What's New in Zoho Books - September 2016

What's New in Zoho Books - September 2016

With Zoho Books we're always working on building new features and enhancing existing ones. We had released quite a lot of interesting features in August and we've maintained the momentum in September as well. Take a look at all the new features in Zoho Books for September 2016.


1. BANKING - MATCH TRANSACTIONS FOR FLAWLESS ACCOUNTING
 
If you reconcile transactions every day (which we hope you do), you would have noticed the fab new changes we've brought into our Banking module.
  • Advanced filter enhancement.
  • Select transactions with multiple searches.
  • Add adjustments on the fly.


(Shh...we've got a secret to share with you. We're going to transform the banking module pretty soon and I'm sure you're going to love it. Please watch out this space for more information)
 
Read more on our help document.


2. CLASSIFY YOUR ACCOUNTS FURTHER WITH SUB-ACCOUNTS

Wouldn't you love to keep your accounts organized and have a more granular view of your accounts? Enter Sub-accounts!

Zoho Books offers you the option to set up sub-accounts for various account types, like Asset, Cost of Goods Sold, Expense, Liability, Fixed Asset and others. Any transactions occurring in these accounts will reflect in your key financial reports like P&L and Balance Sheet.
 
Now instead of just viewing your expenses under 'Advertising Expense' category, you can now break it down further as 'Print & Media', 'Digital' and 'Social' and more.
 
Click here to know more about Sub-Accounts.



 
 
3. SCHEDULE YOUR INVOICING IN ADVANCE

Set your invoices to be automatically sent to your customers at a future date while you go for a holiday with your family or leave for an urgent business meet overseas.

All you have to do is schedule your invoice and we'll take care of the rest.

To know more about scheduling your invoice click here.




4. STAY ON TOP OF YOUR PROJECT EXPENSES

Every project has expenses and it can be anything from buying dinner for your customer to purchasing tools for a project.
 
We've made it easier for you to drill into your project expenses with our brand new - Expenses by Project report. With this new report, get information on your customer, their project, the expense associated along with the tax details. You can apply filter to view all, invoiced, reimbursed expenses and also those which are with/without receipts.  




5. ADD COMMENTS AND MULTIPLE NOTES FOR CONTACTS
 
Missed out noting down all your important customer requests? No worries. Now you can create multiple comments to track address changes, any order requirements, add payment reminders or simply note down a request you would have received over the phone.
 
Click here to know more on adding comments to your contacts.


6. VIEW YOUR TAX SUMMARY IN INVOICE
 
Businesses in Europe require giving a breakdown of VAT amount in their invoice. Zoho Books gives you the flexibility to get a detailed breakdown of your Tax Summary in your invoice. Folks using the Global Edition for other countries can choose whether to show the Tax summary table. This table displays a summary of all the taxes applied to the line item in your invoice.
 
Read more to know about displaying Tax Summary in your Invoice.
 
 
7. KEEPING TRACK OF TDS
 
TDS is no longer Tedious to track. Zoho Books customers in India can now heave a sigh of relief. With the new feature, you can record TDS by entering the tax withheld amount at the time of bill payment. Read More
 
Zoho Books customers in Australia can mark their vendors as tax registered or not while creating contact and record the Tax Deducted at Source accordingly. You can view these deductions in Tax withheld summary report. Read More
 

 


7. ADD ADDITIONAL ITEM FIELDS TO YOUR INVOICES
 
Have you ever felt the need to add supplementary information about your product in your invoices?
 
Customers in Export business often come across this need. Keeping that in mind, Zoho Books now allows you to capture additional information in an invoice through 'Item custom fields'. 

Read more on our help document.



Well, that's not all! We have released a lot more. Check out our  What's New  to see the rest.
 
We are looking forward to receiving your feedback so can continuously make Zoho Books awesome for you.

Cheers,
Pallabi

    Access your files securely from anywhere


            Zoho Developer Community





                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                      • Ask the Experts



                                          Zoho Marketing Automation


                                                  Manage your brands on social media



                                                        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

                                                                                                  • Custom Status for Purchase Orders

                                                                                                    Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking
                                                                                                  • My workflows not working

                                                                                                    Hi I have created my first workflow I want it so when a customer responds to a ticket that the status is changed to "reopened" We want this so its clear there is a ticket to deal with again. We only have 2 agents responding to tickets and do not have
                                                                                                  • Waiting Room

                                                                                                    Is there any plans to implement a Virtual Waiting Room for Attendees on Meetings and or Webinars?
                                                                                                  • Error AS101 when adding new email alias

                                                                                                    Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                  • Global Sets for Multi-Select pick lists

                                                                                                    When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                  • What's New - January 2025 | Zoho Backstage

                                                                                                    Hi there! As we step into a brand-new year, we’re thrilled to bring you some exciting updates to make event management more enjoyable and efficient. Here’s what we rolled out in January to kick off 2025: Backstage 2.0 now enforced for all users We've
                                                                                                  • How do you do ticket add ons in Backstage?

