#8 Zoho Books Digest
Hello Readers,
Hope you all are keeping well. We are back with the 8th edition of Zoho Books Digest. Here's what we have in store for our community this month:
Upcoming Webinars
- E-invoicing in Saudi Arabia: How can Zoho Books help?
E-invoicing is coming to the Kingdom of Saudi Arabia in 3 months. Is your business ready to transition to this new way of invoicing? Join our free webinar to learn more about e-invoicing, how e-invoicing works, and how Zoho Books can help you get e-invoicing compliant.Date & Time: October 12, 2021 @ 3:00 PM AST
- All you need to know about Oman VAT returns
Are you a VAT-registered business owner in Oman? This session is for you. With the next phase of VAT registrations around the corner, join our free webinar to learn all about Oman VAT and filing VAT returns. This 30-minute session will walk you through the entire process of filing VAT returns in Oman and how Zoho Books can simplify this process for you.Date & Time: October 13, 2021 @ 3:00 PM GST
- Intro to Advanced Analytics for Zoho Books
In this session, participants will receive a walkthrough of the best practices for using Zoho Analytics as an advanced reporting tool for Zoho Books. Join Brett and Tyler from Zenatta Consulting and the Zoho Team for a top-level guide to improving your financial reporting!Date & Time: October 20, 2021 @ 1:00 PM EDT
Feature Spotlight
In this edition of Digest, we are highlighting two significant features of Zoho Books: Custom Reports and Sender Email Preferences.
- Custom Reports
With the new Custom Reports feature of Zoho Books, all of your customizations can be saved as a separate report, which you can later access instantly.The new feature also allows you to configure which users can view, export, or schedule custom reports.Note: Currently, the Custom Reports feature is available for the Profit and Loss, Balance Sheet, Cash Flow Statements, and Invoice Details reports for users in Premium, Elite and Ultimate plans of Zoho Books.To create a custom report: click Customize Report in the report details page. After customizing the report, click Save as Custom Report.To view a saved custom report: go to Reports and select the Custom Reports tab.
- Sender Email Preferences
When you use an email address that is from a public domain or an unauthenticated domain to send invoices to your customers, these emails are more likely to land in the recipient's spam folder. With Zoho Books, you can authenticate your sender email addresses, preventing them from being mistaken for spam. For your domain to be considered authentic by Zoho Books, it should have an SPF (Sender Policy Framework) and a DKIM (Domain Keys Identified Mail) record associated with it.To check whether your email addresses are authenticated: navigate to Settings > Emails > Sender Email Preferences.Note that if your email addresses are not authenticated, the email address in the From field will be replaced automatically with message-service@sender.zohobooks.com, which is Zoho Books’ own email address.
Latest Product Updates
- Bigin integration with Zoho Books
You can now sync your contacts and items in Bigin with your contacts and items in Zoho Books. If you have a Bigin account and wish to set up the integration, go to the Integration page in Bigin and select Zoho Books. Sync the contacts and items by mapping the fields and entering the necessary data. Once the set up is complete, the Invoice, Estimate, and Sales Orders modules will be created in Bigin. You can create transactions with the synced contacts and items from within Bigin.Note: You can have Zoho Books integrated with either Zoho CRM or Bigin, but not both, at a given point in time.
- Connected Banking partnership with HSBC bank (Indian Edition)
We are excited to announce our partnership with HSBC bank. The partnership offers Zoho Books and HSBC Business Banking account users the best of accounting and banking services on one platform. The setup is effortless, and you can initiate vendor payments, make GST payments, check your HSBC Business Banking account balance, easily match your bank feeds, and more—all directly from Zoho Books.Follow the What's New portal of our Zoho Books community to stay up to date on all our latest features.
Accounting Reads
While managing a small business can be an expensive venture in itself, not having the right system in place to manage your cash flow can make it even more expensive, especially when your business is facing a crisis.
