What's New in Zoho Payroll [Indian Edition]: July 2020

What's New in Zoho Payroll [Indian Edition]: July 2020

Hi everyone,

As we look forward to the second half of 2020, we hope that things improve on all fronts.  Meanwhile, we have been working to enhance your payroll processing experience in Zoho Payroll. Check out the new updates we have for you this month.

Option to delete loans

You can now delete the organisation loans that you've created in Zoho Payroll if:
- they are not open (active) in an employee's account,
- they are cancelled, or 
- repayments have been made offline (in this case, record manual repayments and close the loan before deleting the loan)
To delete a loan:
  • Go to the Loans module.
  • Click Manage Loans.
  • Click the Trash icon next to the loan you want to delete.
  • Click Yes to confirm.


Bulk-download payslips and TDS sheets in a paid pay run

Once a pay run is processed, payslips and TDS sheets for all employees will be auto-generated. You can now download all the payslips and TDS worksheets present in a pay run in bulk.

To download the payslips and TDS sheets:
  • Go to the Pay Runs module.
  • Click the Payroll History tab.
  • Click the payroll in which you want to download the payslip or TDS sheets.
  • Click the More icon and select Download all Payslips or Download all TDS Worksheets.
  • Choose where you want to save the file on your device and the file will be downloaded.


Display employees' departments in payslips

In addition to PAN, YTD, and work location, you can now include employees' departments in their payslips. To add this:
  • Go to Settings, then Payslip Templates.
  • Hover over a template and click the Pencil icon.
  • Check the Department option.
  • Click Save.


Sync custom field information from Zoho People

You can now sync custom fields created in Zoho Payroll with fields in Zoho People to populate information. You can configure this sync while you enable the Zoho People and Zoho Payroll integration, or when you create a custom field in Zoho Payroll. For example, let's say you want to sync 'Reporting to' information from Zoho People with Zoho Payroll. You can create a custom field in Zoho Payroll with the name 'Reporting to' and then map this field to the field present in Zoho People.

To map custom fields:
  • Create a custom field in Zoho Payroll with the desired name.
  • Go to Settings > Zoho Apps > Zoho People > View Details.
  • Click Edit Field Mapping.
  • Find the custom field under Other Information.
  • Map the relevant field from Zoho People and click Save.
  • Click Instant Sync.


Enhancements to the Reports module

New filter options have been added to the Reports module to help you with your organisation's payroll analysis. You can filter all the reports by department, designation and work location.
To apply filters on a report:
  • Open a report.
  • Click Customise Report in the top band.
  • Select the desired filters and then click Run Report.


You can also export these reports in PDF, XLS, and XLSX formats, or export any report into a Zoho Sheet and analyse it online.

Export the Deduction Report

You can now export the Deduction Report with a deductions summary for a specified period (for example, Total EPF Contribution for the first quarter of the financial year). To export a specific deduction report:
  • Go to Reports > Deduction Reports > Deductions Summary.
  • Within this report, click the report that you want to view in detail.
  • Click Export as and choose the desired file format to export the report.


We hope these enhancements make your work easier. If you've tried them, we'd love to hear your feedback in the comments section below.. You can contact us at support@zohopayroll.com for further assistance.

Stay safe!

Sincerely,
Supriya A
The Zoho Payroll Team

    • Sticky Posts

    • Zoho Payroll | Quarterly Product Updates For 2024

      As we navigate through the ever-changing payroll landscape, we bring you the latest updates that span the first quarter of 2024, tailored to meet the diverse needs of employers and employees in India, the UAE, and the US. From useful integrations to refined

    • Introducing Academy 🎉: your go-to hub for all things payroll

      Hello! We're thrilled to launch our newest payroll resource hub - Academy by Zoho Payroll [for India] - the information repository where you can go to learn everything about payroll. Introducing Academy by Zoho Payroll Why did we build Academy? Payroll

    • Recent Topics

    • How can i Customize Delivery Note?

      I need to customize delivery note like change the tittle for language purposes and also include only the balance due

    • Delivery note template

      We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing

    • INTERCOMPANIES INVOICING

      Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices

    • Zoho CRM Theme Color?

      I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

    • How can i force the user to select a project when creating an invoice ?

      Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.

    • Sales

      1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?

    • Include Project Hours when Creating Estimates from Projects

      Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given

    • acc

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//

    • South African Payment Gateways

      Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

    • CRM Implementation

      I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?

