Zoho Books | Product Updates | April 2025

Zoho Books | Product Updates | April 2025

Hello partners,

We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease.

Export Transactions in Factur-X Format [Global Edition]

You can now export invoices and credit notes in the Factur-X format. Factur-X is a standard for e-invoicing in France that embeds an XML file within a PDF/A-3 document. This hybrid format ensures the invoice is both human-readable and machine-readable, making it easy for you to read while also allowing automated processing.



Note: This feature is available only for organizations that have their Organization Location set to France. 

Generate FEC Report and GL Audit Numbering [Global Edition]

If your business is based in France, you are required to file the Fichier des Écritures Comptables (FEC) report to comply with tax regulations.This report contains all your accounting entries for the fiscal year.You can now generate FEC reports directly from your Zoho Books organization.

Additionally, it is a best practice to include General Ledger (GL) audit numbers when generating an FEC report. GL Audit Numbering in Zoho Books allows you to generate unique, sequential, and gapless audit numbers for your transactions.These audit numbers help auditors and accountants track financial data efficiently and maintain an accurate record of all transactions.

Note: These features are available only for organizations that have their Organization Location set to France. 

BillPay Add-on for Zoho Books [US, Canada and India Editions]

The Zoho BillPay add-on for Zoho Books lets businesses take better control over accounts payable. With features such as onboarding new vendors, managing vendor approvals, matching purchase orders with bills and reconciling bills, and handling batch payments, businesses can streamline their accounts payable processes and improve efficiency.

Manage TCS Rates [India Edition]

We've introduced the Income TCS Rates page under Direct Taxes in Settings. You can now create, edit, delete, and view taxes, as well as mark a tax as inactive. Additionally, we've supported the View Associated Entities option, which allows you to view the number of transactions a TCS rate is associated with.



To manage TCS rates, go to Settings > Taxes and Compliance > Direct Taxes > Income TCS Rates.  

Download Self-Invoice [India Edition]

If you are a GST-registered buyer and you purchase goods or services from an unregistered vendor under the Reverse Charge Mechanism (RCM), you can print a self-invoice from Zoho Books. This self-invoice can later be used for tax compliance purposes. 



To download a Self-Invoice, go to the bill for which you want to generate the Self Invoice, click the dropdown next to PDF, and select Print Self-Invoice.

GSTR-7 (Return for Tax Deducted at Source) Report [India Edition]

We've introduced the GSTR-7 report for users who have enabled GST TDS. This report provides details of GST TDS applied to bills and their corresponding recorded payments. By default, the report is grouped by the vendor's GSTIN, and you can further filter it by locations/ branches. Additionally, you can manage access permissions for this report under Roles. Note that this report includes only bills with recorded GST TDS payments.



Configure Webhook Retry Policy

You can configure a retry policy for webhooks, specifying rules on how failed delivery attempts should be managed.



To configure the webhook retry policy, go to Settings > Automation > Workflow Logs > Webhooks > Configure Failure Preferences. 

Custom Notifications for API Limits

We've added custom notifications for API limits. You can set up to three custom threshold values, triggering alerts when usage reaches those levels. The notifications are sent via email to specific users or roles.  Additionally, you have the option to send a sample notification for testing.



Resize Columns

You now have the flexibility to adjust column widths on the transaction list page. If a column contains lengthy text, simply hover over its edge and drag the black line next to the field to resize it. 

Customize Page Number Format for PDF Templates

You can now choose from various page number formats in your PDF templates. You can also define a custom format and select where the page number appears on the PDF. 



To customize the page number format and position, go to Settings > PDF Templates. Select a template, hover over it, and click Edit. Navigate to Header and Footer > Footer. Select a Page Number Format and Page Number Position.

Customize and View Stock Status for Items in a Transaction

When creating a transaction, you can now view both Stock on Hand and quantity Available for Sale for each item. The displayed quantity depends on the View option you select.



Display Type for Lookup Custom Fields

We now support different display types for lookup custom fields. You can choose between a Pop-Up view and a Dropdown view. This feature is currently available for specific lookup modules, including items, vendors, purchase orders, customers, projects, users, and accounts.



Zoho Inventory Add-On Updates


Add Item Description and Unit Price to the UPS Paperless Invoice

You can now add Item Description and Unit Price to the line-items of a UPS paperless invoice. Note that this feature is only available in UPS shipment integrated organizations.



Add Dropshipping Address to Sales Orders

You can now add a Dropshipping Address to sales orders. This address will be displayed as the customer's Shipping Address for that specific transaction. Please note that the dropshipping address is used exclusively for this transaction and will not be saved as the customer's additional address.



To add a dropshipping address, go to Sales > Sales Orders, edit/create a sales order, and click + Dropshipping Address.

