Accounting on the Go Series-43:Enhancing Your Reporting Efficiency with Dashboard Filter State Retention
Hello everyone! Welcome back to our series on Zoho Books mobile app features. Today, we will talk about a feature that yet again helps you focus on work that really matters-Dashboard Filter State Retention. Imagine you're working on your Zoho Books dashboard,
Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App
Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient
Accounting on the Go Series-48: Enhance Accuracy with Custom Work Week Start Days in Zoho Books iOS app
Hello everyone, Welcome back! We’re here with another feature spotlight that might seem small but can have a big impact on your daily routine: setting the first day of the work week in the Zoho Books iOS app. Imagine this: You’re a business owner who
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
Accounting on the Go Series-51: Effortless Transactions: Create and Manage Directly from Uploaded Documents
Hello everyone, We’re back with another useful feature that makes working with Zoho Books even easier! This time, we’re simplifying the process of creating transactions directly from uploaded documents. Imagine you’re out meeting clients, and you receive
Accounting on the Go Series-52: Capture Receipts on the Go, Right from Your Lock Screen.
Hello everyone, We’re excited to introduce a feature that will make your life so much easier—especially for those constantly on the move! With iOS 18, Zoho Books now allows you to capture receipts directly from your lock screen using Locked Camera Capture.
Accounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center
Hello again, We’ve all had those moments where you need to get something done quickly, but the process of unlocking your phone, finding the app, and navigating through menus slows you down. Now, with Zoho Books integrated into the iOS 18 Control Center,
Accounting on the Go Series-54: Effortlessly Find Your Zoho Books Customers in Your Phone’s Contact List
Hello Zoho Books users! How are you all ? We’re happy to share a handy new feature in Zoho Books mobile app. Now, you can access your Zoho Books customers right from your phone's contact list, making it easier to stay connected on the go. How this can
Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents
Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. With
Accounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App
Hi all, Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from the
Accounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile
Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web app
Accounting on the Go Series-56: e-Way Bill Module in the Mobile App – A Handy Solution for Indian Businesses
Hello everyone, Managing e-Way bills just got more convenient with the Zoho Books mobile app! For businesses operating under the GST regime, e-Way bills are essential for tracking the movement of goods. Previously, you had to log in to the web app to
Accounting on the Go Series-40: Simplify Payments with M-PESA Gateway Integration in Zoho Books Mobile App in Kenya Edition
Hello everyone! As you all know, Zoho Books lets you handle your payment processes by receiving online payments for your invoices. Today, we're excited to introduce a feature that will help Kenyan business owners streamline their payment processes: M-PESA
Accounting on the Go Series-50: Auto Arithmetic Calculation for item rate in Zoho Books iOS app
Hello everyone, We’re thrilled to reach a milestone today—our 50th series! 🎉 We hope you’ve found these updates useful and look forward to sharing more tips and tricks in the future. This week, we’re keeping it simple yet effective with a nifty feature
Accounting on the Go Series-49: Effortless Bank Integration-Sync and Manage Your Finances with Plaid in Zoho Books Android app
Hello everyone, Today, we're here to discuss an exciting feature in the Zoho Books mobile app that will make managing your finances even easier. You already know that Zoho Books offers robust banking integrations to help you seamlessly sync your bank
Accounting on the Go Series-46: Effortless Sharing-Send Invoices, Quotes, and Statements from iMessage
Hello all, Hope you're doing well! Welcome back to our series. Today, we're excited to introduce another convenient iOS feature that lets you send estimates, invoices, and statements directly from iMessage. Typically, in Zoho Books, you can share PDFs
Accounting on the Go Series-45:Streamline Your Workflow-Set Your Preferred Opening Screen in Zoho Books
Hello all, We are back with another feature that takes your convenience to the next level. Typically, when you open an app, it defaults to a standard page, and you have to navigate to the page you actually need. But what if we told you that with Zoho
Accounting on the Go Series-44:Managing Project Transactions in Zoho Books Mobile App
Hello users, How are you all doing? We’re almost nearing 50 features in our series, and we hope each one has been helpful in making your Zoho Books experience more efficient. Today, we’re excited to talk about a feature that enhances your project management
Accounting on the Go Series-42: Zoho Books Android App-Advanced Search Feature
Hello everyone! Welcome back to our series where we explore the features of Zoho Books. Today, we're listing the "Advanced Search" option in the Zoho Books Android app. This feature is designed to help you filter data based on specific criteria, making
Accounting on the Go Series-41: Zoho Books mobile app revamp
Welcome back, users! A few of you may have noticed some exciting changes to our UI. This revamp has been long-awaited, and we’re thrilled to announce the updated Zoho Books mobile app for both iOS and Android. Android enhancements The Android UI revamp
Accounting on the Go Series-39: Boost Efficiency with Quick Create Options in Zoho Books Mobile App
Hello everyone, Welcome back! We hope this series has been helping you make the most of your Zoho Books mobile app. This time, we have come up with another feature designed to enhance your productivity and streamline your workflow. Quick Create Options
Accounting on the Go Series-37: Streamline Actions with Haptic Touch in Zoho Books iOS App
Hello users, I hope you’re all doing well! This Thursday, we’ve come with yet another nifty new feature that simplifies your Zoho Books mobile experience even further: Haptic Touch. What is Haptic Touch? Haptic Touch is a feature that adds a tactile response