    • Zoho Social integration with Zoho Flow

      Is there any plans for Zoho Social integration with Zoho Flow?

    • Marketing 2.0 has been a catastrophe

      Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.

    • Cannot average "Duration (Time)" from Pick List History Tracking in Reports

      Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar

    • Customer Statement Template

      Hi. how can i add order number "customer LPO number" in the customer statement. regards

    • Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

      Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on

    • Need to send a single email to up to 20 recipients

      I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allow

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • Unable to Schedule One-to-One Emails in Zoho CRM

      Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’ve

    • Canvas Detail View Related List Sorting

      Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

    • Repeatable Fields/Sections in Zoho CRM

      Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles named

    • Zoho Analytics: Requests for view access

      Hello, We have a user that might request access to a certain view, report etc. However this request for access is being sent to different admins within the workspace, is is possible to set who the "approver" is of these requests? If not what are the rules

    • Boolean Fields in Mail Merge Displaying as Checkmarks

      I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document — is there a way I can get those to display as checkboxes?

    • Formula in Sub Form

      Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there

    • Email alias already exist

      Hello, I'm getting an error message the email alias already exist when attempting to add 2 email addresses. The emails are associated with an account I deleted. I started a new account and need to add them back to get 1 email at each. I have an open ticket

    • Migrate emails from a shared mail box to a private mail box

      How is possible migrate a shared mail box if the migration tool require a password, and the shared mail dosent have ?

    • Support poor service

      I just wanted Zoho support to give me some more concrete answers. I’m facing SMTP error issues, and they told me that the South American IP was experiencing problems, but they didn’t provide an estimate for when it would be resolved. Now my company is

    • Zoho say my domain seems to be already associated with another account

      I created a zoho account for try my domain mail configuration. When I want to add my domain in this page https://mailadmin.zoho.com/hosting?plan=free then this shows an error that is "This domain is already associated with this account a*****n@f*****."

    • Incorrect Device Time

      Hi On my windows laptop I can't sign into Zoho mail due to "incorrect device time". I'm in Toronto, Canada. How can this be resolved?

    • Get user images by API

      Hi For our internal management software, I want to retrieve user photos via REST API: curl --location --request GET 'https://profile.zoho.com/file?fs=thumb&ID=<zoid>' \ --header 'Authorization: Zoho-oauthtoken <token>' The token has `profile.userphoto.ALL`,

    • Depois de 1 ano não consigo receber e-mail

      Consigo enviar e-mails mas não estou recebendo nenhum e-mail isso aconteceu pontualmente após eu completar 1 ano de uso. Me ajudem por favor

    • Submitted form URL

      I am using the feature "Include a link to allow respondents to edit their responses" for the first time. This URL is included in the email sent to the user after they press Submit. If a form is Saved, there is a section called Partially Saved Entries

    • Function for Emails tranfer from Lead to Deal

      Hi Due to the fact that my Deals conversion needs to be done in 2 ways - depending on the fact if those records already exists or not - resources in fields are different. I am making function control conversation for Leads but I have problem with transferring

    • Create a new immigration service- Similar to immigration law software

      It will be good if you can build a new service. Data will be pulled from the employee form. Then automatically users should be able to complete immigration forms like I 129, ETA 9089, ETA 9035 E, G- 28, W4, I 9 PDF forms and then be able to send for signature with Zoho sign. Immigration Softwares like docketwise can be used for ideas. The advantage with this it sits within Zoho people and employees don't have to feed data in another system

    • Accessibility in Zoho CRM: Not just a feature—a way to empower

      For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that

    • Zoho Meeting very bad video quality

      Hello, I need 1080p HD on my Zoho Meeting as explained here: Low Resolution/Quality Video (zoho.com) Currently, video quality is lagging with 400mb internet which is not acceptable for my business. My 1080p 60FPS webcam performs well on platforms like

    • Contacts with Deals not appearing.

      What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

    • Version of Cliq included with Zoho One and Limitations

      I'm confused by the information presented in the application detail page of Zoho One. I'm a solopreneur with a single-seat Zoho One Enterprise license and I need to communicate externally .. extensively. The plan details page suggests channels are limited to 100 members. Whereas the pricing plan comparison page on the Cliq marketing site says 2500 for enterprise level.  If it's 100... that's going to kill my use case as it is my understanding that external customers can only be communicated with

    • Resubmit for Approval for Zoho Books Module in CRM

      The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and

    • Next Page