What's New in Zoho Books - August 2016

Zoho Books is always known to evolve over-time. In July, we've added a stack of new features and improvements to streamline your Zoho Books experience. Read on to know more about them.

Financial Analytics Made Easy

Recently we announced the integration between Zoho Books and Zoho Reports. With this integration, you can import all the data from Zoho Books and slice and dice the data, the way you want in Zoho Reports. Zoho Books add-on in Zoho Reports provides 75+ pre packaged reports and dashboards . You can also schedule and email your reports whenever you want. Read More

Introducing Reporting Tags

With the new Reporting Tags feature in Zoho Books, tracking down different areas of your business is easy and pain-free. Associating these tags to the transactions, contacts and items will help you track their sales for a specific cost center, division or region more effectively. With Reporting Tags, you can filter and drill down into Business Overview reports including Profit and Loss, Cash Flow Statement and Balance Sheet.

Get Deeper Into The Sales Tax Liability Report (For U.S. Customers)

A drill down report on Non-Taxable Sales Transactions is now available. With this report you can view all Sales Transactions for which the Tax has been exempted. Other informations like Tax authority and Exempted reasons can also be seen here.

To do so, go to Reports > Sales Tax Liability > Click on the Non-Taxable amount adjacent to Tax Authority > Click on the amount adjacent to the required exemption.

Note: The option to Print, View in Zoho Sheet and Export the same in CSV/PDF/XLS is available here as well.

Custom Fields In Client Portal

We have enabled an option in Client Portal, where you can choose to allow your clients to edit the information provided in Custom Field. Consider a scenario, where you want to leave a field blank for your customers, to enter the details themselves or suppose you have made an error while entering the details of a client say, VAT Number or Registration Number and you want to give your clients the benefit of updating the same. The new option enables your client to enter, edit or save the required changes.

Re-order Taxes based On Your Preferences

Now you can sort your taxes, the way you want them to appear in your Invoice. For example, if you have a small or medium size business in India, and want to group your taxes according to the Indian Tax System (i.e in the order, Sales tax, Swachh Bharat Cess, Krishi Kalyan Cess) you can do so by the Tax Reorder feature.

This feature is currently available for Estimates, Invoices, and Recurring Invoices. We're also working on bringing it for other modules as well. Read More

Note: To check out this option, pop a mail to support[at]zohobooks[dot]com

One Less Thing To Remember While Making Payments

The latest addition to Zoho Book saves clients the trouble of having to enter their Debit/Credit card details every time they make a payment for an Invoice. If the organization has configured the auto-bill/ACH supported gateways, they will be able to associate cards/bank accounts at the customer level. If the customer has stored cards/bank account, they can pay through them. Read More

Mail History At Your Fingertips.

Now with the Mail History being moved to a separate tab under the Contacts module, viewing all the e-mails and snail mails under a single page is just a click away. With all the conversations listed together, you don't have to search through the inbox anymore!