#7 Zoho Books Digest

#7 Zoho Books Digest



Hello everybody!

We are back with the 7th edition of the Zoho Books Digest! Let’s jump right in and take a look at all the new features, announcements, and customer stories we have in store for you.

Feature Spotlight

In this edition of Digest, we would like to bring budgeting feature to the fore. Budgeting is an important financial habit for all businesses, irrespective of their size. With the budgeting feature of Zoho Books, businesses can identify available capital, get an estimate of their expenditures, and anticipate incoming revenue.

To create budgets, go to Accountant > Budgets and click + New Budget in the top right corner. You can now:
  • Create budgets effortlessly by either:
    • Enter them manually
    • Auto-filling income and expense accounts
    • Pre-filling accounts based on a previous year’s actuals



  • Forecast your company’s finances and compare budgets vs. actuals using budget summary reports like:
    • Profit and Loss
    • Balance Sheet
    • Cash Flow Statement

You can learn more about creating budgets and the related reports in our help document. The budgeting feature is available in the Premium and above plans of all editions.

What's New 

Collaborating with your colleagues is now so much easier! The new chat bar from Zoho Cliq will allow users to communicate with their colleagues and work more fluidly without the hassle of switching tabs between Zoho Books and Zoho Cliq. This feature is a part of the Zoho Cliq integration, so you'll have to enable the integration (if you haven't yet).

To enable the chat bar: Go to Settings > Integrations > Zoho Apps. Click Connect next to Zoho Cliq and slide the toggle button next to the Zoho Cliq Chat Bar within Zoho Books option.



Want to stay up to date on all the latest features of Zoho Books? Follow the What's New portal of our Zoho Books Community!

Accounting Reads

Cash flow is the lifeblood of any business, which makes managing money an essential skill that all business owners must have. In this article, we list the 7 cash flow mistakes that can cripple small businesses and why they must be avoided by business owners and finance teams at all costs.

In case you missed it

Replacing Authtokens with OAuth by 30 August
We are removing Authtoken support for Zoho Books APIs by August 30, 2021. This change is part of switching to OAuth 2.0, a more secure and robust protocol. Please make sure you replace Authtokens with OAuth as soon as possible.


Customer Corner

A brand is defined by a customer’s experience, and in this edition of Digest, we would like to share the experience of Abdulrahman Chelathur from Nubra Glass Plywoods and Hardware.

Read the success story to learn how Nubra Glass Plywoods and Hardware has increased its efficiency by 30% using various features of Zoho Books.

We are always eager to share your success stories with the world. We believe that your insights and experience can help businesses make the right choices and transform their accounting practices. If you would like to share your journey with the rest of the community, please let us know in the comments below, and we will reach out to you!

P.S.: Follow us on 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

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