Zoho Books | Product Updates | March 2025

Zoho Books | Product Updates | March 2025

Hello users,

We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these updates and stay tuned for more.

Create Workflow Rules for Manual Journals

You can now create workflow rules for manual journals and trigger workflow actions such as Email Alerts, In-app Notifications, Filed Updates, Webhooks, and custom functions.



Map Additional Fields in the DATEV Export File [Global, Germany Edition]

Your DATEV export file includes 'Zusatzinformation' (Additional Information) fields, which remain empty unless mapped to fields in your Zoho Books organization. You can create custom fields or map default ones to the Zusatzinformation fields. Once mapped, the field name will appear in the Zusatzinformation - Art n column, and its value in the Zusatzinformation - Inhalt n column of your DATEV file.



Clone Delivery Challans [India Edition]

You can now clone delivery challans.



To clone a delivery challan, go to Delivery Challans, select a challan, click the More icon, and select Clone from the dropdown.

Revenue Accounts Mapping [Germany Edition]

With Revenue Accounts Mapping in Settings, you can track revenue in Zoho Books by linking manually created accounts used for turnover tracking. When selecting an item in the Item Table of a transaction, the appropriate account is automatically chosen (e.g., "Revenue 19% VAT" for items with a 19% tax rate). Once configured, sales transactions will use the mapped accounts automatically. New users will have accounts pre-populated, while existing users will need to manually create and link accounts.



To enable Revenue Accounts Mapping, go to Settings > Preferences > Accountant. Enable the Map revenue accounts to track based on VAT rates, regions, and product types option under Revenue Accounts Mapping.

Pin Columns

You can now pin up to two columns to the left of a module's list page. The pinned columns stay fixed while scrolling horizontally, making it easier to compare values with other columns.



To pin columns, go to any module, click the Customize Columns icon, hover over the fields, click the Pin icon and then click Save.

Multi-Factor Authentication (MFA) for Customer and Vendor Portals

We’re enhancing security with Multi-Factor Authentication (MFA) for both Customer and Vendor Portals. MFA adds an extra layer of protection by requiring a Time-Based One-Time Password (TOTP) in addition to the login credentials.

Admins can enable MFA in the Customer Portal settings, making it mandatory for customers and vendors to configure it via an authenticator app. After setup, users must enter a TOTP code to log in. Admins can reset MFA if needed.

Note that users who have set up MFA must still enter the TOTP even if the feature is later disabled, and should contact admins for MFA resets if they lose access to their authenticator app.



To enable multi-factor authentication  for your customers and vendors, go to Settings > Preferences > Customer Portal. Check the Enable multi-factor authentication (MFA) option.

Other Feature Enhancements

  • We now support Total Cost and Profit columns in the Product Sales Report. You can customize an existing report to include these additional columns.
  • While exporting reports, you now have the option to Enter export file name, Display column headers in each page of the PDF and to Display report data in separate pages based on the Group By field.


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

    • Payment Gateways - A unified hub to manage all your payment integrations in Zoho Creator

      Hello everyone, We're thrilled to announce that we've completely reimagined the way payment gateways are handled in Creator. The result is a centralized Payment Gateways section that provides a clean, user-friendly interface to configure and manage all

    • Community Digest Julio 2025 - Todas las novedades en Español Zoho Community

      ¡Hola, Español Zoho Community! Ha pasado un tiempo desde el último Digest pero, ¡ya estamos de vuelta con las novedades más relevantes en las aplicaciones de Zoho y su universo! Si no te quieres perder ninguna de las novedades que vamos publicando, te

    • Tip #35- How to use Notifications in Zoho Assist to stay on top of session activities- 'Insider Insights'

      Hello Zoho Assist Community! This week, we’re exploring Zoho Assist’s built-in notification system for improved visibility and accountability. Keeping track of session activity is crucial, especially when you're managing multiple remote devices and technicians.

    • Assistance with Exporting Specific Data from Zoho CRM

      Hi, Could you please guide me on how to export specific information, such as the model number and serial number, from the Accounts module in Zoho CRM? Thank you in advance for your assistance.

