#11 Zoho Books Digest
Hello Readers,
We are back with the 11th edition of Zoho Books Digest. Here's what we have in store for the community this month.
Upcoming Events
Solutions Talk series with Zoho Books
Are you a business owner in the Middle East looking to streamline your entire Quote-to-Cash process? We've got you covered! Join us for our free solutions talk in partnership with Alnafitha IT, a Jeddah based IT services leader. We will be discussing some major accounting challenges in the IT services segment, industry-specific insights, and how to balance cost and growth using powerful financial platforms.
Date: 29 March 2022
Time: 12 PM AST
Feature Spotlight
Contextual Chat in Zoho Books
Have trouble coordinating and collaborating with your teammates on transactions? Contextual Chat in Zoho Books is here to help you! With contextual chats, you can initiate discussions with other users about transactions, contacts, items, bank accounts, or projects—all from Zoho Books. This feature is powered by Zoho Cliq, an app that makes collaboration and communication easy for teams.
With contextual chats, you can:
- Discuss transactions and records with specific participants
- Get instant notifications every time a user initiates a discussion over contextual chat
- Share images and documents
- Initiate audio and video calls with users of your Zoho Books organization
Check out our help document to learn how to set up contextual chat for your organization and collaborate seamlessly.
What's New
Upload Documents from Vendor and Client Portal
Before, customer and vendor related details could only be uploaded through the respective attachment sections in Zoho Books.
Now, you can directly upload and share documents via the vendor and client portal. The uploaded document will appear in the attachment section of the customer or vendor profile in Zoho Books.
To allow your customers and vendors to attach documents through the portal:
1. Log in to Zoho Books.
2. Go to Settings, then Preferences.
3. Select the checkbox next to 'Allow customer to edit their information in the portal.'
Note: Only the primary contact of a client or vendor will be able to upload documents from the Client or Vendor portal.
In case you missed it
This year, April 1st is a day of compliance. But don't worry, we've been updating Zoho Books so that it's ready to help you stay on top of any new mandates and regulations hassle-free.
Audit Trail and E-invoicing (India)
According to the notification issued by the Ministry of Corporate Affairs, the deadline for companies to start using an accounting software with audit trails is April 1, 2022. The CBIC has also said that e-invoicing will now be mandatory for businesses with an annual turnover of INR 20 crore and above, starting from April 1, 2022.
MTD for VAT (UK)
From April 1, 2022, all VAT- registered businesses are required to file their VAT returns digitally through MTD, regardless of their turnover. Businesses are required to use HMRC-authorized and MTD-compatible software to keep digital records and file VAT returns.
Check out our blog on getting ready for MTD with Zoho Books.
Accounting reads
Let's face it, collecting payments from customers is one of the most tedious and time-consuming tasks for business owners. Our experts have your back with a detailed plan on how to recover overdue payments effectively and get your money back in your register.
Customer Stories
In this edition of Digest, we are thrilled to share the success story of Ramakrishna Math and Mission, which is a renowned, spiritual non-government organization that has been doing humanitarian and social service activities for more than a century. Here is what they have to say about their experience with Zoho Books:
"With the increase in non-profit tax laws and compliance regulations, organisations need to move towards user-friendly automated systems that can do all their accounting and tax-related tasks in just a few clicks. This will allow NGOs to focus and work towards their mission. If you are an NGO looking to manage your accounting operations, we believe Zoho Books will be a suitable option. It is an intuitive, tax-compliant, feature-packed solution that can seamlessly integrate with other Zoho Finance apps, and it has an excellent support team."
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'll get in touch with you!
P.S.: Follow us on Twitter, Instagram, and LinkedIn, and subscribe to our YouTube Channel. Turn on your notifications to stay up to date on what we're doing.
Until next time!
Cheers,
Diksha Uniyal
Customer Relations | Zoho Books
Access your files securely from anywhere
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
Diksha Uniyal
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
Whatsapp Connection Status still "Pending" after migration
Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?Adding Multiple Files to a Zoho Vault Entry
There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see howGet user last login
1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?Dropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company beingAdd Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,Zoho Invoice Customer Login Portal
Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks? I would like customers that I invoice to be able to login to review invoices and invoice history. I have not switched from Freshbooks for this very reason.the custom domain forwards by default to the old career site / how to switch it off??
dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, VictoriaPartner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.Can Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actionsWhat KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?
Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-usedPreserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We useResend Client Portal Invitation + View Email Delivery Status
Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitationCRM iOS App Missing Tags support
Hi, I remember reading either a tread on iOS (Maybe Later) & Android (i believe Now Supported) regarding “Tags” in the mobile apps unfortunately I can’t seem to find either. Could we clarify are “Tags” support coming to CRM iOS app as searching the forumsImported contacts succesful but contacts do not show up in Contacts
I imported +300 contacts. I can see them in import history. When clicking on a contact in import history I see all the imported contact details for any given contact. So import seems to be successful. However the imported contacts do not show up in the contacts tab. Not in All contacts, and not in a filtered view where they absolutely should show up. The search function also does not find any imported contact. Help?Hotmail is STILL blocking the zoho mail IP
Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,Pre-fill webforms in Recruit
I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only haveZia Actions: AI-powered Workflow Automation for Faster and Smarter Execution
Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newlyImport KB template OR Export template for zoho desk?
Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possibleThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youXML format to import knowledgebase into Zoho Desk
Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.Can we add custom fields to portal community profiles?
How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and wouldWeekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generatedClient Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that wouldRestrict Addresses in Zoho Forms?
In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addressesDo Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?
Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?ASAP Widget Not showing "My Tickets"ed
Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?Add Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant andHow to view CRM Sales Orders in Desk
What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extensionKaizen #219: Actions API - Webhooks APIs - Part 1
Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks APIPricing Strategies: #3 Services never Stop with just Plans
"Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversLead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailedCropping Photos for Zoho Sites
Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?Deluge scripts
Why is there not a search function to make it easier to find the script of interest when modifications are required.WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (herezoho sheet stuck
I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening.bulk edit records and run internal logic
hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work. how can i turn on logic to work as programmed - for mass editing records via bulk edit?Duplicate Accounts
Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley weInvoice Ref. Field
Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also lettersWebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpfulNext Page