What's New in Zoho Books - November 2016
November celebrates its individuality through music, federal holidays, thanksgiving, camel races, lantern festivals and much more. We at Zoho Books celebrate November with a bunch of slick new additions to enhance your experience. So buckle up, and read on.
1) Manage your Custom Fields
Custom fields were already a part of Zoho Books but now you get to mark them Active, Inactive or Mandatory.
The field-related information might differ from time to time depending upon the needs of your business and that's when you would want to mark them as Active or Inactive.
If you want to capture certain information your customers mandatorily as Social Security Number (SSN) or Permanent Account Number (PAN), select the “Is Mandatory field” option in the custom field editing page.
To know more about managing your Custom Fields, Read here.
2)Customize Reports with Custom Fields
Let's consider you have added a Custom field to view the Expense Limit for your customers. Later, while sorting your Reports, you want to view your Customers with the same filter applied. For this, run the Expenses by Customer Report, customize it using column names and view the expense limit for your customers.
This facility is also available in Invoice Details Report.
3)New Report—Sales Order Details Report
There is a new addition to the Reports gallery, the
Sales Order Details Report
. Along with viewing the status of your sales order, you can also view the shipment dates. This report can be also used as a reference when reviewing sales orders and quotes.
4)Add Attachments to your Questions and Feedback
Not able to clearly convey your query to us? With the support to attach files directly in our Contact Support section, we make it a lot easier for you to add precise information to your e-mails.
For our U.K. Edition Customers
VAT Calculation Summary Report
With this new addition to the Reports section of Zoho Books, you can now view the breakdown of boxes in your VAT Returns. Click on the value of an individual box to have a detailed list of your transactions.
You can also export the VAT Calculation Summary in PDF or in XLS format, along with detailed drill-down pages for each box.
For our Canadian Edition Customers:
1)Record Instalment Payments
If you are a business owner in Canada who files tax returns annually and the net tax is $3000 or more, you may have to make instalment payments to the Canada Revenue Agency. Now the question is, as you make these instalments, how do you record them?
You can use the GST/HST Return report in Zoho Books, and open the Unfiled Returns to record your instalment payments seamlessly.
Click here, to know more about the Instalment Payments and its prerequisites.
2)Send your Invoices via Snail Mail
Cater to the needs of your customers who would rather receive a hard copy of their invoice than an e-mail. Send it through snail mail so that your customers receive an invoice which has a great print quality, and an included detachable payment stub which helps to track your payments.
Click here to know more about our Snail Mail support.
U.K., Australia, and Canada Edition Customers
Fix The Tax Return You Just Filed
On rare occasions, you might just find out that some transactions have not made it to the filed VAT returns. You can now mend this situation by marking your latest report as Unfiled and fix the mistakes.
New Feature - Webinar
If you would like to see these new features in action, please register for our free webinar on 16th November 10:00 AM PST.
Your valuable feedback is much appreciated to make Zoho Books continuously awesome for you. Watch this space for more, next month!
Cheers,
Pallabi
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
Pallabi
shraddha kesarkar
John Lane
common.cityfurnish
Keerthiga S A
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 Books - Include Quote Status in Workflow Field Triggers
Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitoredZoho Books - Show Related Sales Orders on Quotes
Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshotAdd VAT/Tax line to bank adjustments
When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate withNew Menu Layout Feedback
I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but somethingHow to use Rollup Summary in a Formula Field?
I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possibleForm Accessibility
Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant?Cannot schedule report delivery
The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.adding attachment in sendmail script where attachment is in a CRM field
Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you[Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator
Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility intoNot sure how to use credits to my account
Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards ChrisControl who sees Timeline and Interactions in Zoho CRM through Profiles
The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing OperationsZoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration
Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)
Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.Issue showing too many consultations in my workspace link.
Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personalCRM Validation Rules Support Only Single Condition
Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solutionUnapproved Leaves are hard to distinguish in Attendance View
This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which arePerformance Appraisal Probation Period
Hello All, Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!Zoho Creatorの一括操作における処理の同期/非同期について
現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。Mail Delivery Failed
Good morning, I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below. Any ideas Thanks Rob This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,Delete commerce website
I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?! I just want to delete the store. TheAdding external users to Zoho Social under Zoho ONE licence - how to best achieve this
My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which willHas anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?
Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. ItThis mobile number has been marked spam. Please contact support.
Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorpWhat’s New in Zoho Inventory | April 2025
Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additionsWhen Zoho Tables Beta will be open to EU data center
Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!Pass current date to a field using Zoho Flow
I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passedAPI: Mark Sales Order as Open + Custom Status
Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use theMulti-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)
We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in BoxesZoho Quartz Screen Recording
Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank youThis domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and makeTip 26: How to hide the "Submit" button from a form
Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in. Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and thenfilter broke my data
I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize theyEmail address for forwarding is not saving and there's no confirmation ema
Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwardingHow do I move Notes around within a Group?
It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find thejavax.mail.authenticationfailedexception 535 authentication failed
Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, RekhaPocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖
The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. BookmarksZoho Sign: need to leave document pending for up to a year, or maybe there's a better way?
I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting'Add Tax To Amount' not reflected in Invoice
Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:To Do: shareable task links without login
Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of themSeparate Items & Services
Hi, please separate items and services into different categories. Thank youNext Page