#16 Zoho Books Digest

#16 Zoho Books Digest

Hello readers,
 
I hope you're having an awesome day!
 
We're back with the 16th edition of Zoho Books Digest. Here's what we have in store for the community this month.
 
Upcoming Events
 
Zoholics Dubai
We believe everyone deserves to thrive at work. So, why not join us at Zoholics to learn how digital transformation can add to greater productivity, efficient resource management, and a smooth customer experience.
 
When?
February 15-16, 2023
 
Where?
Asateer - Atlantis Palm Jumeriah, Crescent Rd, Dubai
 
 
Zoho Books @ ZATCA 2023 Conference
ZATCA 2023 conference is coming! This conference is based on the theme "An integrated digital system for the sustainability of the economy and enhance security" and is organized by the Zakat, Tax, and Customs Authority under the patronage of H.E. Minister of Finance, Mohammed bin Abdullah Al-Jadaan.
 
Join us at booth D41 at the Ritz Carlton in Riyadh, Feb. 8-9, 2023, to interact with our experts on domain & product related topics including e-invoicing, accounting, VAT, and other leading Finance Industry trends.
 
Upcoming Webinars
 
Switch to TIMS (Tax Invoice Management System) with Zoho Books Kenya
Given the recent announcement of TIMS compliance in Kenya from September 30, 2022, it is imperative for all taxpayers in the country to have adopted e-invoicing.
 
Join our product expert for the free webinar on, Switch to TIMS with Zoho Books Kenya, to learn how you can smoothly transition your business to TIMS.
 
When?
Feb. 7, 2023 | 3 PM EAT
 
 
Feature Spotlight
 
Advanced Multi-currency
Most businesses engage with clients across the globe and it can be difficult to collect payments in their preferred currencies. But not with Zoho Books!
Our Advanced Multi-currency Handling can:
  • Manage payments in various currencies
  • Record multi-currency transactions for a contact
  • Apply exchange rates automatically
  • Produce a statement summary
  • Generate reports for more visibility 
Note: This feature is available under the Elite and Ultimate plans of Zoho Books only.
 
 
Whats New
 
New and refreshed themes
Have you noticed the new classic, yet vibrant, color themes and redesigned icons in your Zoho Books organization? We are thrilled to bring a refreshed design along with enhancements to the user interface. You can change the theme color to suit your needs and reflect your brand better, too. Follow our Whats New portal to stay up to date on our latest releases.
 
In case you missed it
 
Union Budget 2023: What it means for Indian businesses and tax payers (India)
The final comprehensive budget before the approaching national elections in 2024 was presented by India's honourable finance minister on February 1, 2023. The financial policies were highly anticipated, with a primary focus on tax payer income levels, job possibilities, rural economy growth, and international and domestic investments.
 
In order to educate our Indian audience about the impacts of new budget, we hosted a webinar on Feb. 6, 2023 where CA Siddanna Biradar and CA Guruprasad, from the Bengaluru-based chartered accounting company Guru & Jana, demystified the Union Budget 2023. In case you had missed attending the session, please find the recording here.
 
Customer Corner
 
In this edition of the Zoho Books community digest, we are thrilled to share the success story of inBe, a Canadian Front End of Innovation solution. Read the case study to see what Sebastine Leduc, Partner and Head of Strategic Development, had to say about Zoho Books.
 
Here's a sneak peek:

 
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.
Have a wonderful month!
 
Until next time!
 
Cheers,
Saranya GaneshMurthy

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              Manage your brands on social media



                                                                    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

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Can't scroll the page down unless I refresh the page

                                                                                                                  Hello, This issue has been going on with me and a lot of other users in my organization, we can't scroll down! the scrolling side bar doesn't appear and scrolling down through mouse or keyboard keys doesn't work, it seems that the page just ends in the
                                                                                                                • Price List

                                                                                                                  II want to restrict the items to display in sales, quote, etc for which custom rates are added in price list. How I can do the same in Zoho books
                                                                                                                • Let’s Talk Recruit: Still switching tabs to source?

                                                                                                                  Welcome back to the Let’s Talk Recruit series. Let’s talk about how you actually source talent. Do you open multiple job boards every single time a role opens? Run the same keyword searches you ran yesterday? Download, upload, rename, and then do it again
                                                                                                                • Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM

                                                                                                                  Hello, CRM Wizards! This week, let us enhance cross-team visibility between Zoho CRM and Zoho Desk. We will use the Zoho Request Client inside a Related List widget to display open Zoho Desk tickets directly within the Contact record in Zoho CRM. This
                                                                                                                • EU Problem

                                                                                                                  Hi all, we've been facing issues with the Europe data center for two days. It's starting to disrupt our daily workflow. Any word on when this will be resolved?
                                                                                                                • Introducing a smarter, faster, and more flexible charting experience

                                                                                                                  Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to
                                                                                                                • Create custom rollup summary fields in Zoho CRM

                                                                                                                  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                                                                                                • Introducing Job Alerts

                                                                                                                  Keeping candidates engaged beyond their first application is one of the most consistent hiring challenges. Many interested candidates simply do not revisit career sites regularly, which can result in missed opportunities and reduced re-applications. To
                                                                                                                • Where is the settings option in zoho writer?

