To configure roles:
Go to Settings > Users & Roles > Roles.
Share Reports with Users
Apart from configuring role-based access to individual reports, you can now share specific reports with Zoho Books users. You can select the users and the level of permission they should have when accessing the report before sharing it with them. Once you share a report, the user will be able to view and perform other actions based on the permissions you have given. Only admins and users who have the Share permission can share reports with other users.
You can choose if you want the user to only view the report, view and export the report, or view, export, and schedule the report. Learn more.
To share a report:
Go to the Reports module, select any report and click the Share icon.
Add Temporary Notes to Reports
You can now add a temporary note in your report's footer to display any additional information while exporting it as a PDF, XLS, or XLSX file. The note will be displayed in the footer of the report, and it will disappear when you refresh the page.
Zoho Books - Zoho SalesIQ Integration
Zoho Books can now be integrated with Zoho SalesIQ to provide live chat support for customers using the client portal, helping you improve customer relationship. Once integrated, your customers can initiate a chat with you right from the client portal. Learn more.
Go to Settings > Integrations > Zoho Apps and click Connect across Zoho SalesIQ.
Updates to the Zoho Books iOS app
With the latest iOS update (version 4.8.6), you can:
Associate the tax collected at source with transactions (India edition)
Filter charts in your dashboard
View overdue amounts based on the days in a pop-up with your total payables and receivables graph
That’s all the major updates for this month. You can also check out our Release Notes to see all the changes we have made to Zoho Books.
If you have any questions, write to us at email@example.com. We'll be happy to help.
The Zoho Books Team