What's New in Zoho Books - June 2024
Hello users,
We are back with new features and improvements to enhance your accounting experience in Zoho Books. Keep reading to discover what's new in Zoho Books this June.
Generate ABA Files for Bills [Australia Edition]
An ABA file (Australian banking association) is a file used by major financial institutions in Australia to make payments from a bank account to one or multiple accounts. You can now generate an ABA file for a bill in Zoho Books and upload it in the respective bank’s portal to make the payment.
To generate an ABA file in Zoho Books, go to Purchases > Bills, select the preferred bills, and click Generate ABA File. In the next page, enter the vendor's bank details, payment date, and other necessary information. Then click Generate to create the ABA file or Generate and Record Payment to create the file and record the payment.
Track and Filter Your Notifications
You can now filter the notifications you receive in Zoho Books to track unread notifications. You can also filter notifications triggered by workflow rules and APIs from third-party applications. This ensures your notifications are organized, so you never have to miss an update.
Klarna Payment Method for Stripe
Note: This feature is not available for users using the India edition of Zoho Books.
Klarna, a global payment method, is now available in Zoho Books through Stripe. With Klarna, you can record payments immediately, later, and in installments. Even if customers choose to pay in installments or later, Stripe will transfer the full amount to the vendor immediately. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, CHF, CZK, DKK, EUR, GBP, NOK, NZD, PLN, SEK, and USD through Klarna.
To enable this method, go to Settings > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, click the Edit icon next to Payment Methods and select Klarna in the following pop-up.
Mark E-Invoices as Manually Pushed [India Edition]
You can now automatically change the status of an e-Invoice to 'Manually Pushed' by associating the IRN, acknowledgement number, and acknowledgement date of the e-Invoice to the transaction. Additionally, you will be able to delete the IRNs associated to the transaction to change the status of the e-Invoice to "Yet to be Pushed."
You can now automatically change the status of an e-Invoice to 'Manually Pushed' by associating the IRN, acknowledgement number, and acknowledgement date of the e-Invoice to the transaction. Additionally, you will be able to delete the IRNs associated to the transaction to change the status of the e-Invoice to "Yet to be Pushed."
To do this, go to the details page of a transaction and click Associate IRN. In the following popup, enter the IRN, Acknowledgement Number, and Acknowledgement Date of the e-Invoice. Now, the e-Invoice status will automatically change to "Manually Pushed," and the entered details will be displayed in the PDF of the transaction. To delete the associated IRN, go to the details page of the transaction and click the Delete
icon next to the e-Invoice details.
Import E-Invoice Details of Transactions [India Edition]
You can now import transactions along with their e-invoicing details into Zoho Books. Once you import the transaction, you'll be able to view the IRN (Invoice Reference Number), Acknowledgement Number, Acknowledgement Date, and a QR Code on the details page. You can also select the status of the e-invoice during import, which are: "Manually Pushed" and "Marked Cancel".
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
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