What's New in Zoho Books - February 2024
Hello users!
We're delighted to meet you with what's new in Zoho Books from the first month of 2024. Our latest updates bring you highly requested features like the M-PESA integration in the Kenya edition, aging summary in customer statements and other helpful enhancements. Keep reading to learn more about them.
Safaricom M-PESA Integration [Kenya Edition]
The Safaricom M-PESA integration is now available in Zoho Books. M-PESA is a digital mobile payments service in Kenya that lets you seamlessly process payments using e-wallets. You can set up the integration and receive payments in the KES currency from your customers.
To set up the integration, go to Settings > Payment Gateways under Online Payments. Navigate to the Alternate Modes section from the side pane and click Set up Now near Safaricom M-PESA. Refer to this help document to learn more.
Enhanced Transaction Number Series
You can configure different transaction number series for your organization's branches right from Settings. You can configure the following options with this enhancement:
You can configure different transaction number series for your organization's branches right from Settings. You can configure the following options with this enhancement:
- Include placeholders like the Fiscal Year Start Date, Fiscal Year End Date, and more in transaction number prefixes.
- Configure when numbering should restart for your transaction series. This is helpful for businesses that reset transaction numbers on a regular basis to track the number of transactions created.
- Prevent duplicate transaction numbers in your organization. This is only available for organizations in the Global and India editions.
Note: This feature is available only in the Premium, Elite and Ultimate plans of Zoho Books. Visit our pricing page to for a comprehensive list of features in each plan.
To configure this feature in your organization, go to Settings > Transaction Number Series under Customisation. Click the Enable Multiple Transaction Number Series button in the top-right corner of the page.
Aging Summary in Customer Statements
Display the aging summary of your customers' receivables and credits in their statements. The aging summary table displays the amount you're yet to receive from your customers over regular intervals like 0-30 days, 30-60 days, etc., starting from the latest selected date.
To enable aging summary, navigate to Settings > PDF Templates > Customer Statement. Click the Transaction Details section and mark the Aging Summary checkbox under Document Details.
Unique Customer and Vendor Numbers [Germany Edition]
You can now generate and associate unique customer and vendor numbers for your customers and vendors respectively. This way, you can prevent duplicate entries or errors when creating transactions for contacts with the same name. Once configured, you can choose to auto-generate customer or vendor numbers, if required.
To enable this, go to Settings > Customers and Vendors under Preferences. Mark the required checkboxes under Customer & Vendor Numbers.
Zoho Inventory Add-On Updates
Export Integrations Sync History
You now have the option to export the sync history of your records from active integrations in Marketplace. The sync history displays details of the records successfully synced, or failures.
View In-Transit Stock in Item Details
Get a quick look at the stock details of items that are in transit to your warehouses. To do this, hover over the Stock On Hand column in the respective item's details page. You can also click to view the transfer orders associated to the items that are in transit.
Note: These updates are available only for organizations that have the Zoho Inventory Add-On enabled.
Feature Enhancements
Export Current View Option for Custom Modules
Apply specific filters and export a copy of your records in custom modules using the Export Current View option. You can access this from the More dropdown in the top-right corner of the custom module.
Basic Calculator Support for Rate Fields in Transactions
Perform basic calculations in the Rate field in the item table in transactions. You can use the following arithmetic operators + - / * and parentheses ( ). This is helpful when you need to make quick tax deductions before entering item rates in transactions.
Additional VAT Treatment Options [UK Edition]
We've introduced VAT Exempt and Out of Scope, VAT treatment options for items. These options are available only for customers whose VAT treatment is selected as United Kingdom or Overseas Customer. Note that VAT Exempt can be applied only to items that are of the Type Service.
That's it from us for this month's product updates! We hope the latest enhancements are helpful for your business. You can also visit the What's New Timeline for byte-sized information about our previous feature updates and enhancements.
We'll catch you in next month's product updates. Until then, if you require any assistance or need clarifications, feel free to write to us at support@zohobooks.com, we'd be happy to help!
Best regards,
The Zoho Books Team
The Zoho Books Team
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Subhashri Kamaraj
Automation & Power Products Ltd
Solly Morulane
sales
Aaron Phiri
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
Problem applying batch operation error keeps looping that error
Problem applying batch operation error keeps looping that error an wont loginShared Email Sending Duplicate Copies of Emails
Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and sendmerhaba
merhaba sosyal medya paketimiz mevcut ama yorumları göremiyoruz ve o yüzden cevap veremiyoruz destek rica ediyoruz.Teaminbox not working
We couldn't send or receive any mail within the team inbox. Displaying error 'Unable to process this request.'Related lists New option in missing
hi I have created quite a few modules and added as related lists to my main module. Some have new, some dont I can not see why?Cliq and ToDo integrations?
