#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







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            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 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

                                                                                                            • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

                                                                                                              We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go
                                                                                                            • Bulk upload images and specifications to products

                                                                                                              Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
                                                                                                            • Out of Office for Just One of My Alias Email

                                                                                                              Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?
                                                                                                            • Can I map multiple Surveys into the CRM using the same fields?

                                                                                                              Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows
                                                                                                            • Dealing with API responses where integers have more than 16 digits

                                                                                                              Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is
                                                                                                            • To Zoho customers and partners: how do you use Linked Workspaces?

                                                                                                              Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is
                                                                                                            • [Webinar] Automate sales and presales workflows with Writer

                                                                                                              Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales
                                                                                                            • Can't change form's original name in URL

                                                                                                              Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
                                                                                                            • Need Inactive accounts to be visible in Reports in Zoho Books

                                                                                                              I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report
                                                                                                            • unblock e-mail

                                                                                                              please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr
                                                                                                            • Add Zoho Mail for users who do not need Zoho One

                                                                                                              We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently
                                                                                                            • Zoho Projects - Q2 Updates | 2025

                                                                                                              Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
                                                                                                            • ZML vs HTML Snippet - which is better?

                                                                                                              Are there certain use cases where one is better than the other?
                                                                                                            • Auto CheckOut Based On Shift.

                                                                                                              This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match
                                                                                                            • How to remove some users in zoho accounts

                                                                                                              How to remove some users in Zoho accounts.
                                                                                                            • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

                                                                                                              Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For
                                                                                                            • Infinite loop of account verification

                                                                                                              Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 
                                                                                                            • Load PO_Date field (Purchase Order) with current date in Deluge

                                                                                                              Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.
                                                                                                            • Zoho CRM in Microsoft Power Automate Custom Connector

                                                                                                              Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created
                                                                                                            • Spell check sucks

                                                                                                              Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.
                                                                                                            • How to include total km for multiple trips in expense report.

                                                                                                              Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?
                                                                                                            • Outgoing blocked: Unusual activity detected.

                                                                                                              I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
                                                                                                            • Zoho One Login Issue - Unable to receive OTP

                                                                                                              Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and
                                                                                                            • Question Regarding Managing Sale Items in Zoho Books

                                                                                                              Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export
                                                                                                            • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

                                                                                                              In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number
                                                                                                            • Problem of Import Client Users From CRM and or Expense

                                                                                                              I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,
                                                                                                            • Unable to see free plan option

                                                                                                              Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.
                                                                                                            • unblock my zoho mail account. outlines@zoho.com

                                                                                                              please unblock my zoho mail account, outlines@zoho.com
                                                                                                            • domain not verified error

                                                                                                              Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iam
                                                                                                            • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

                                                                                                              Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to
                                                                                                            • SMTP email sending problem

                                                                                                              Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid
                                                                                                            • billing

                                                                                                              hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl
                                                                                                            • How to add receipts

                                                                                                              How to add receipts
                                                                                                            • Unable to enable tax checkboxes

                                                                                                              Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,
                                                                                                            • Does 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?
                                                                                                            • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

                                                                                                              Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have
                                                                                                            • ZohoSign and ZohoBooks Integration/Workflow

                                                                                                              Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one
                                                                                                            • Manage monthly tasks with projectsf

                                                                                                              Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will
                                                                                                            • Zoho Suite is very slow

                                                                                                              Since today Zoho is incredibly slow over all applications! What's going on?
                                                                                                            • How can I track which zoho users are actively using Zoho CRM

                                                                                                              I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
                                                                                                            • Next Page