CSV formats.
- If you want to remind your employees to submit their Proof of Investments, you can now send them a system-generated email reminder.
- Previously, once admins configured the tax regime, they would not have been able to change it. Admins can now switch between the old and new tax regimes while recording the IT declarations and Proof of Investments, provided you've configured preferences to change regimes.
- You can mandate employees to upload attachments while submitting their Proof of Investments.
- In addition to uploading Proof of Investments in other formats, you can also upload .zip files.
New Form 24Q Format
The Central Board of Direct Taxes (CBDT) has introduced a new Format for Form 24Q. Zoho Payroll now supports the new format and the text files will be generated automatically in the new format.
Unique Identifiers for Loans
When you record a loan, Zoho Payroll will automatically assign a unique number to the loan. This number will help you to search and find a particular loan quickly.
If you are importing loans, loan numbers are mandatory. So, ensure the files you upload have loan numbers in them. If the imported loan numbers match the existing loans in Zoho Payroll, the existing loan will be updated with the imported details.
Unique Identifier for Loans
View Vehicle and Driver Perquisites
You can view the vehicle and driver perquisites in the Perquisite section of an employee's Salary Details. In this section, you will be able to view the vehicle and driver perquisite that will be added to payroll every month.
To view vehicle and driver expenses, go to Employee > Salary Details > Perquisites.
Viewing Vehicle and Driver Perquisites
Updates to Reports
We've added three new reports: the FBP Declaration Report, Investment Declaration Report, and Proof of Investment Report. These reports will help you view employees' declaration and investment details.
- FBP Declaration Report: This report lists the employees who have declared their FBPs. The report also provides the earnings and reimbursement details. You can view the report from any particular date.
- Investment Declaration Report: This report lists the employees who have declared their investments. Additional details such as the Total Chapter VI-A amount, total allowance and HRA income amount, and total Direct Tax amount will also be listed in this report. You can view the report from any particular date.
- Proof of Investment Report: This report lists the employees who have submitted their proof of investments. You can view the report for any given financial year.
Employee Portal Updates
We've made some changes and rearrangements and introduced new modules to enhance your employee portal experience.
- We've now introduced the Documents module in the left sidebar, where your employees can view and download their pay slips and Form 16.
- Your employees can view notifications when Flexible Benefit Plan, Reimbursement Claims, Income Tax Declarations and Proof Of Investments are released or locked and when pay slips are released.
- View the preview of reimbursement when you upload it.
- Employees can now view TDS worksheet and Pay Slip details such as Earnings and Deductions.
- Employees can now add claims for their bills from the home page of the employee portal.
- If you have any queries related to Section 80DDB, you can use the Learn More link in the Investments module for more details.
Note: The product updates listed above are the significant features and enhancements we've released from January 2022 to October 2022. However, you can view all the enhancements from our What's New timeline. From December, we will inform you about the product updates regularly in this space - as and when they happen.
That's a wrap for now! We are always eager to hear your suggestions so we can help you better. If you have a feature request, please share it in the comments below.
If you require assistance, please write to us at support@zohopayroll.com, and we'll get back to you. Stay tuned for more updates from Zoho Payroll!
Regards,
The Zoho Payroll Team
Recent Topics
Megamenu
Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications
Cannot access KB within Help Center
Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
Zoho Flow to Creator 3001 Respoonse
I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot
File Upload to Work Drive While Adding Records in Zoho Creator Application
Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be
Why not possible to generate?
Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"
email
Hi My crm email is not working, can you check, I have zoho one account.
Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox
Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are
I can't found API for Sales Receipts
Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards
Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs
Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.
Multiple Vendor SKUs
One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
Internally created tickets
Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and
Automatically change website passwords
Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar
Change Invoice Prices for an Effective Date
Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific
"Other Current Asset" accounts as "Paid Through" accounts in Expense
It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.
Multi column open text questions that allows respondents to add rows for additional information
I need to create a question that has 2 columns with open text, but I also need to allow respondents to click a "+" button, or something similar, so that they can add additional information if they choose to. I've tried using the Multiple Textboxes type
Bot Filtering & Apple Mail Privacy Protection Compliance in Zoho Campaigns
Dear Campaigns Users, The wait is over! We’re excited to announce that the enhanced bot filtering feature is now live in Zoho Campaigns. This update brings greater accuracy to your email campaign reports by distinguishing real user engagement from automated
Découvrons les détails qui simplifient vos journées de travail avec Trident
Nous nous installons dans des routines efficaces et rodées avec le temps. Chaque matin, nous ouvrons nos e-mails, passons aux messages, consultons notre agenda, puis attaquons nos tâches. Ce processus nous semble maîtrisé, mais est-il réellement optimisé
Issue with Purchase Rate Showing as “0” After Importing Items List
Dear Zoho Books Support Team, Good day. I’m reaching out regarding an issue I’m facing while importing my items list into Zoho Books. Despite mapping all fields correctly and including the purchase price for each product in my Excel file, the Purchase
API for Task Entity in Zoho Books
I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,
create invoice in zoho books from the zoho forms
Is there a native way to have create invoice in zoho books, when zoho form is completed?
Email undelivered
GOod Day I am always receiving an uncategorized-bounce to my email. I am not sure why this is happening.
Add inventory_valuation_method to items endpooints
To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)
Use Zoho to send sales receipts for Gocardless transactions
I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up
Zoho - Gocardless sales receipts
I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up
Introducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that
Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters
Hello Everyone, We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration
Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
Cooling-off Period Just Got Better: More Coverage, More Control
We’ve enhanced the Cooling-off Period feature in Zoho Recruit to give you more control over repeat applications and referrals. This helps you maintain a cleaner, more efficient recruitment pipeline. With this enhancement, you can: Prevent duplicate candidate
Revenue Management: #7 Revenue Recongition in Construction & Real Estate Industry
If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones
TikTok (and other social platform) Messages and comments of the past
When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
Restrict Employee mail deletion
Dear Zoho, Is there a way where i can restrict my employees to delete any mails from their account
554 5.1.8 Email Outgoing Blocked.
Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.
Zoho IP blocked by SpamHaus
ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye
File Upload in Creator's Subfrom
Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge
Error AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
Trigger workflow base on email clic
Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,
Bigin Form Acknowledgement
How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?
Option to Customize Career Site URL Without “/jobs/Careers”
Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
Next Page