What's New in Zoho Books - March 2024

Hello users!
We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them.

Send Item Identification Codes for Electronic Invoicing [Mexico Edition]

You can now include unique codes assigned to items like the Stock Keeping Unit (SKU) when sending item details to SAT for e-invoicing. By default, None will be selected, and no code will be shared with SAT. Once configured, you can view the code in the item table in transactions. Note that you can also configure one code to be sent for all the items in your organization.

Organizations with the Zoho Inventory Add-on can include additional codes such as the Universal Product Code (UPC), European Article Number (EAN), International Standard Book Number (ISBN) and the Manufacturer Part Number (MPN).

To configure this preference, go to Settings > Taxes & Compliance > Electronic Invoicing.

Configure Print Preferences for Transaction PDFs [Kenya Edition]

Configure the number of PDF copies for your transactions like invoices, quotes, etc. You can print one original copy of the transaction PDF and choose the preferred number of duplicate copies. You can also customize document copy labels for each copy as required. These labels will be displayed on the transaction PDFs as shown below. For instance, if you're sending an invoice to a customer, you can print a copy for them, one for your internal records, and another for your accountant, labelled accordingly.

To configure the font size of the labels, go to the transaction's template, and click Transaction Details > Document Copy.

To configure the print preferences, go to Settings > General under Preferences.

Zoho Inventory Add-On Updates

Bulk Export Option for Two Reports

We've introduced the bulk export option that allows you to export more than 50,000 rows for the Inventory Aging Summary and Inventory Valuation Summary reports. You can choose to export the report in sections or the full report.

New Unique Quantity Codes for Items

We've added two new unit codes, BAL (Bale) and TGM (Ten Gross) to the Unique Quantity Codes. A Bale refers to materials that are packaged together and Ten Gross is a quantity equal to 1,440 items. These units are helpful for businesses that deal with wholesale goods. To access this option, click Configure Units from the Unit dropdown in Items.

Other Feature Enhancements

Configure Tax for Shipping Charges [US Edition]

You can configure a tax rate or tax exemption that will be applied to shipping charges in transactions.

Table 14 Added to GSTR-1 [India Edition]

As per GST compliance regulations, Table 14 in now available in GSTR-1. This section provides a summary of the supplies made through E-commerce Operators (ECOs) on which they are liable to pay tax under section 9(5).

Filter By Branches Option for Two Reports [India Edition]

You can now filter by Branches in the Profit and Loss (Schedule III) and Balance Sheet (Schedule III) reports from the Advanced Filters section.

The Zoho Finance Workshop 2024

Visit this page to register and for more details.

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