#15 Zoho Books Digest

#15 Zoho Books Digest

Hello readers,

Hope you're having an awesome day!

We're back with the 15th edition of Zoho Books Digest. Here's what we have in store for the community this month.

Upcoming events

Zoholics is coming to cities near you!

Meet hundreds of Zoho customers, local partners, and Zoho experts at Zoholics, our annual user conference. Discover why thousands of businesses around the world are saying "yes" to Zoho. Join us in a fun, innovative environment to see how our products can make your business more profitable.

Upcoming Webinar

Demystifying Electronic Tax Invoicing in Kenya

When? 16 August 2022 | 3 PM EAT(GMT+3)

Why should you attend?

As we all know, Kenya implemented electronic tax invoicing in August 2021. Given the deadline to transition to this new invoicing practice is 30 September 2022, it is imperative for all the taxpayers in the country to adopt e-invoicing before this deadline. 
This webinar is designed for the owners, accountants, and decision-makers of all small, medium, and growing businesses in Kenya. Tune into this webinar to understand the importance of e-invoicing and benefit from the tips and tricks to transition to the same.

Feature spotlight

In Zoho Books, you can create, assign finance-related tasks to your users, mark them by priority, and send reminders. Presenting the Contextual Tasks feature of Zoho Books in this edition of Digest.

Let's say you are the manager of an entity and want one of your team members, Joe, to follow up on an invoice by calling the customer two days before the due date. How can Zoho Books help you manage this task?

With the Contextual Tasks feature of Zoho Books, you can create a task for the particular invoice and assign it to Joe, mark the due date as the date on which the invoice is due, and set a reminder for two days before the due date. 

Meanwhile, Joe receives an email notifying him that this task has been assigned to him. He also gets a notification two days before the due date reminding him to make the follow-up call.

Note: This feature is available only for select plans of Zoho Books. Visit the pricing page to check if it’s available with your current plan.

What's new

Upgradation to Yodlee's new API platform

Zoho Books is now upgraded to Yodlee's (our third-party banking service provider) new API platform for better bank feed synchronization. To experience this new platform capability, some of you will have to upgrade each of your Yoddle-supported bank accounts to the new platform by reconnecting them with Zoho Books. Once the reconnection is done, you'll be able to seamlessly import your bank feeds into Zoho Books. For others, the feeds will be fetched once you refresh feeds.

Note: With this upgrade, Zoho Books can fetch feeds from banks that support open banking.

Read the help document to know more.

If you require further assistance while trying to reconnect your bank account, reach out to support.usa@zohobooks.com and we'll be happy to help you!

Also, follow our What's New forum to stay up to date on our latest features.

Accounting reads

Budget planning is essential for your business. The right budgeting plan can keep your business out of debt and drive important decisions like cutting down on unwanted expenses, increasing staff, or purchasing new equipment. Read our guide "Business Budget: What is it & Why is it important?" to understand the importance of a business budget, predict cash flow, identify functional areas that need improvement, and run your operations smoothly.

Customer corner

In this edition of Zoho Books community digest, we are happy to share the success story of Evaluando Software, an Uruguay-based IT consulting company. See what Daniel Aisemberg, the Founder and CEO of the company, had to say about Zoho Books.
Earlier, we used Spreadsheets for maintaining our accounts and Zoho CRM for invoicing. Now, with Zoho Books, we have unified and reliable information. There is no need for double data entry. It allows us to maintain our current accounts more effectively than spreadsheets.
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!

Saranya GaneshMurthy
Customer Relations | Zoho Books

                            Zoho Marketing Automation

                                    Manage your brands on social media

                                            Zoho TeamInbox Resources

                                              Zoho DataPrep Resources

                                                Zoho CRM Plus Resources

                                                  Zoho Books Resources

                                                    Zoho Subscriptions Resources

                                                      Zoho Desk Resources

                                                        Zoho Projects Resources

                                                          Zoho Sprints Resources

                                                            Qntrl Resources

                                                              Zoho Creator Resources

                                                                Zoho WorkDrive Resources

                                                                  Zoho Campaigns Resources

                                                                    Zoho CRM Resources

                                                                    • CRM Community Learning Series

                                                                      CRM Community Learning Series

                                                                    • Tips


                                                                    • Functions


                                                                    • Meetups


                                                                    • Kbase


                                                                    • Resources


                                                                    • Digest


                                                                    • CRM Marketplace

                                                                      CRM Marketplace

                                                                    • MVP Corner

                                                                      MVP Corner

                                                                    • Word of the Day

                                                                      Word of the Day

                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now