Accounting on the Go Series-36: Effortless Client Collaboration-Enabling Customer Portals in Zoho Books Mobile App
Hi everyone, How are you all doing? We've been running this series for quite some time now, and I hope it has helped you use your Zoho Books mobile app more efficiently. This Thursday, we're highlighting another great feature: enabling customer portals
Accounting on the Go Series-35: Leveraging CallerID to Display Customer and Vendor Names in Zoho Books mobile app
Hello users, Welcome back to our "Accounting On-the-Go" series. Today, we'll see how Zoho Books makes managing calls a breeze. We all appreciate a bit of peace and quiet, right? Yet, a barrage of incoming calls can disrupt that peace. It's easy to miss
Accounting on the Go Series-34: Effortless Transaction Numbering-Configuring Prefixes with Placeholders in Zoho Books Mobile App
Hi everyone, In business, maintaining a systematic numbering of transactions is crucial for organization and clarity in financial records. Each transaction, whether it's an invoice, receipt, or purchase order, is assigned a unique number to track its
Accounting on the Go Series-33: Effortless Invoicing: Recording Instant Payments within Zoho Books iOS App
Hello everyone, Today, we're exploring an efficient solution that simplifies the invoicing and payment process: marking Invoices as paid upon creation. In the world of business transactions, the timing of payments varies widely, with some businesses receiving
Accounting on the Go Series-32: Streamlining Operations-Printing Delivery Notes and Packing Slips via Zoho Books Mobile App
Hello all, Welcome back! We've always emphasised the importance of accessing essential features on the go with the Zoho Books mobile apps. Today, let's see how you can seamlessly print delivery notes and packing slips directly from your mobile app. A
Accounting on the Go Series-31: Streamlining e-Way Bills: On-the-Go Efficiency with Zoho Books
Hello all, Welcome back to our series. This Thursday, we would like to showcase the creation of e-Way bills directly from your mobile device in the Indian edition of Zoho Books. In the realm of GST, e-way bills are crucial electronic documents required
Accounting on the Go Series-30:Seamlessly Customize Your Business Profile with Zoho Books Mobile App.
Hello Zoho Books Users, We've often discussed customization, and today is another opportunity to explore customization of organisation details in our series. With Zoho Books' mobile app, you have the power to keep your business profile up-to-date and
Accounting on the Go Series-29: Customizing Your Zoho Books Experience-Harnessing the Power of Custom Fields
Hello Zoho Books Users! Custom fields play a crucial role in tailoring your invoices and customer profiles to suit your business needs. Whether you need to capture specific information for a transaction or gather additional details about your clients,
Accounting on the Go Series-4: Stay informed with Zoho Books push notifications
Hello all, Push notifications have revolutionised the way we stay informed and connected in our fast-paced digital world. They serve as real-time alerts on your mobile device, delivering instant updates and vital information without the need for active
Accounting on the Go Series-1: Effortless Accounting with iOS Home Screen Widgets
Widgets allow you to customise your iOS home screen with shortcuts to the functions you use most. Ever imagined you could access essential accounting tools without even opening the app? We're excited to discuss a feature that'll simplify the way you handle
Accounting on the Go Series-28: Effortless Automation- Converting Quotes to Invoices with Ease
Hello Zoho Books Users! At Zoho Books, we take automation seriously, striving to simplify your daily tasks and reduce manual work wherever possible. Today, let’s talk about one such nifty time saving feature: automatic conversion of Quotes to Invoices.
Accounting on the Go Series-27: Mastering Multi-Currency Management in Zoho Books
Hello users, Welcome back to our Zoho Books “Accounting on the Go” series, where we explore the latest features and functionalities designed to streamline your business operations. As companies expand globally, the need to transact in multiple currencies
Accounting on the Go Series-26: Empower Your Business with Partial Payments in Zoho Books
Hi there! Today, let's discuss the importance of flexibility in business with a focus on allowing partial payments. This feature enhances convenience in your invoicing process, empowering customers to pay in manageable instalments. Consider this scenario:
Accounting on the Go Series-25: Simplify E-Invoicing Compliance with Zoho Books Mobile App
Hi Zoho Books Users! Welcome to another edition of "Accounting on the Go." Today, let's explore how Zoho Books revolutionizes your e-invoicing experience right from your mobile device. E-invoicing has become a vital aspect of modern business operations,
Accounting on the Go Series-24: Simplify Billing-Easily Issue Bill of Supply in Zoho Books mobile app
Hello all! We'd like to talk about a fundamental document for GST Registered Businesses in India: the Bill of Supply. Designed as an alternative to a Tax Invoice, the Bill of Supply is particularly important for Composition Vendors and businesses dealing
Accounting on the Go Series-23: Unlocking Multilingual Support: Language Localization in Zoho Books
Hello Zoho Books Users! Let's delve into a feature that underscores our commitment to localization accessibility: multiple language support in Zoho Books. With this feature, users can seamlessly switch between different languages, ensuring that the platform
Accounting on the Go Series-22: Tailoring Your Zoho Books Experience:Customizing, Theming, and Text Size
Hello Zoho Books Users! In today's "Accounting On-the-Go" series, let's explore how you can personalise your Zoho Books mobile app to suit your preferences and enhance your user experience. Tailor Your Taskbar Do you find yourself frequently using specific
Accounting on the Go Series-21: Capture Control-Image Settings in Zoho Books iOS App.
Hello Zoho Books users, We're here to share a nifty feature in the Zoho Books iOS app – the ability to choose image resolution and decide whether to save photos to your phone's gallery. Supported OS: iOS How it works in Zoho Books iOS app: ➤ Open the
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