Zoho Books | Product updates | May 2025

Zoho Books | Product updates | May 2025

Hello users,

We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances with ease.

New Currency Support: Caribbean Guilder (XCG)

We’re introducing support for the Caribbean Guilder (XCG). This new currency, which replaces the Netherlands Antillean Guilder (ANG), is pegged to the U.S. dollar and will soon become the official currency of Curaçao and Sint Maarten. Existing users can add XCG as a currency, while new users will have the option to set it as their base currency.

Module Level Approval

You can now configure approvals individually for each module, set the approval type, and assign specific approvers.


To configure approval at the module level, go to Settings > Sales/Purchases. Select a module, then navigate to the Approvals tab. Select an Approval Type, configure the necessary details, and click Save.

Custom Fields Support for Recurring journals

We've added support for custom fields in Recurring Journals. The custom fields configured for Manual Journals will now be available in Recurring Journals as well.

Add Payment Mode and Bank Account Details to Transactions [Germany Edition]

We have introduced new fields for Payment Mode and Bank Account in Invoices, Recurring Invoices, and Credit Notes. These fields are crucial for e-invoices following German standards like XRechnung and ZUGFeRD. Supported payment modes include Cash, Cheque, Bank Transfer, and SEPA Credit Transfer. The Bank Account (IBAN and BIC) field appears only when SEPA Credit Transfer is selected, showing all active accounts. These details will be included in exported e-invoice formats. To comply with German regulations, once an invoice or credit note is marked as Sent or Paid, both the transaction and its associated payment details (IBAN and BIC) become non-editable.



Filter and Add Reporting Tags as Columns

You can now add reporting tags as columns in the list view of the Customers, Vendors, and Items modules by customizing the columns. Additionally, you can filter transactions using reporting tags by creating custom views with reporting tags as filter criteria.

To add reporting tags as columns, go to Customers/Vendors/Items. Click the Customize icon and select Customize Columns. Choose the reporting tags you want to include as columns, then click Save.
​

To filter transactions using reporting tags by creating custom views, go to Customers/Vendors/Items. Click the All Customers/All Vendors/All Items dropdown, then click + New Custom View. In the Define the criteria (if any) field, select the reporting tag as a filter. Enter all other necessary details, then click Save.

Filter and View Sales Orders That Are Not Shipped

You can now filter sales orders that are not shipped by creating a custom view.


To filter sales orders that are not shipped, go to Sales > Sales Orders. Click the All Sales Orders dropdown in the top right and select  Enter all the necessary details, and in the Define the criteria (if any) field, select Status in the first dropdown, is in the second dropdown, and Not Shipped in the third dropdown. Click Save.

New Retainer Draw Status Column

We are introducing a new Retainer Draw Status column to track the withdrawal of retainer payments better. This column will include the statuses Awaiting Payment, Ready to Draw, Partially Drawn, and Drawn. You can now use these statuses to filter retainer invoices, perform advanced searches, create custom views and workflows, and filter reports based on the new Retainer Draw Status.

Allocate Landed Cost to Multiple Bills

We’ve introduced the option to Allocate Landed Cost to Multiple Bills. This feature is available when the bill includes a landed cost line item with an unallocated amount. You can select a landed cost item and choose an allocation method such as Quantity, Value, Dimensions, or Weight, to distribute the cost according to your business needs. Using the Add Bills section, you can filter bills by Vendor Name, Date Range, and Status, and then allocate the landed cost automatically based on the selected method. When a bill item is removed in Zoho Books, the corresponding landed cost allocation is automatically recalculated to ensure accurate cost distribution. If necessary, you can re-add the removed line item, and the system will adjust the allocations accordingly.


Zoho Inventory Add-On Updates

Introducing Kit Items

A Kit Item is a composite item that groups multiple individual items and sells them as a single unit. Kit items don't require a manufacturing or assembly process and are available exclusively for sales transactions. The selling price of a kit item is defined independently of its component items. Kit items don't have their own stock. Instead, stock is deducted from the individual components when a kit is sold. Tax and pricing are maintained at the kit level. Kit items have their own SKUs, and each kit can have up to 1,000 components. Nested kits are supported up to three levels deep. Kits can include both goods and services. If all components are services, the kit will be treated as a Service Item. Otherwise, it will be a Goods Item.