Read our article, How automating Accounts Receivable and Accounts Payable can help improve cash flow to learn about how to maintain a positive cash flow when the going gets tough.
In case you missed it
- E-Invoicing in KSA
The Zakat, Tax and Customs Authority (ZATCA) has announced Zoho as a qualified e-invoicing solution provider for businesses in the Kingdom of Saudi Arabia! Check out our blog to know more about this announcement and how businesses in the KSA can use Zoho Books for their einvoicing needs.
- E-Invoicing in India
The Central Board of Indirect Taxes and Customs (CBIC) has issued a notification mandating the use of dynamic QR codes for B2C invoices from October 1, 2021. Here is how you can do it in Zoho Books.
Customer Corner
In this edition of Digest, we are thrilled to share the success story of Mr. Sivaram Parameswaram from purpleSlate.
Read this case study to understand how Zoho Books helped his business go Excel-free, managing his business finances efficiently.
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!
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,
Saranya GaneshMurthy
Customer Relations | Zoho Books
Access your files securely from anywhere
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
Saranya GaneshMurthy
pearlemonbake
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
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 matchERROR: Product type cannot be changed for Items having transactions.
I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message ProductBoost your CRM accuracy with smart Data Enrichment
Hello all! In this post let's look at data enrichment from a holistic perspective to gain more clarity on how you can use it. So, here's a quick recap of what data enrichment is and how you set it up it to enhance your existing module data! What is dataIs it possible to set a region lookup table so that my deal country can lookup this lookup table
Hi there, I would like to be able to add a data lookup table with the following fields: Country, Region. And then in my deal report, i can then lookup this table to fish out the region in my report. This will be important for my sales process to categoriseTest Emails Show Sent "via zcsend.net" in My Gmail Account
I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address. In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.'UnAuthenticated Connection: zbooks_connection'
I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't have the connection I likeCalling the new 'Custom API' feature from within a Custom Widget
From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working evenCannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.
We had another admin that left the company. Since he left, we get this error when posting to Instagram.Zoho desk desktop application
does zoho desk has a destop applicaion?Ability to re-order Workflow Rules
We really need the ability to re-order workflow rules within departments. Either the ability to drag/drop them into a different order or something.Create an article template
I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/pastePersisting email signals to contact timeline?
Hello there. Regarding the email signals that are logged when a contact opens an email, am I correct that these signals are not logged to a contact's timeline? Ideally, I would like to have this context available for future follow-ups, if the contactChange of Blog Author
Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, RamananZoho FSM API Delete Record
Hi FSM Team, It would be great if you could delete a record via API. Thank you,Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23
Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that youUpload ticket attachments via Drag-&-Drop
Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...Can we disable add to cart in Zoho Commerce?
Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. HoweverIntroducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—allZoho One account closure vs deactivation
I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?Global Search placement in the new UI
Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI hasSchedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. ThanksHow to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?How to track a contact or customer's past product purchases in Bigin Premiere?
Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, takeLENTITUD EN RECIBIR MAIL
Buenas tardes, Estamos experimentando lentitud en la recepción de correos electrónicos.Items should display under specific warehouse
I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. RegardsPartial refunds
I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about thisBest practice importing items and matching assemblies
Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, SabineBulk Fill In & Edit PO/Bill/SO/Invoice
Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.Separate Items & Services
Hi, please separate items and services into different categories. Thank youItems Below Reorder Point Report?
Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something sAllocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which couldCancelled Transfer order problem
Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It alsoCreating a Chart from a Report
In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that wouldEmail Insights included in Bigin emals are marked as SPAM everywhere
Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem isData Import | Zoho Analytics Custom Query Window Size
Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.Name changed in settings for mailbox but still not changed when typed in To field
In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If ICannot add my name to my domain name
I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.Invoice status on write-off is "Paid" - how do I change this to "Written off"
HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a wayEstablishing new Zoho email account on laptop
Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account withNext Page