Zoho Books | Product updates | August 2025

Zoho Books | Product updates | August 2025

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

Introducing Widgets Pane in Zoho Books

We’re excited to launch the Widgets Pane. Located on the Right-Hand Sidebar (RHS), this pane provides quick access to Announcements, Webinars, Page Tips, Extensions, Contextual Tasks and Chat, WhatsApp, and Zoho Notebook.




Apply Multi-level discount to Transactions [India Edition]

You can now apply discounts to transactions at line-item and transaction level simultaneously. You can also apply discounts at line-item level in Debit Notes. Additionally, we've introduced customizable discount account tracking, which allows you to track discounts in  separate accounts.

Note: This feature is available only in the Elite and Ultimate plans of Zoho Books.

To enable the multi-level discount for transactions, go to Settings> Preferences > General > Do you give discounts? > Select the option At Line Item Level and at Transaction Level > Click Save.

Configure Threshold for e-Way Bills [India Edition]

You can now configure an appropriate threshold for your e-Way bills based on your state’s regulations.



To configure a threshold for e-Way bills, go to Settings > Taxes & Compliance > Configure Threshold > Enter the Threshold > Click Save.


Generate e-Way Bills for Gold [India Edition]

You can now generate e-Way bills for the intra-state transport of gold and precious stones when the consignment value exceeds ₹2 lakh. You can also set a threshold limit for e-Way bills generated for gold.



To enable this, go to Settings > Taxes & Compliance > Configure Threshold > Check the option Enable e-way bill generation for gold items. > Enter the Threshold value > Click Save.


Update Transporter Details [India Edition]

You can add or update transporter details for e-Way Bills that are in the Generated or Part A Generated status. This is useful if you didn’t include the transporter information when generating the e-Way Bill, or if you want to update it later.



Integrate Zoho Payments Feeds in Zoho Books

Zoho Books now supports Zoho Payments feed integration, allowing transactions to be automatically recorded under Sales, Expenses, and the Zoho Payments Clearing Account. This ensures accurate, real-time tracking of payments and reduces the need for manual entries.


Bulk Validate HSN/SAC Code

As per GST regulations, all HSN or SAC codes in a transaction must be valid. Zoho Books allows you to correct invalid HSN/SAC codes for the current return period or a selected date range using the Validate HSN/SAC section inside the HSN Summary of GSTR-1. A new HSN/SAC Update History section in the GST Filing dashboard allows you to track the status and view updated transactions.


Zoho Inventory Add-On Updates


Enhancement to Export Composite Items

With this enhancement, the export of composite items with more than 25,000 records will be processed as a scheduled task. Once completed, you will receive a summary email with a download link.

Customize Columns in Purchase Receives

We’ve added support for column customization on the Purchase Receives list page.

Shipment Details Report

We’ve introduced the Shipment Details Report, which provides a detailed overview of all your shipments made within a specific time period.



Introducing Replenishments

Replenishments help restock low-stock items based on parameters like Reorder Level, Maximum Stock Level, and Order Type. Replenishment tasks are generated as per the configured schedule and can be used to create Purchase or Transfer Orders. They ensure accurate restocking at the item or location/warehouse level, avoiding stock outs and over stocking.

To enable Replenishments, go to Settings > Items > General > Slide the Enable toggle next to Replenishments.

Advanced Inventory Tracking with Unit Conversion

We now support unit conversion for batch and bin tracked items. You can now buy, sell, or move inventory in their preferred units of measurement, even when advanced tracking (batch/bin tracking) is enabled.

Custom View Support in Sales Receipts

You can now filter your sales receipts by creating custom views.


Other Feature Enhancements

  • You can now scan and add items directly to line items. If the same item is scanned multiple times, the quantity in the existing line item will automatically increase. For items with advanced tracking (Serial or Batch tracking), both the item and its tracking details can be captured in a single scan. Scanning a serial or batch number will add the item along with its associated tracking information.
  • You can now view the journal credits applied to invoices and bills in the respective customer and vendor statements.



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

    • 【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法

    • Inventory to Xero Invocie Sync Issues

      Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

    • How to activate RFQ? What if a price list has ladder price for items?

      Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?

    • 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

    • Can't join canal Developers Zoho User

      Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

    • Desk Email reply - set default font / use custom font

      Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is

    • Notes created in mobile can no longer be accessed in desktop

      Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

    • PDF Templates - Checkbox Borders

      Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single

    • Zoho CRM's custom views are now deployable from sandboxes

      This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • Settings Icon No Longer in ZOHO Desk?

      In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?

    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

    • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

      Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer

    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

    • Simplified Call Logging

      Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

    • Sub form doesn't as formula field

      Is it possible to get formula field in sub form in futures?

    • Week date range in pivot table

      Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

    • How do I get Status History data of my Projects?

      I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?

    • Is it possible to hide fields in a Subform?

      Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the

    • Single Task Report

      I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the

    • Weekly Tips :Instantly find what you need with Attachment Viewer

      Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between

    • Putting Watermark on Zoho Sheet

      Can this be done?

    • Missing Zoho Desk integration option for form workflows

      According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.

    • 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

    • Gantt for 2 or more projects

      Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.

    • Integrating a Zoho Project Gantt Chart into Reports

      Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks

    • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

      Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

    • Displaying related quotes in sales order and back

      Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

    • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

      We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong

    • Clearing Fields using MACROS?

      How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

    • Migrating a Zoho Forms form into Zoho Creator

      Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad

    • Is there any way to recall an email sent using Zoho CRM?

      If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.

    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Problem with reports due to "Connected" items change - Yes this IS a problem

      Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items

    • Zoho sheet desktop version

      Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

    • Introducing notifications in the vendor portal

      Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version

    • 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.

    • LESS_THAN_MIN_OCCURANCE - code 2945

      Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun

    • Next Page