Note: This feature is not available in the Kenya edition of Zoho Books.



Introducing the New Assemblies Module 

We’re introducing a new Assemblies module, which replaces the former Bundles feature. Assemblies now have a dedicated section under the Items module in the left sidebar. Key enhancements include customizable columns, support for custom views, advanced search, quick create functionality, and dedicated assembly reports for improved tracking and insights. The Assemblies feature is also supported in the mobile app.


Support for Custom Fields at the Line-Item Level in Purchase Receives

You can now add custom fields at the line-item level in Purchase Receives.

​

To add custom fields for Purchase Receives at line-item level, go to Settings > Items > Field Customization. Create a new custom field or edit an existing one. Click Yes next to the Show when creating transactions option. Then, select Purchase Receive in the Include in Modules field. Click Save.

Enhancements to Picklists

You can now mention users in picklist comments. When a user is tagged, they will receive an instant notification, which redirects them to the specific picklist when clicked. You can also view the quantity picked on the Sales Order details page and the Invoice edit page. We now support using custom fields as placeholders in picklist notification templates for both email alerts and in-app notifications. Additionally, You can also sort the Item Details and SKU fields in the picklist list view.

Enhancements to the Picking Process

The Android app now supports external barcode scanners, including Zebra devices and mobile handheld scanners, with iOS support coming soon. A new swipe gesture allows users to quickly mark items as picked. Additionally, a search and filter option has been added to help users easily select the required items during picking.

Other Feature Enhancements 

  • We’ve now extended the maximum number of days per interval in the Inventory Aging Summary report to 120 days.
  • You can filter the Inventory Valuation Summary report by sub-categories.
  • We’ve added support for date placeholders in Manual Journal Notes and Descriptions. 


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

    • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

      Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project

    • Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

      Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on

    • Is it really true that I can't set the default 'deposit to' account in 2025?

      I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

    • SINCH HUB MESSAGEMEDIA with ZOHO DESK

      1) what I need from MessageMedia, 2) what I want to confirm on the Zoho Desk Dev Forum. MessageMedia – needs and requirements Goal: Send SMS from a Zoho Desk widget for EU users. Auth: HTTP Basic (API Key + Secret). Keys must not live in the browser.

    • Function #46: Auto-Calculate Sales Margin on a Quote

      Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

    • Invalid URL error when embedded sending url into iframe for my website when using in another region

      Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into

    • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

      In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email

    • New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

      Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally

    • Kaizen #59 - Creating alerts and custom messages using Client Script

      Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?

    • [Webinar] Zoho Writer for content creators and publishing houses

      Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:

    • Universal search

      Hi, it would be useful if the search bar was universal-so if you entered a term, it would bring up results from contacts, candidates, clients etc all at the same time (but broken down under the relevant headings)

    • Attachment reminder?

      My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments

    • New Customization options in the module builder: Quick Create and Detail view

      Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

    • ZIA in Zoho Cliq

      Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Multiple upload field CRM

      I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?

    • Critical Need for Global Search in Zoho FSM

      Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering

    • Collections Management: # 1 Payment Collection is All About Convenience

      "Sir, can you come tomorrow? My manager wasn't available for the cheque sign-off", the customer said, avoiding eye contact. Ravi forced a polite smile, but inside, he felt a sense of defeat. He had already visited the customer's office twice in the last

    • Can the Product Image on the Quote Template be enlarged

      Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

    • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

      Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

    • Cash based businesses cannot use the new fixed asset module

      Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your

    • Zoho Learn & Zoho Connect

      Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

    • Apply Payment Received Amount Zoho Books Invoice

      Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist

    • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

      We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

      Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data

    • Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

      Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,

    • Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability

      Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will

    • Live webinar: 2024 recap of Zoho WorkDrive

      Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.

    • Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps

      Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows

    • Live webinar: Getting the most out of WorkDrive in Zoho Workplace

      Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your

    • Live webinar: Mastering data migration, organization, and team collaboration

      Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity

    • BARCODE PICKLIST

      Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

    • Join our live webinar: Explore the WorkDrive TrueSync application!

      Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our

    • Bug tracking

      Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • Script Editor not an option

      I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

    • Envio de mails

      Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar

    • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

      In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:

    • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

      l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.

    • Next Page