What's New in Zoho Books - July 2023
Hello users!
We are delighted to share the latest features and enhancements we've released this past month. This month's updates range from new allocation methods for landed cost to design enhancements in certain modules. Keep reading to learn what's new in Zoho Books this July.
Zoho Books is Corporate Tax Ready! [UAE Edition]
Staying compliant with the latest tax regulations in the UAE just became a lot easier. You can now set up corporate tax settings for your organization. Once done, you can generate corporate tax returns, record the corresponding payments in Zoho Books, and view your payment history - all without any hassle. You also have the option of marking your corporate tax returns as filed or deleting them, if required.
Check out this help document to learn more about Corporate Tax in the UAE.
Note: This feature is available only for organizations in the Professional plan or above.
To set up corporate tax in your organization: Go to Settings > Taxes > Corporate Tax.
New Allocation Methods for Landed Cost
We've introduced two new allocation methods, Dimensions and Weight while adding landed cost to items. Items that have the highest weight or dimensions will be allocated the highest landed cost. In cases where one or more items have the same weight or dimensions, the item with the highest quantity will be allocated the highest landed cost. You can choose to apply the allocation method to all the items in your bill or only selected items. This feature is available for organizations with the Zoho Inventory Add-on.
Allocation Method: Weight
The items with higher weight in the list of items in your bill will be allocated a higher landed cost.
Example: There are three items in your bill. Item A weighs 100 kgs, Item B weights 50 kgs, and Item C weighs 25 kgs. In this case, Item A will be allocated the highest landed cost since your allocation method is based on weight.
The items with higher weight in the list of items in your bill will be allocated a higher landed cost.
Example: There are three items in your bill. Item A weighs 100 kgs, Item B weights 50 kgs, and Item C weighs 25 kgs. In this case, Item A will be allocated the highest landed cost since your allocation method is based on weight.
Allocation Method: Dimensions
The items that have higher dimensions will be allocated an increased landed cost.
Example: There are two items in your bill with dimensions as follows:
Item A - 24 * 12 * 24 cms
Item B - 12 * 32 * 23 cms
Example: There are two items in your bill with dimensions as follows:
Item A - 24 * 12 * 24 cms
Item B - 12 * 32 * 23 cms
Since Item B's dimensions are higher, the landed cost of Item B will be higher.
What if two or more items have the same weight or dimensions?
If two items have the same weight or dimensions, then the landed cost will be allocated based on quantity.
Example: The weights of Item A and Item B are both 34 kgs. Both the items will be allocated the same cost. But, if the quantity of Item A is 2 and the quantity of Item B is 1, then Item A will be allocated a higher landed cost.
Regional Language Support [India & Global Edition]
Zoho Books is now available in five new languages! This includes Tamil, Telugu, Marathi, Gujarati and Kannada. The language settings, once configured, will also be applied in the Customer and Vendor portals. Please note that if you change the language of your organization, you will have to change the font in your existing templates to support the selected language on your transaction PDFs. Learn More
To change the language in your organization, go to Settings > Organization Profile. Click the Language dropdown and select the required language.
Additional Fields in Transfer Orders
You can now display additional information in transfer orders. This includes fields such as Amount, Total, Total in Words, HSN and Place of Supply. You can also choose to hide these fields by editing the transfer order PDF from Templates.
Staff Permissions for Delivery Challans [India & GCC Editions]
Users with the Staff role now have Full Access permission to manage delivery challans by default. This includes the ability to view, create, edit and delete delivery challans.
GCC Editions - UAE, Saudi Arabia, Oman, Qatar, Bahrain, Kuwait.
Design Enhancements
We've redesigned and brought in a few enhancements to certain sections in the Timesheet and Invoices modules to improve the overall user experience.
Timesheet - Calendar View
You can now click on any date to view all the timesheets of that particular date at a glance.
Invoices - Import Invoices
Drag and drop the file you want to import. Previously, you could only select and upload files.
Updates for Organizations with the Zoho Inventory Add-on
- You can now record payments for invoices created as part of the Automated Sales Order cycle or simply mark them as sent.
- Users now have the option to delete the Google Shopping integration right from the integrations list page.
That's all for now! We hope you found these updates useful. Do try them and let us know what you think in the comments below. You can visit the What's New timeline for a full list of previous updates.
If you require any assistance, feel free to write to us at support@zohobooks.com.
Regards,
The Zoho Books Team
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
Subhashri Kamaraj
D M DISTRIBUTOR
jodi
Craft Kettle Brewing Equipment
carmento
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
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 theSearch in module lists has detiorated
Every module has a problem with the search function :-/YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inSearch in module lists has detiorated
Every module has a problem with the search function :-/Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens
find attached extract of my reportAdd Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant andBigin: filter Contacts by Company fields
Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaroundHas Zoho changed the way it searches Items?
Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.
I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/CRM->INVENTORY, sync products as composite items
We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,Zoho Calendar not working since a few days
Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using aMonthly timesheet, consolidation of time by project
I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For exampleBuilding a Strong Online Identity with G-Tech Solutions
In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they createSending emails from an outlook account
Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent laterStruggling with stock management in Zoho CRM – is Zoho Inventory the solution?
My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modulesAutomating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationcan't login Kiosk URGENT
already try, can't login pls help to support. thanks.【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能
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。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法Zoho Books
How do I manually insert opening balance?Profit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rateInventory to Xero Invocie Sync Issues
Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does notHow to activate RFQ? What if a price list has ladder price for items?
Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options
Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I receivedCan't join canal Developers Zoho User
Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?Desk Email reply - set default font / use custom font
Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font isPDF Templates - Checkbox Borders
Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a singleZoho CRM's custom views are now deployable from sandboxes
This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environmentGenerate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need toSettings Icon No Longer in ZOHO Desk?
In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?Introducing the all-new email parser!
Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'
Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closerFunction #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount wouldCBSA - GST CHARGES on imports
Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based onSimplified Call Logging
Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the followingSub form doesn't as formula field
Is it possible to get formula field in sub form in futures?Week date range in pivot table
Hello, I need to create a report that breakouts the data by week. I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format. Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,How do I get Status History data of my Projects?
I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?Is it possible to hide fields in a Subform?
Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see theWeekly Tips :Instantly find what you need with Attachment Viewer
Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch betweenNext Page