#10 Zoho Books Digest
Hello readers,
Wishing you all a very happy New Year 2022!
We are back with the 10th edition of Zoho Books Digest. Here's what we have in store for the community this month.
Upcoming Events
Webinar Title: Bahrain VAT Rate Hike: How can Zoho help?
Description:
The Kingdom of Bahrain has increased the VAT rate from 5% to 10%. Are you a business owner who is worried about this transition? We have got you covered.
This free webinar will cover the recent update from the government, walk you through the transition process to the higher VAT rate, and show how Zoho Finance applications can help business owners with the entire process.
2 February 2022 | 3 PM Bahrain time
Webinar Title: VAT in Oman - Is your business ready?
Description:
This webinar series will give an overview of VAT in Oman and how business transactions are recommended to be handled, including the import and export of goods and services.
The series will also showcase the features of Zoho Books that can help business owners stay VAT compliant.
Session 1 - Basics of Oman VAT
Wednesday, 9 Feb | 3 PM GST
Session 2 - Supply under VAT
Wednesday, 16 Feb | 3 PM GST
Session 3 - Imports and Exports under VAT
Wednesday, 23 Feb | 3 PM GST
Session 4 - Oman VAT Returns
Wednesday, 2 Mar | 3 PM GST
Zoholics - Dubai - 2022
Zoholics is Zoho's signature user conference, where you can learn, network, and get the most out of the latest solutions from Zoho. And this time, we're bringing it to the Gulf, starting with Dubai.
Join hundreds of Zoho customers from a broad variety of industries, local partners, and Zoho experts to get inspired!
Date: February 22-23, 2022
Venue: The Address Sky View Tower 1, Emaar Square Area, Dubai
Feature Spotlight
If you are an ecommerce business owner, you already know that there are additional charges associated with shipping costs, like customs and import duties, insurance, payment processing fees, and freight charges incurred while transporting items from your vendor to the warehouse. These costs are known as the Landed Cost of an item and exclude the cost of goods.
Knowing the landed cost of an item is essential for any business, as it can have a significant effect on the business's pricing strategy and determine the selling price of the item.
So, how can you manage landing cost using Zoho Books?
Read our help document to know more.
What's New
At the end of each year, we publish a post highlighting the important features we've released in Zoho Books that year.
From unveiling the Zoho Books free plan to launching much-requested features like Custom Reports and, Multiple transaction number series, 2021 has been quite a journey for us.
Read our Year End post for 2021 to learn about the significant features we've released, our latest accreditations, and a lot more.
Accounting Reads
Most businesses experience income volatilities year-over-year, and sometimes this can make cash management a challenge to deal with. In such scenarios, cash reserves are a crucial tool to balance the firm's liquidity needs.
Read our article "Building a cash buffer: How you can tackle a cash flow crunch" to learn about how cash can help a company weather any financial storm that the future holds.
In case you missed it
MTD for VAT is coming in the UK
With Making Tax Digital (MTD), all VAT-registered businesses in the UK are required to file VAT returns online, and digitize their accounting starting from April 1, 2022. If you're one such business, Zoho Books has got you covered.
Zoho Books is now a HMRC-recognized VAT-compliant software, and it allows you to submit VAT returns directly without needing to visit HMRC’s website.
We are coming up with some exciting pricing offers to ease businesses' transition to MTD. Stay tuned for more details!
E-invoicing in KSA
The Kingdom of Saudi Arabia has made e-invoicing mandatory from Dec 4, 2021. To help businesses stay e-invoicing compliant, we have introduced e-invoicing in Zoho Books and enabled it for all organizations in the Saudi edition.
In case you have missed our webinars and events on this topic, our e-invoicing video will guide you through all things on e-invoicing, from gearing up for this new policy to generating e-invoices using Zoho Books.
Customer Corner
In this edition of Digest, we are thrilled to share the success story of Empire Aviation, a private aviation firm that manages business jets for corporates and HNIs around the globe.
Mr. Shantanu Mehrotra, the company's Director of Finance, shares how Zoho Books provides real-time visibility into his business finances and has made his life easier.
We're eager to hear and share more stories about businesses using Zoho Books. If you would like to share your story with us, let us know in the comments and we will get in touch with you!