View Sales Orders and Packages Associated with a Picklist

You can now easily navigate to associated sales orders and packages directly from the picklist's details page. 



Generate Serial Numbers

Zoho Books now supports serial number generation for purchase orders and bills in inventory add-on enabled organizations. The serial numbers will be generated for the items, and you can click Save to apply them to the items.

To generate serial numbers, select an item from the item table, click Add Serial Numbers, then select Generate Serial Numbers. Enter the starting value and count, then click Generate.

Other Feature Enhancements

  • We have introduced the Cost Per Unit column in the FIFO Cost Lot Tracking report.
  • We now support user state remembrance in the AR Aging Details and AR Aging Summary reports, allowing you to return to your previous state with all your customizations intact. You can also create custom reports to achieve a similar result.
  • You can now filter e-Way Bills without vehicle details by selecting Part A Generated in the e-Way Bill Status field. A new Expiry Date column has been added to the e-Way Bills list page, and you can sort by Date and Expiry Date. [India Edition]

 
 

We hope you like the new features and enhancements in Zoho Books! Take some time to explore the latest updates. We’ll be back next month with even more updates, as we continually strive to elevate your accounting experience.

You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you need any assistance, feel free to reach out at support@zohobooks.com.

Best regards,

The Zoho Books Team

    • Recent Topics

    • Custom modules not showing in developer console

      I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?

    • Following retainer invoice for partial payment of a sales order

      HI, We issue sales orders when a client buy a product from us. We also issue multiple retainer invoices for partial payment (2 to 4 depending of the client). Team wants to follow payment of these retainer invoices for this Sales Order. If they are paid

    • Zoho CommunitySpacesとzoho CRM連携について

      お世話になっております。 いつもご質問に丁寧に回答いただき大変助かっております。 今、当団体ではZoho CommunitySpacesを利用しており、利用ユーザ一覧をzoho CRMに自動登録（連携）したいと考えております。 そもそも可能なのか、もしあれば具体的な手順や方法はあるのかをご教授いただきたいです。 上記がないのなら、ユーザ一覧のエクスポート方法（メールアドレスと姓を含む）でもよいです。 お手数となりますが、お願いいたします。

    • Zoho Wiki or new Zoho Learn

      We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?

    • New user After moving over from QBO

      New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The

    • Sales without an invoice

      Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales

    • Zoho Sign API - Create a document from template.

      1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without using

    • Zoho Sign embedded iframe

      Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options

    • Goods in transit

      When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?

    • how to coming soon, holding site, or "under construction"

      Hi! I was wandering if was possible to create a website with the simple sign of "Under construction or coming soon" while i work on the site. if possible, how? Cheers

    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

    • Zoho People LMS VS Zoho Connect Manuals VS Zoho Learn

      in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differences

    • Marketing Automation Activities in Zoho CRM

      Hello, I've connected Zoho CRM and Marketing Automation, sent a campaign, but no data are displayed in CRM, neither in "campaigns" section inside contact profile. It is possible to display Marketing Automation activities in CRM? Also in CRM Timelines?

    • How do we get a follow up to Experts 22: Scale up your customer support with integrations & extensibility

      Hi, How do we get a followup and answers to the questions we have asked during 'Experts 22: Scale up your customer support with integrations & extensibility'. I have repsonded to the answers but have no way of following up. Thanks Brett

    • Frustrating Email Duplication and Timeline Issues Between Zoho Mail and CRM

      Hi Zoho team, Can someone please help clarify what’s going on here? Here’s what’s happening: I initiate an email to a lead using Zoho Mail. The lead is created in Zoho CRM via the integration, and the email is correctly associated with that lead. Sometimes,

    • Best Strategy to import contacts and when to create leads

      Hi, I'm new to Bigin and looking for a "best" strategy. I had and have the following idea for an use case: 1. Search for websites which I want to contact 2. Create a contact in Bigin with all the required information based on this website (via API if

    • Better implementation of Item Category on Invoices and Estimates

      1) I have added Item Category as a custom field. Honestly, this should be a native part of the item itself, and either required, optional, or not used.  2) When entering an item on an invoice, you have to enter the first character(s) of the item, otherwise

    • Bulk Update (via the 'Accountant' menu)

      Why can't we bulk update Expenses to Owner's Drawings? It always ends in failure with the error "Involved account types are not applicable". If such conversion isn't possible, why make the option available? Better to allow it though.

    • Set Reply_to parameter for "Email an Invoice" API Endpoint

      Is there a way to set "Reply To" email address when using the Email an invoice API endpoint? It doesn't seem to be in documentation, but sometimes there are undocumented parameters. If it doesn't exist, please consider adding it as parameter since all

    • Zoho Books adaptado a la legislación española. ¿Sustitutos?