I'm a bit surprised not to find any way to open a Cliq chat for the current thread, or to create a Zoho Mail ToDo from a thread. Are these on the roadmap?Reply-to names are mangled
Hello, I'm seeing an odd behavior in replies. Steps to reproduce: 1. Click reply to an email from "John Doe <doe.john@example.com> in TeamInbox Expected outcome: TO field pre-filled with "John Doe <doe.john@example.com>" Actual outcome: TO field pre-filledI CANT UPGRADE MY FREE ACCOUNT
I TRY TO UPGRADE MY FREE ACCOUNT AND I COULD NOT UPGRADE IT CAN SOMEBODY TELL ME WHY? AND I HAVE THE MONEY SO.Level up your ASO game with tags & categories in store reviews
Introducing tags and categories in Apptics' store reviews Dear Apptics community, If your app is listed on the Play Store or App Store, you already know how important store reviews and ratings are. They’re one of the most direct signals of user sentimentIncluding attachments with estimates
How can attachments be included when an estimate is sent/emailed and when downloaded as a .pdf? Generally speaking, attachments should be included as part of an estimate package. Ultimately, this is also true for work orders and invoices.Adding VENDOR SKU to PURCHASE ORDERS
how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .Possible to freely prompt/query CRM data using Zia?
Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from anRestrict employees to take only one day holiday from a multi-day festival holiday
Hi everyone, I have a requirement related to Optional/Festival Holidays in Zoho People. For example, in the month of May there are three optional holiday dates: May 11, May 12, and May 13. Employees can choose one of these days as their optional holiday.Cannot modify colours in invoice email template
I have tried switching browsers... but I cannot change the (pretty horrible) default colours in the preset email when sending an invoice... the blue banner, red outstanding total and the bright green button... I can change other things but not the colours?Cannot find zpuid for Zoho Projects user
I'm using the Zoho Projects v3 API to create a task. The task is created successfully, but in order to assign the task owner, the "Create a Task" API also requires the zpuid of the task owner. Unfortunately I cannot find any user-related API calls thatPrint a document from Zoho Writer via Zoho Creator
If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writerAllow styling for specific Subform fields in Zoho Creator
Sometimes in forms we need to visually highlight a specific field inside a Subform (for example Sanctioned Amount, Approved Value, Critical Fields, etc.) so that users immediately notice it while entering data. Currently there is no direct UI option toCareer site URL - Suggestion to modify URL of non-english job posting
Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。New 2026 Application Themes
Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement positionPlaceholder format in Number field does not reflect Max Digits configuration
When the Max Digits (Maximum digits of number) property is set to a smaller value (for example, 2 digits), the placeholder in the input field still displays a 7-digit format (#######). The same behavior can also be observed in Decimal and Currency fieldHow does SKU work when selling products in parts in Zoho Inventory
Hello everyone, Zoho Inventory does not understand the physical cutting of the piece.. It only tracks quantities of the unit (like feet ). So when you sell part of an item, the system simply reduces quantity for that SKU. Assume that i have a 50 ft longCRM Cadences - working timesThe Friday afternoon? The next Monday morning? Not at all?
I think I’m writing saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) whenCRM Cadences - working times
I think I’m right in saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) whenPush Notification for New Bookings in Zoho Bookings App
when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?Intergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.Add the same FROM email to multiple department
Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.Zoho Desk View Open Tickets and Open Shared Tickets
Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).Clone Banking Transaction
Why is there no option to CLONE a Transaction in the Banking module?? I often clone Expenses (for similar expense transactions each month) so I would also like to clone Income transactions. But there is no option in Banking to clone an existing IncomeZoho Expense - Bi-Weekly Report Automation
Hi Zoho Expense Team, My feature request is to please include an option to automate creation of reports bi-weekly (every 2 weeks)Application Architecture in Zoho Creator: Why You Should Think About It from the Start
Many companies begin using Zoho Creator by building simple forms to automate internal processes. This is natural — the platform is extremely accessible and allows applications to be built very quickly. The challenge begins to appear when the applicationArquitetura de Aplicações no Zoho Creator: Por que pensar nisso desde o início
Muitas empresas começam a utilizar o Zoho Creator criando formulários simples para automatizar processos internos. Isso é natural — a plataforma é extremamente acessível e permite construir aplicações rapidamente. O problema começa a aparecer quando aDark Mode - Font Colors Don't Work
When editing a document in Dark Mode and selecting font colors, they don't show up on screen. Viewing/editing the same document in Light Mode shows them just fine.How to Customize & Reorder Spaces in Zoho One 25 (Spaces UI) — Admin Tips Not in the Docs
Hey Zoho Community, After digging around in the new Spaces UI, I found a couple of admin features that aren't well documented yet but are really useful. Sharing here in case others are looking for the same things. 🔁 How to Change the Default Space UsersSystem Components menu not available for Tablet to select language
I have attached a screenshot of my desktop, mobile, and tablet menu builder options. I am using 2 languages in my application. Language Selection is an option under the System Components part of the menu, but only for my desktop and phone(mobile). MyApprovals in Zoho Creator
Hi, This is Surya, in one of my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.How Zoho Desk contributes to the art of savings
Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something youEstimate PDF Templates - logo too large
Hello, I cloned a standard estimate template, but my logo is showing up much larger than intended. This doesn’t happen with the standard invoice template, where the logo displays correctly. How can I adjust the logo size in the estimate template? ThankSelect CRM Custom Module in Zoho Creator
I have a custom module added in Zoho CRM that I would like to link in Zoho creator. When I add the Zoho CRM field it does not show the new module. Is this possible? Do i need to change something in CRM to make it accesible in Creator?Invoice emails not sending but reminders are
I am a new user. I have been creating some dummy invoices before I go live and have struck a block. Emails for the invoice are not being recieved by the recipient, however, when I send a reminder for the same invoice the email is sent. NOTE: I have checkedNext Page