                                                                                                                  hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
                                                                                                                • Client Script | Update - Client Script Support For Custom Buttons

                                                                                                                  Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
                                                                                                                • Enhance Sign CRM integration

                                                                                                                  Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
                                                                                                                • Task status - completed - other options

                                                                                                                  I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
                                                                                                                • Bank feed integration First Abu Dhabi Bank (FAB) to Zoho? (UAE)

                                                                                                                  Hello everyone, Is First Abu Dhabi Bank in the list of banks available for bank feed integration with Zoho Books? Thank you.
                                                                                                                • 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.
                                                                                                                • How to Export Filtered List of Contacts?

                                                                                                                  This seems like it should be simple, but I'm stymied. I'm trying to export a filtered list of my Contacts for analysis in a spreadsheet. The use case is that I'm an ecom business based in the US. The bulk of our customers are individuals stored as Contacts.
                                                                                                                • Possible to Turn Off Automatic Notifications for Approvals?

                                                                                                                  Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
                                                                                                                • Quick Create needs Client Script support

                                                                                                                  As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
                                                                                                                • can we add product images in Zoho CRM Quote PDF template?

                                                                                                                  I want to create a quotation format in Zoho CRM similar to the attached PDF, where each product is displayed in a table with rpoduct image I need the product image to appear inside the line items section of the quote. However, while checking the Quote
                                                                                                                • Does Zoho Writer have Dropdowns

                                                                                                                  I want to add a drop down field in Zoho writer. Is this possible?
                                                                                                                • system not picking my default custom service report template

                                                                                                                  Can you tell me why when we create a service report always pick the (standard old) template? Even when I have a custom service report selected as Default.
                                                                                                                • Facturation électronique 2026 - obligation dès le 1er septembre 2026

                                                                                                                  Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
                                                                                                                • Connecting Multiple WooCommerce Stores to a Single Zoho Marketing Automation Account

                                                                                                                  Is it possible to connect multiple WooCommerce stores to a single Zoho Marketing Automation account?
                                                                                                                • Service Title in Service Report Template Builder

                                                                                                                  I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot
                                                                                                                • One Support Email Managed By Multiple Departments

                                                                                                                  Hello,  We use one support email (support@company.com). Incoming emails come to the "Support Department" and based on what the customer is asking, we route that ticket to different departments (billing, technical support, etc.). When users in these different
                                                                                                                • Update: New Security Admin Role

                                                                                                                  Hello Zoho Directory Admins! This post is to highlight the recent role and permission changes introduced as part of the security enhancements. Previously, Helpdesk Admins had the security permissions and were responsible for managing the security configurations
                                                                                                                • Client Script | Update #14 - Client Script Support for Quick Create

                                                                                                                  Hello Everyone! We are back with another exciting and highly awaited update in Client Script! Over the past months, many of you shared your insights and requests, asking for the power to extend Client Script functionality to Quick Create forms. This capability
                                                                                                                • Empty folders are now appearing in the sidebar...

                                                                                                                  ...and the folder list is now auto-collapsed by default with no way to change. Neither of these recent updates are useful or user-friendly. ==================== Powered by Haiku https://www.haiku.co.uk ====================
                                                                                                                • Upload from Zoho Creator File Upload field to OpenAI Vector Store

                                                                                                                  I’ve struggled for quite a while to get this working properly. For a long time we relied on Azure Functions as a workaround to handle file transfers between Zoho Creator and OpenAI Vector Stores. It worked, but added unnecessary infrastructure and complexity.
                                                                                                                • Career site URL - Suggestion to modify URL of non-english job posting

                                                                                                                  Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
                                                                                                                • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

                                                                                                                  Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align
                                                                                                                • The Social Playbook - February edition: Why moment marketing works (and how brands use it)

                                                                                                                  Imagine the final season of your favorite series is about to drop. Your entire feed is talking about it. Trailers everywhere. Fan theories. Hype at 100%. Now your go-to burger place launches a limited-edition meal box themed around that series—custom
                                                                                                                • PDF Attachment Option for Service Reports

                                                                                                                  Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
                                                                                                                • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

                                                                                                                  Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and
                                                                                                                • Approvals in Zoho Creator

                                                                                                                  Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.
                                                                                                                • Cliq Bots - Post message to a bot using the command line!

                                                                                                                  If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how
                                                                                                                • Depositing funds to account

                                                                                                                  Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
                                                                                                                • 【Zoho CRM】営業日のロジックに関するアップデート

                                                                                                                  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。 今回は「Zoho CRM アップデート情報」の中から、営業日のロジックに関するアップデートをご紹介します。 本アップデートにより、ワークフローにおける営業日の計算方法が改善されました。 週末などの非営業日にワークフローのトリガーが発生した場合でも、 「+0」「+1」「+2 営業日」といった設定が、意図どおりに正確に動作するようになりました。 営業日に基づくワークフローでは、日付項目を基準に「何営業日後に処理を実行するか」を指定します。
                                                                                                                • Merged cells are unmerging automatically

                                                                                                                  Hello, I have been using Zoho sheets from last 1 year. But from last week facing a issue in merged cells. While editing all merged cells in a sheet became unmerged. I merged it again, but it again unmerged. In my half an hour work I have to do this 3-4
                                                                                                                • Introducing Built-in Telephony in Zoho Recruit

                                                                                                                  We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every
                                                                                                                • Just want email and office for personal use

                                                                                                                  I am unclear as how to how I would have just a personal email (already do have it and love it) and get to use docs, notebook, workdrive etc. In other words mostly everything I had a google. I find gocs can be free with 5gb and so can mail with 5gb. Are
                                                                                                                • Next Page