      Buenas a tod@s No tenemos información sobre la adaptación de Zoho Books a la nueva ley de facturación en España. Me preguntan usuarios de zoho que deberían hacer. Propongo una lista de alternativas, si al final se opta por no desarrollar la funcionalidad

    • A Question about Email Handling (Sending and Receiving)

      Hello! I was looking into setting up Email Aliases for my domain that I purchased a while ago through Zoho Mail. I set up a singular alias already and have it linked with Gmail, and it seems to be working out well. However, I set up another alias today,

    • Kaizen #201 - Answering Your Questions | Webhooks, Functions, and Schedules

      Hello everyone! Welcome back to another post in the Kaizen series! We are incredibly grateful for all the feedback we received, and as promised, we will answer all the queries in this Kaizen series. Last week, in our 200th post, we addressed one of the

    • Zoho Projects Strict Dates for Tasks

      Hi Zoho Projects team, I would love to see a feature to allow Strict Dates for Tasks. Sometimes in projects you have dates which must not move, even if predecessor Task dates change. For example, perhaps you need to book access to a facility to perform

    • No Mark as filed buton in GSTR -3b

      We are filing our GST in GST portal -and want to mark GST in Zoho books as filed. It is possible to mark GSTR 1 as filed through Mark as filed button. But there is no such button in GSTR-3B.  How to mark corrosponding GSTR-3B as filed?

    • ranking by drag the choices instead of rank by number

      is the option of draging the choice is available instead of selecting the ranking number for each choice?

    • TASKS - Dashboard to show ALL Tasks from ALL apps.

      The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want us

    • Function #13: Transaction level profitability

      In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specific

    • Zoho CRM with Sap Business One

      I need information about integration CRM with Sap BO, thank.

    • Allow bill to nest multiple projects

      A bill (purchase) is more often than not used across multiple projects and this functionality is missing and very urgently needed for accurate reporting of purchases across projects

    • Amazon invoice in Zoho Books

      I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

    • How can I change iOS display setting at night?

      It seems like at night the two light daytime settings themes (white with blue on top or just white) are not available and I am forced to choose among a few other colours that I really don’t want, I.e., black, blue or orange. Is there a way for me to always

    • Celebrate WWW day with Zoho Desk

      Let's recall the times when we learned 'WWW' stands for World Wide Web. Whether you like to call it wuh-wuh-wuh or double-u double-u double-u, or World Wide Web, we all owe a lot to this groundbreaking invention that reshaped how we connect, communicate,

    • The power of camaraderie

      In the days before the internet boom, conversations happened face-to-face or over the phone. Phone calls were precious; every minute counted, and every word mattered. We looked forward to those moments of real connection. Even today, nothing quite matches

    • Message Content is missing/invalid fault

      We cannot create a complete template over zoho. Some features - like button adding - is missing. The templates are created on Zoho and edited on Meta to solve the problem. But still then, some features cannot be used and the message returns this failure

    • Können bereits gesendete Kampagnen im Nachhinein einer Mailing-Liste zugeordnet werden, ohne dass die Kampagne erneut versendet wird?

      Wir haben unsere älteren Kampagnen in Campaigns über Kontaktkategorien versendet. Dann haben wir umgestellt auf Mailing-Listen, damit alte Kampagnen auch in einem Archiv aufgerufen werden können. Jetzt ist die Frage, ob die Kampagnen, die über die Kategorieauswahl

    • Newsletter Templates Are Not Mobile Responsive

      Hi, I've already submitted this request to ZOHO once this morning, but for some reason your system logged me out, wouldn't accept my username/password login, and isn't showing any evidence that I've submitted this issue. So here we go again... I am under the impression that your newsletter templates are supposed to be mobile optimised: https://www.zoho.com/campaigns/blog/responsive-email-marketing.html This is clearly not the case, as the last 2 newsletters I've created in Campaigns look perfect

    • Digest Juillet - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour à toutes et à tous, Zoom sur les nouveautés de juillet dernier au sein de Zoho Community France. Zoho Commerce vous propose une expérience améliorée grâce à sa nouvelle interface ergonomique et à ses fonctionnalités avancées, conçues pour faciliter

    • 100 Rows in a Subform is too limited

      We have a custom Module in CRM called Price Sheets, when we get a PO from a client we add the items from the PO to it and then check with our vendors for pricing and add our margin etc And after it is complete we have setup custom scripts to create a

    • Uninstall unattended agent

      Hello, I'm testing many use case before we purchase assist for our remote support. While we are testing what is the proper way to uninstall agent?  I did uninstall from systray, from windows control panel but still ZohoURservice is running. How can I uninstall client side?

    • Zoho Commerce Down?

      Is anyone else's storefront down at the moment? Ours has been down for at lease an hour.

    • Next Page