What's New in Zoho Books - May 2018

Hello Everyone!

We're back with a slew of new updates and feature releases for the month of May. Let's dive in!

Add Annexures to Your Invoices

With the new update, you can customize your invoice templates by adding an annexure at the end. This allows you to add extra content apart from your terms and conditions, such as by-laws, clauses and other related information to the end of an invoice.

Filter Items Using Reporting Tags

Ever wanted to know how a particular group of items are faring? With this update, the Sales by Item report can be customized to filter items based on their Reporting Tags. That means, if you’ve created reporting tags and associated them to sales items, you’ll be able to filter the items based on specific Reporting Tags.

New Reports for the UAE Edition

Experience a smoother process of filing your VAT returns with the new FTA VAT Audit Report and Excise Tax Audit Report in Zoho Books. These reports provide you with a consolidated list of all the details required for your VAT filing, which you can generate and download from Zoho Books.

Secure Your Exported Reports

Taking another step towards GDPR compliance, we've added the option to export your reports securely by password protecting them in the CSV, XLS and XLSX formats.

Better Control when You Import Invoices And Bills

We've made the process of importing transactions easier. Now, Invoices and Bills can be mapped and linked to their corresponding Sales Orders and Purchase Orders right when importing them.

Automatic Setting of Preferred Payment Gateway

If you associate payment gateways to invoices, then this feature will streamline the invoice creation process for you. Simply choose a payment gateway when you create an invoice for a customer and the next time you create an invoice for that contact, the previously chosen gateway will be used by default.

Notify Your Vendors When You Make Payments to them

You don't have to leave your vendors guessing anymore. With the new update, you have the option to send a Payment Made email to your vendors when you record payments for your bills.

But that's not all, we've got a few more updates that were made to Zoho books. Try these new features and let us know how they help your business in the comments. Keep an eye out on this space as we'll be back next month with many more additions to Zoho Books.

Cheers,
Varun Steven