#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
Zoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can goSending a Template to Sign
hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_nameKaizen #194 : Trigger Client Script via Custom buttons
Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when aAdding Choices in a Sub-Form Dropdown
Hi, Has anybody tried Adding Choices to a Dropdown in a Zoho Creator Sub-Form programmatically? My Deluge code adds rows to a subform with 2 fields A and B. A - text field. B - dropdown. My Deluge script adds the row and displays A successfully. For theZoho CRM Email Templates 100% Width No Background How?
Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this?Checking client unsubscribe details
Hi team, Can you please let me know where we can check if a client has unsubscribed, along with the date and time it was done? If this information is not available at our end, please help confirm the unsubscribe date for the below email ID from the backend:Optimum CRM setup for new B2B business
Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I haveIntegration with...
Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from moreScan and Fill CRM Lookup Field
Not sure if there is a reason why this isn't possible or if I'm just missing it. But I would like to be able to use the scan and fill feature on the mobile app to prefill the CRM lookup field and fetch the rest of the data in the form.Customer Management: #2 Organize Customers to Enhance Efficiency
When Ankit started his digital services firm, things felt simple. A client would call, ask for a website or a one-time consultation, Ankit would send an invoice, get paid, and move on. "Just one client, one invoice. Easy.", he thought. Fast forward aZoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails
How do i setup Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emailsAttachments between Zoho and Clickup, using Flow.
Olá suporte Flow, tudo bem ? Estamos usando o flow para integrar Zoho Desk com o clickup. Não localizamos a opção de integrar anexos entre do zoho Desk para o clickup. Gostaríamos de saber se migrando para o plano pago, teremos suporte para fazer a integraçãoAdding an Account on Zoho Mail Trigger in Zoho Flow
I'm trying to create a flow using the zoho mail trigger "Email Receive". My problem is that when I select this trigger, it only shows one account from the account dropdown. I'm planning to assign it on a different email. How can I add other email adLinnworks
Unless I am missing something, the Linnworks integration is very basic and limited. I have reached out to support but the first response was completely useless and trying to get a reply in a timely manner is very difficult. Surely I should be able toTest data won't load
I am using a Flow to receive orders from WooCommerce and add them to a Zoho Creator app. I recently received an order which failed, and when attempting to test the order I found that it just shows a loading animation and shows up in the history as "queued."AddHour resets the time to 00:00:00 before adding the hour.
Based on the documentation here: https://www.zoho.com/deluge/help/functions/datetime/addhour.html Here's my custom function: string ConvertDateFormat(string inputDate) { // Extract only the date-time part (before the timezone) dateTimePart = inputDate.subString(0,19);WhatsApp Link is not integrating
Hello, I am using zoho flow. when new row added in google sheet it sends email to respected person. In email body I have a text "Share via WhatsApp". behind this text I putted a link. But when the recipient receives email and wants to share my given infoZoho flow - Webhook
If I choose an app as a trigger in Zoho Flow, is it still possible to add a webhook later in the same flow?Zoho Flow + Bigin + Shopify
We are testing Zoho Flow for the first time and want to create a flow based in first purchases. When a client makes his first order, we're going to add the "primeiracompra" (first order) tag to his account in Shopify (it's not efficient, but that's theAdding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow
I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically registerIs it The Flow? Or is it me?
I want to do some basic level stuff, take two fields from a webhook, create a zsheet from a template using one field with date appended, create a folder using both fields as the name, and put the zsheet into that folder. I was going to elaborate - butHaving problem with data transferring from Google sheet to ZMA
When connecting Google sheet with Zoho marketing automation it is having the email as a mandatory field. Can I change it as non-mandatory field or is there any other way to trasnfer data from google sheet to ZMA. I have leads which we get from whatsapp,Dropbox to Workdrive synchronisation
I want to get all the files and folders from Dropbox to Workdrive and each time a new file or folder is added in dropbox i want it to be available in Workdrive and wise versa. Sync Updates to Files Trigger: "File updated" (Dropbox). Action: "Upload file"Microsoft Planner Task to Service Desk Plus Request - error n4001
Hi there. I'm trying to create a flow that will create a new request in ServiceDesk Plus when a new task is created in Microsoft Planner. I have succesfully connected both Planner and ServiceDesk Plus, and have configured the 'create request' sectionTrailing Space in "Date and time scheduled "
I am trying to use the Zoho Projects - Create event action in a flow. It is failing with the output error as: "Action did not execute successfully due to an unknown error. Contact support for more details." The input is: { "Duration - Minutes": 30, "Project":Project name by deal name; project creation via flow
Hello, I want to create a project in zoho projects using flow by a trigger at the crm. My trigger is the update of a deal (stage). The project name should be the account name/ deal name. But I dont find the solution to it. Can you please give me the answerSlack / Zoho Flow; Repl
I am trying to add a comment in a zoho ticket when someone reply's to a message in a thread. The Message posted to public channel trigger doesn't seem to pick up thread messages. I also cannot use the thread_ts field as it doesn't seem to pull that in.Get Holiday ready with Zoho Mail's Templates
As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtfulCustomize folder permissions in a Team Folder in a Team Folder via zoho Flow
HI All, on the nth level folder of a team folder I would like to Customize folder permissions when it's created in the flow of Creating folders. That last level I only want to grant access to a specific group, goup ID 201XXXXXXXX. Can you help with aAssociating a Candidate to a Job Listing
Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specificAutomate reminder emails for events
Hi team, I am trying to automate send event reminders via zoho campaign to my attendees 1 day prior to my scheduled events. I used zoho flow, autoresponder in zoho campaign, as well as I used workflow and automation - but none of these methods are working.Update related module entry Zoho Flow not working with custom module ?
Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its IDHow to disable time log on / time log off
Hi We use zoho people just to manage our HR Collaborators. We don't need that each persona check in and out the time tracker. How to disable from the screen that ?Zoho Flow - Add to Google Calendar from trigger in Zoho Creator App
Hello! New to Zoho Flow, but I believe I have everything setup the way it should be however getting an error saying "Google Calendar says "Bad Request". Any idea where I should start looking? Essentially some background: Zoho Creator app has a triggerPicklist field shows "none" as default
Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I waEmail authentication
أريد التحقق من البريد الإلكترونيWhat’s New in Zoho Analytics – December 2025
December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting theMarketing Tip #12: Earn trust with payment badges and clear policies
Online shoppers want to know they can trust your store. Displaying trust signals such as SSL-secure payment badges, return and refund policies, and verified reviews shows visitors that your store is reliable. These visual cues can turn hesitation intoThe improved portal experience: Introducing the template view for inventory modules, enhanced configurations, and PDF export support
Availability: Open for all DCs. Editions: All Hello everyone, You can now achieve a seamless, brand-aligned portal experience with our enhanced configuration options and the new template view for inventory modules. Your clients will now be able to viewZoho Analytics Bulk Api Import json Data
HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance onNext Page