Accounting on the Go Series-1: Effortless Accounting with iOS Home Screen Widgets

Accounting on the Go Series-1: Effortless Accounting with iOS Home Screen Widgets

Widgets allow you to customise your iOS home screen with shortcuts to the functions you use most. Ever imagined you could access essential accounting tools without even opening the app?

We're excited to discuss a feature that'll simplify the way you handle your finances – Zoho Books widgets for your iOS home screen.

Supported OS: iOS only

Access the following information and tools right at your fingertips:

1. Receivable Summary: View what your customers owe you, categorised into Current and Overdue amounts. This widget allows you to monitor outstanding payments conveniently. Clicking on these values redirects you to Zoho Books' “AR Aging details by Invoice due date” report. 

2. Invoice Details: The Invoice Lists Widget displays both Overdue and Recent Invoices of your customers on your home screen. You can customise the view to show either one or both, making it easy to manage your invoices efficiently.

3. Track timer: Imagine you run a consulting business. You're in a client consultation, and you want to accurately track the time spent. With Zoho Books' home screen widgets, effortlessly manage your work time with three options:

    ➤ Timer Widget: Start, pause, and stop the timer as you work. It runs in the background, eliminating the need to keep your phone unlocked or stay on the same page. You can effortlessly start the timer and attend to other tasks. When you're finished, return to the timer and link it to particular projects and tasks with ease.

    ➤ Log Time Widget: Log time spent on tasks directly. Enter the time, select the project and task, and save it for accurate time management.

    ➤ Timer Dashboard: Access all time tracking functions, including tracking billed and unbilled hours for recent projects. This dashboard provides a comprehensive view of your time entries. You can also click on a project name to view its overview in Zoho Books.

No need to navigate through menus – these widgets provide instant access to Zoho Books functionalities, making your accounting experience a breeze.

Home screen Dashboard preview:



How to set up:

➤ Tap and hold on your iOS home screen
➤ Click the "+" sign on the top left
➤ Select "Zoho Books.
➤ Swipe right and choose the widgets you want.
➤ Once added, you can adjust their placement by dragging them in the desired position.

To watch a video guide on these steps, click here.

Voilà – your personalised mobile accounting dashboards are ready. It's like having a financial assistant on standby!


Feel free to share your thoughts below if this feature is useful for your business. If you need any assistance, don't hesitate to reach out to us at support+mobile@zohobooks.com. We're here to help!

For those who haven't downloaded it yet, you can get the Zoho Books mobile app from this link or simply scan the QR code below:

​

Stay tuned for our next feature, coming your way next Thursday.

Regards,
Tanisha Choudhury
Zoho Books


    Access your files securely from anywhere






                    Zoho Campaigns Resources


                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales

                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks






                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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

                                                                                                          • Where can I find rejected inbound mails and their reason for rejection

                                                                                                            Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

                                                                                                          • Sync more than one Workdrive

                                                                                                            Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

                                                                                                          • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

                                                                                                            I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

                                                                                                          • Base Currency Adjustment Reversal

                                                                                                            Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'

                                                                                                          • Please implement UAE Central Bank FX rates

                                                                                                            Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways

                                                                                                          • Search Records returning different values than actually present

                                                                                                            Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"

                                                                                                          • Super Admin Access to All Courses and Spaces in Zoho Learn

                                                                                                            Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.

                                                                                                          • Print checks for owner's draw

                                                                                                            Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

                                                                                                          • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

                                                                                                            [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

                                                                                                          • Revenue Management: #10 Common Mistakes while Recognizing Revenue

                                                                                                            We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing

                                                                                                          • Windows Desktop App - request to add minimization/startup options

                                                                                                            Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

                                                                                                          • integarting attachments from crm to creator

                                                                                                            when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

                                                                                                          • Search Option

                                                                                                            🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service

                                                                                                          • Mobile Chat Window - Full Screen

                                                                                                            Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks

                                                                                                          • Is it possible to customize ZC Themes?

                                                                                                            I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight

                                                                                                          • Is it possible to create Custom function-based Lookup field in Zoho CRM

                                                                                                            Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.

                                                                                                          • @mention in comments no notification

                                                                                                            Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 

                                                                                                          • Zoho unified inbox

                                                                                                            The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?

                                                                                                          • Add "Running Balance" column to Account Transaction Reports

                                                                                                            Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.

                                                                                                          • Unified customer portal login

                                                                                                            As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

                                                                                                          • WhatsApp Channels in Zoho Campaigns

                                                                                                            Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

                                                                                                          • error : Object code : 6500

                                                                                                            b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------

                                                                                                          • How to book GST paid in zoho books

                                                                                                            hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

                                                                                                          • I got unknown charge from Zoho

                                                                                                            Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.

                                                                                                          • Function 56: Automatically enable the option for customers to pay via bank account

                                                                                                            Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

                                                                                                          • Attach Files to Your Notecards and share them on the go!

                                                                                                            Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple

                                                                                                          • Workdrive on Android - Gallery Photo Backups

                                                                                                            Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

                                                                                                          • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

                                                                                                            Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

                                                                                                          • How to searchByCriteria records that are under approval?

                                                                                                            I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"

                                                                                                          • How to add Simple Analytics to Zoho Pages?

                                                                                                            I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script

                                                                                                          • Cant seem to delete an email account

                                                                                                            Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really

                                                                                                          • Import data into Multi-Select lookup field from CSV/Excel

                                                                                                            How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field

                                                                                                          • Script that deletes a record?

                                                                                                            We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,

                                                                                                          • A formula that capitalises the first letter of each word

                                                                                                            Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.

                                                                                                          • Quotes in Commerce?

                                                                                                            In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to

                                                                                                          • Zoho Commerce - Mobile Application

                                                                                                            Does Zoho Commerce have a mobile application for customers to place an order?

                                                                                                          • Register user through Phone Number by Generating OTP

                                                                                                            In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification

                                                                                                          • Unable to change sales_order status form "not_invoiced" to "invoiced"

                                                                                                            I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting

                                                                                                          • Custom Buttons for Mass Actions

                                                                                                            Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were

                                                                                                          • Zoho Vault Passwords

                                                                                                            Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.

                                                                                                          • Next Page