    • Coming Soon in Zoho Invoice: Send Invoices Instantly via WhatsApp

      We're working on bringing a new level of convenience to your invoicing experience. Introducing a much-requested feature in Zoho Invoice: You can now share invoices directly to your customers via WhatsApp! With this new option, you can: Share invoices

    • field update from the value of another field

      Hello, I need to do a field update from the value of another field, but i don´t know how can i do it. In the mass update option it is not possible... I need to put the last name value form the leads module to other custom field that i have created. thanks for your help

    • What is a realistic turnaround time for account review for ZeptoMail?

      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

    • Is there any way to prevent the row cloning feature(on edit page)

      My initial requirement is to prevent some users from adding new rows in the subform. For that, I have implemented the client script, and the script is working fine. But users are able to clone the row and make changes. For that, I was unable to find any

    • Using Another Field Value for Workflow Field Update

      I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use

    • How Do I Change Business Location

      Ive just shifted my business to a new country and would like to update my address and Business location in the "Organisation Profile" page but it is locked in the previous country. How do I unlock it / change it? Thanks

    • Verify details pop-up windows

      Hi, Is it possible to turn-off the anoying "Verify details" window that ask for closing date, "Reason for Lost" or other concepts. If I would like the user to enter such data, I will implement a rule .... How can I turn-off such pop-up? it's not necessary

    • Monthly overtime wrong after adding/changing attendance time for past month

      Hi there, as I understand it, the montly overtime overview under attendance is calculated at the end of each month. If someone was not able to enter his attendance in time but entered it in the new month, this time will not be considered in the overview.

    • As a security measure, you need to link your phone number with this account and verify it to proceed further.

      I want to disable this feature as my one staff travels with different phone numbers so it is hard to verify by phone. How do I do that?

    • Asset Tracking

      I am looking to create custom modules to track customer assets. We install serialized and non-serialized equipment into customers vehicles. So we will have vehicles belonging to the customer then equipment that will belong to a vehicle (if installed)

    • 【参加無料】8月8日(金) 福岡 ユーザ交流会 参加登録 受付開始！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 8月8日(金)に1年ぶりに、福岡でZoho ユーザー交流会を開催します！ ユーザー事例セッションでは、CreativeStudio樂合同会社の前田 美知太郎さまが、労働時間を削減したZoho活用のリアルな工夫を語ります。 Zoho社員セッションでは、データ収集から自動処理まで一気に効率化できるZoho Formsの最新活用アイディアをお届けします。 ▷▷詳細はこちら：https://www.zohomeetups.com/Fukuoka2025#/?affl=fuk2508forumpost

    • Unusable due to "server" issues but there's nothing on Zoho or Down Detector saying there's an outage

      I just started the Zoho trial and I cannot do anything because no apps or even the "contact support" will actually load. I tried to create a project but it keeps giving me the error "server is unable to process your request at this time". I tried to load

    • Issue After Updating to Zoho Desk Android SDK v4.5.0 – Authentication Fails (Status Code 204)

      Hi Zoho Support Team, I was previously using the Zoho Desk Android SDK with the following dependency: implementation 'com.zoho.desk:asapsdk:3.0_BETA_17' Everything was working as expected — including user authentication, the tickets section, and the

    • add another department to helpcenter

      After activating multi-brand, how to add another department to help center? For example department A has associated with help center 1. We have another department B and would like user to be able to submit ticket to department B via help center 1, how

    • Task and Milestones - Dependency feature needed

      I'm sure we're not the first to bring this up. We've been using zoho project for a while. Every project manager knows that to manage a successful project you need option to stack tasks and milestones and be able to create dependencies between tasks and milestones. I think you get the idea... Can you let us know if this feature is in the making or not? any chance we'll see this in future releases? If you need customer feedback about this feature or other enhancements, we'll be happy to test new products

    • How to update task start date when project start date changes?

      Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project

    • ZOHO DESK | SET PERMISSION NOT TO ALLOW SPECIFIC AGENTS TO CREATE TICKET

      Hi Zoho Team, I have a question regarding this: "Team Desk are the ones to have the permission to create a ticket, Team OPS resolvers must not create a ticket." - How to set permission to Team OPS resolvers for not creating a ticket? Only Team Desk should

    • On success Workflow not triggering from external Zoho Form submission

      Hello everyone, I'd really appreciate your help. I'm building a system, where I'm using Zoho Creator as a crm/spreadsheet to manage movements of inventory. I have 3 "forms" or tables, where one is a main table for obersving status on all inventory, another

    • Tax is missing in expense unable to submit report

      Im getting the above error when submitting a report with an expense. Its complaining about the Tax is missing but there is no Tax area just "Amount". And if I try to Itemize the amount to break out the tax portions with the initial product portion it

    • Time-based Automations updates does not trigger Webhook

      Hi, When a ticket is updated by Time-based automation, it doesn't seem to trigger the webhook event. I looked at the ticket history for the problematic tickets, they were all changes made by action with this label: `Ticket was updated through a Time-based

    • Can't find parent child ticketing

      Hi I can't find parent child ticketing under tickets in this new organization... I have in the past on other organizations

    • Filtering Parent and Child Tickets in Analytics

      Hello Zoho Support Team, We’ve noticed that when checking our ticket analytics in Zoho Desk, the data merges both parent and child tickets for key metrics like the number of new tickets, closed tickets, and first response time. This results in inaccurate

    • Link Zoho Inventory Sales Order with Zoho Desk Ticket

      I'd like to, in a Zoho Inventory Sales Order, see linked/related Zoho Desk tickets. When I'm in Zoho Desk, I can look up related tickets to the sales order, but I can't seem to do it in the reverse manner (where when I'm in a Zoho Inventroy Sales Order,

    • Shopify integration

      I need to integrate Shopify with Zoho Books

    • Can't type latin characters Mac x Windows

      I access a Win XP machine using Chrome on Mac OS X High Sierra and I can't get special characters like á é ó â ê ô ã õ à í ú to work. I tried a few different keyboard layout setups, but nothing worked. I end up having to type a lot of stuff in a local notepad for further copy and paste, which is not convenient at all. Am I missing anything? How can I make this work? Thanks.

    • Zoho People & Zoho CRM Calendar

      Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. Thanks 

    • How to add Leave Type Permission Start Time

      Hi, I have a requirement to add Leave Type : Permission Start Time on the email template to which is end to the reporting manager. But I am unable to find the field in the list of fields. How to achieve this?

    • How to get batch number of item by api?

      Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item

    • Questions about ACH in Zoho Billing

      We have ACH enabled for subscriptions in Zoho Billing and we have the option enabled for users to be able to log in to their bank to add the account to their payment methods. Questions: 1) If the user's bank isn't supported via the log-in method, will

    • Zoho Writer Default Publish Setting for Mail Merge

      Hello, I was thinking of using Mail Merge to create documents from CRM and automatically link them. However, I noticed the "publish" function and it seems the default is "to the world". This creates some anxiety as it is not clear what this "to the world"

    • Contacts Profile

      Is there a way to add a picture to my contacts profile? You have an outline of a person but no way I can see to import a picture.

    • Tip 46: View resource allocation while adding or editing tasks

      Keeping track of employees workload can be daunting but also necessary. Overloading employees with work can cause burnout and reduce productivity.  Managers should be able to identify resources who are less engaged when assigning tasks. This will ensure a balanced workload and also improve employee's efficiency. Zoho Projects lets you identify resources who are available to take up a job when you add or edit a task.  ​ Assign the task to team members and the calendar in the Start Date field will display

    • Switching Between Multiple Zoho One Organizations in New UI

      Here’s a polished version in English that you can use on Zoho’s support or community forum: Subject: Switching Between Multiple Zoho One Organizations in New UI Hello Zoho Community / Support Team, I’m currently managing two independent Zoho One organizations.

    • .ds import error from .ds file

       Problem encountered while creating the application Exception occured while publishing message to the topic :: [DataModelTopic]

    • Fully functional FSM workflow

      I am using Books, FSM, Begin and Desk. At this moment, FSM is not fully functional even on its own. For example, Customer A buys 4 air-cons and 3 brackets from us. We are fine to create WO manually in FSM. This should be the full loop for a FSM workflow:-

    • Connect Woocommerce new order to zoho books via zoho flow

      Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?

    • Next Page