                                                                                                    Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin
                                                                                                  • Re-create auth token

                                                                                                    I need to re-create a self-client auth token, with the same scopes (and additional ones) as the current token. Is there a way to view the scopes assigned to the current token to ensure that no scopes are missing when creating the new one?
                                                                                                  • Writing on sketch cards is bugged when zoomed in

                                                                                                    When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.
                                                                                                  • Doesn't let me test my newsletter.

                                                                                                    Hello, I click "Preview and Test". I select the email address to send the test (usually my own email). I send the test email, appears the message "Your test email has been sent", but nothing happens. I mean, there is nothing in my inbox. I also tried
                                                                                                  • Custom Related List anchor tag with tel protocol

                                                                                                    The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho support
                                                                                                  • reset of user password

                                                                                                    User forgot her password, so she requests a password rest, but never gets the email. How do I reset her password, since that function is not an option, even for an administrator?
                                                                                                  • In what case it's better to use Developer Console? Only for marketplace?

                                                                                                    As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.
                                                                                                  • commision tracker

                                                                                                    I am after a zoho developer to finish my commission tracker as I hired someone on oDesk that started but now will respond to my emails.I really need to get It finished as it is holding up my plans Thanks Budget : $500 | Duration : a.s.a.p To leave a private message, please click the link for private response in post Action section.
                                                                                                  • Generate a Zoho Sign link

                                                                                                    From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
                                                                                                  • Error 403: Forbidden When Updating Email Signature via API

                                                                                                    Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
                                                                                                  • Queues Management ?

                                                                                                    I need to assign the new requirements equally between my support agents. How I can configure this feature in Zoho? Thanks
                                                                                                  • Client Can't View Ticket

                                                                                                    Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewed
                                                                                                  • Automating Custom Web Link Messages to Customers via Instant Messaging in Zoho Desk

                                                                                                    Hello, I am looking for assistance with Zoho Desk's Instant Messaging feature. Is there a way to automate the sending of a custom web link to customers every day at 6:30 PM? Any guidance or suggestions on how to achieve this would be greatly appreciated.
                                                                                                  • How do you apply field validation to a date field?

                                                                                                    We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birth
                                                                                                  • Implement Regex in Layout and Validation rules

                                                                                                    Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?
                                                                                                  • Zoho Desk Validation Rule Using Custom Function

                                                                                                    Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?
                                                                                                  • Editing landing page after signup for a webinar

                                                                                                    Hi, how can I edit the landing page after signing up for a webinar. I personalized the email "registration confirmation", which is working fine. Nevertheless after submitting the form, the participant gets redirected to a page, which looks like the standard
                                                                                                  • Kiosk GetRecords can't compare formulas

                                                                                                    (submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.com . I have the same field in Leads and Contacts. So, theoretically, I should
                                                                                                  • Kiosk can't merge picklist or multiselect

                                                                                                    There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
                                                                                                  • Fillable template with dynamic tables?

                                                                                                    Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure
                                                                                                  • Tip of the Week - Timeline User Filter for Dashboard

                                                                                                    Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created.   To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column.  To know more on
                                                                                                  • Zoho Forms Webhooks - Only sends on submission not on edit.

                                                                                                    Hi There, We have a slightly unique use case for Zoho Forms. We used Zoho Forms for the collection of Guest Lists. When a customer submits their guest list they get an email confirmation. Within this is a link for them to update their guest list before
                                                                                                  • Add Knowledge Base KB Articles to multiple categories

                                                                                                    Greetings,  Love you help center system.  One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system.  It seems it could be quite easy to use a checkbox form, instead
                                                                                                  • What does "Tickets for Review" do?

                                                                                                    What is the purpose of the va nilla view " Tickets for Review?"
                                                                                                  • Report of Leads/Accounts/Deals with no open activities

                                                                                                    How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. Thanks
                                                                                                  • Cannot set Subform Multiline field to read-only using Client Script

                                                                                                    I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);
                                                                                                  • Changing Color Theme of Guided Conversations

                                                                                                    Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!
                                                                                                  • Lost the ability to sort by ticket owner

                                                                                                    Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
                                                                                                  • Can't login to Zoho mail

                                                                                                    I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few
                                                                                                  • Social Media Simplified with Zoho Social: Bridge sales and social media marketing

                                                                                                    Social media marketing has become the go-to strategy for most businesses who are trying to boost awareness of their product/service, create a brand image in the minds of their audience, increase website traffic and engagement, and generate leads. Posting
                                                                                                  • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                    I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
                                                                                                  • Work Orders / Bundle Requests

                                                                                                    Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
                                                                                                  • Create Quote does not show the "Product Description" entered as part of the Product setup.

                                                                                                    The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.
                                                                                                  • Allow Itemization for Recurring Expenses

                                                                                                    For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this is largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular
                                                                                                  • Next Page