#12 Zoho Books Digest
Hello readers,
Hope you're having an awesome day!
We're back with the 12th edition of Zoho Books Digest. Here's what we have in store for the community this month.
Upcoming Events
Zoholics in Saudi Arabia
Join our regional partners, industry & solution experts, and hundreds of Zoho customers from across various industries at our annual user conference, this time at Riyadh and Jeddah in KSA.
Zoholics - Riyadh
When? May 30 – 31, 2022
Where? Crowne Plaza Riyadh Rdc Hotel, Riyadh – 12382
Zoholics - Jeddah
When? June 1 – 2, 2022
Where? The Ritz-Carlton Jeddah, Al Kurnaysh Rd, Jeddah - Saudi Arabia
Upcoming Webinar
Automating Your Business Processes in Zoho Books, A Makse Group Case Study (US)
Join us along with the Makse Group for a case study on how Zoho Books can help an already successful small business take its operations to the next level. By attending this webinar, you will be able to:
- Understand a Zoho Books automation project end to end
- Identify problems that Zoho Books can address
- Present unique Zoho Books solutions that Makse Group has used to streamline its business finances
Date: May 5, 2022
Time: 12:00 PM CST
#2 Solutions Talk series with Zoho Books
Are you looking to digitize your business operations and accounting? Tune into our 2nd session of Solutions Talk to interact with industry experts at SELISE and discuss business-specific use cases, trends, and insights.
Date: May 9, 2022
Time: 12:00 PM CEST | 03:30 PM IST | 02:00 PM GST
Feature Spotlight
Incoming Webhooks
The Incoming Webhook feature has been introduced to minimize redundant manual effort for our Zoho Books users. With this method, you can bring information from a third-party service or an API request to Zoho Books on occurance of an event.
Consider Zylker, a company that manufactures furniture. When an order is placed, the sales team shares the order details in the production team’s group. The message has a 'Finish' button, which the production manager can click once the batch is produced. On clicking the button, an incoming webhook is triggered and an invoice is created automatically in Zoho Books.
You can create multiple incoming webhooks based on the functions you prefer to execute in Zoho Books.
Checkout our help document to learn more.
What's New
UPC, EAN and ISBN Barcode Scanning
You can now scan item bar codes in Zoho Books not just using SKUs(Stock keeping Units) but also using the UPC (Universal Product Code), EAN (International Article Number), or ISBN (International Standard Book Number) fields for organisations with the Zoho Inventory add-on.
For this, all you have to do is:
Go to Settings > Items.
Select the field from the Select items when barcodes are scanned using dropdown.
You can also check our What's New timeline to see all the changes we've made to enhance your accounting experience.
Zoho Books and KeyPay Integration
We have some exciting news for our Australian Users. You can now integrate your Zoho Books account with KeyPay, a cloud-based workforce management and payroll platform. With this integration you can seamlessly account for all your payroll activities, like manual journaling and reporting.
Accounting Reads
An audit trail is a proof of all the changes made to your financial data. It’s a list that displays the history of a document, right from creation and modification to deletion. It's usually put together to prove that the information provided is verified.
Maintaining an audit trail comes with a host of benefits, including compliance and curbing fraud. Read our business guide 'Audit trails: Everything you need to know' to get audit-ready more effortlessly than ever!
In case you missed it
Last month, we hosted our first Solutions Talk, "Gateway to Great Financial Management - Balancing Cost and Growth." Just in case you missed the session, you can check out the recording here.
Customer Corner
In this edition of Digest, we are thrilled to share the success story of Affiniax Partners, a team of experienced accounting and business advisory professionals with extensive experience in the UAE and global markets. Mr. Nihar Kothari, a partner at Affiniax, testifies how Zoho Books has made their life awesome.
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!
Feel free to follow us on LinkedIn, 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,
Diksha Uniyal
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
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
Cannot get code to work with v2.mergeAndStore!
Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all ofHotmail is blocking the zoho mail IP
Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want toZoho Bookings and Survey Integration through Flow
I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would beZoho CRM Community Digest - December 2025 | Part 2
Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeksCRUD actions for Resources via API
Hello, is it possible to perform CRUD actions through the API for Resources? We want to create a sync from Zoho CRM Car record to Bookings resources to create availabilities for Car bookings. For Test drives, not only the sales person needs to be available,Kaizen #186 : Client Script Support for Subforms
Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"オンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zohodoubts about customer happiness in zoho desk
Good afternoon, Desk community. The reason for my message is that I have a question regarding the customer satisfaction surveys we can ask our clients to rate our service. I know that in Desk, you can activate Customer Happiness to send a survey to theCOQL API in JS Widget only pulling 200 records
Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?Standard Description Field - Can I change label or add dd tooltip
Is there a way fo you guys to allow the customer to change the label name for the description field in the customer portal when submitting tickets. Or at least allow us to add a tooltip to clarify what description we need from them. I know I can create my own separate multi line description field but if I do that, it doesn't have the nice toolbar with Bold, Italic, Underline, color, font, indent, etc. Can you please allow us to add a tooltip to the zoho standard description field?Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childCompensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.Customizing Helpcenter texts
I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t foundAbility to Edit Ticket Subject when Splitting a Ticket
Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notificationAutomatically Update Form Attachment Service with Newly added Fields
Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when newUnable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createReopen ticket on specific date/time
Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)API credit COQL COUNT
The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?Anyone Building AI-Based SEO Dashboards in Zoho Analytics?
Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metricsWeekly Tips : Save Time with Saved Search
Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—youRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanOrganize and manage PDFs with Zoho PDF Editor's dashboard
Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: UploadCustom function return type
Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. AddingPassing Info from Function to Client Script
Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function toDrag 'n' Drop Fields to a Sub-Form and "Move Field To" Option
Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice toZoho Payroll for Canada
Is anyone else having problems getting setup for Canada?Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenOne Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled andUser Automation: User based workflow rules & webhooks
User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in ZohoDefault Ticket View - Table?
Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JVZoho One IS BUGGY
Here are some things that just don't work: - Disabling applications from certain Spaces - Adding users (probably only for me) - Renaming applications in Zoho One Portal (fixed by now) - Reordering applications in Spaces When I try to reorder: It feelsMerge Fields that previously worked are now giving an Error!
Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.MailingClarification on Zoho Forms 1-User Plan: Multiple Submitters and Approvers
Question Content (Copy–Paste Ready) Hello Zoho Team, I would like clarification regarding Zoho Forms pricing and user limits. I am planning to subscribe to the ₹700/month (1 user) plan. My use case is as follows: Only 1 person (myself) will create andApp for Mac OS X please!
It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,Facing Issues with Sites Mobile font sizes
my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line spaceZoho Books Payroll
How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!
Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what'sNotifications in Cliq client for Linux
If I got it right, Cliq desktop client for Linux does not use the generally accepted notification method via org.freedesktop.Notification interface. For this reason, Cliq notifications do not look and behave as all other notifications. Is it possibleReport Template - How to remove page break after each record?
Hi, We have report template for a list report. It looks good at screen. But when printing, it creates a page break after each record. How to remove the it? So we can print multiple records in same page. Please look at the attached screenshots. Report Template Report Print PreviewCanvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our helpNext Page