P.S.: Follow us on Twitter and Instagram, subscribe to our YouTube Channel, and turn on your notifications to stay up to date on what we're doing.
Until next time!
Cheers,
Saranya GaneshMurthy
Customer Relations | Zoho Books
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saranya GaneshMurthy
Hafsal
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Filter button in the Zoho Sheet Android App doesn't toggle on
I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle【Zoho CRM】商談タブへのデータインポート
Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 （弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。） どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 （投稿先が間違っていましたらご指CRM Cadences recognise auto-responses
I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponseSalesIQ Chat Notifications
I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop theHow to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?
Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, withoutExport Zoho Books to another accounting package?
Is an export feature to Quickbooks or Accpac available (or a form that is easily imported by them)? My reasons: 1) my accountant, who prepares my corporate tax return, prefers to work with their own accounting system. If I can convert Zoho books a form that is easily importable into Quickbooks or an Accpac format, this process would be easy. 2) I don't want to keep my data in a proprietary format on the cloud somewhere without a way to easily extract it to a format that can be read my a well establishedAnchor Links in Dashboards
Hello, Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the textIntroducing Auto-trigger for Screening Bot
Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test hasSEO for your Zoho Sites Website
Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,New 2026 Application Themes
Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement positionAdd line item numbers to sales order/invoice creation page
It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am buildingAPI to Apply Retainer invoice payment to Invoice
Hi Team, I could not find API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshotReconciling a month with no transactions
I'm treasurer for a small non profit cemetery association and I'm trying to reconcile a bank statement for a month that did not have any transactions. Do I skip the month entirely and go a month with transactions?push notification to Cliq when user is @mentioned in CRM notes
push notification to Cliq when user is @mentioned in CRM notes. Currently users that is @mentioned gets an email to be notified. User/s that is @mentioned should get a Cliq notification.Customize your Booking page using Zia
We’re excited to introduce an AI-based enhancement that automatically customizes your booking page effortlessly. By simply providing your business website URL, Zoho Bookings can automatically design a booking page that matches or complements your brandMultiple header in the quote table???
Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appearFeature Request: Render Markdown (.md) files in Zoho Cliq
Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read itZoho Workdrive download was block by security software
Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dowZoho mail to contacts and leads, but not to accounts?
We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenientAPI keys not showing in ZeptoMail dashboard
Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "GenerateDoes Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?Reading from and writing to Zoho Projects Custom Module with Deluge
Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.How Does Knowledge Base Search and Article Recommendation Work?
Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determineZoho Books/Inventory - Restrict Items With Pricebook
Hi Zoho Team, I'm trying to address as use case where a client needs to restrict which products certain customers can purchase. I have been able to find a way to do this based on the current Zoho Books or Zoho Inventory configuation. My feature requestBest Way to Integrate Zoho Campaigns with Amazon SES Without Third-Party Tools
I am looking for the most seamless and efficient method to integrate Zoho Campaigns with Amazon SES. My goal is to avoid using any third-party automation tools like Zapier, Make, or Pabbly, and instead, leverage Zoho's native capabilities for this integration.Release Notes | January 2026
We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usabilityHow to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I haveCard payment surcharge?
Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clientsAutomate Credit Card Surcharge
Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?Zoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With theZoho POS App Hanging Issue – Sales Becoming Difficult
The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues causeTip #62- Exploring Technician Console: Send Ctrl + Alt + Del- 'Insider Insights'
Hello Zoho Assist Community! This week, we’ll be exploring the Send Ctrl + Alt + Del option in the Technician Console. Let’s jump right in. System administrators often rely on Ctrl + Alt + Del when managing remote devices that have unresponsive applicationsSKUs for Invoices, POs, etc.
It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is availablehow to avoid duplicate customer
How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.RSC Connectivity Linkedin Recruiter RPS
It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged meim facing issue on generate the Estimate price
i couldn't understand what is the issue , i cant generate Estimate price where is the issuecannot be able to add user
Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add nowChanging an existing item to different accounts & inventory-tracked
Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business processHow do I edit the Calendar Invite notifications for Interviews in Recruit?
I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sentNext Page