What's New in Zoho Books - May 2023

Hello users,

We are back with a couple of enhancements and updates to help you ease your accounting needs. Let's take a quick look at what's new in Zoho Books:

Customize Payment Number

Zoho Books now allows you to customize payment numbers manually in the Payments Made module. Previously, payment numbers were generated automatically, but now you can use the Settings icon in the Payment # field to enter payment numbers manually or use the multi-transaction number series.

To do this: Go to Payments Made, open a payment record, and click the Gear icon in the Payment # field, and choose your preference.

Sort the data in your reports from the latest to the oldest

We have introduced a new option in reports that allows you to arrange periods/years from the latest to the oldest. Previously, when you selected the Compare With option, the data was displayed from oldest to latest by default. However, with the new option, you can now view comparisons from the latest to oldest and vice versa.

This feature is now available in the following reports: Profit and Loss, Cash Flow Statement, Balance Sheet, Movement of Equity, Purchases by Item, Purchases by Vendor, Sales by Customer, Sales by Item, Sales by Salesperson, General Ledger, Account Type Summary, and Trial Balance. Also, this feature is supported in all export formats and custom reports.

To change the order of the year/period: Go to one of the above reports, click Customise Report, and check the Arrange period from latest to oldest option.

Updates for organizations with the Zoho Inventory addon

You can now overwrite custom rates and discounts for specific items in a price list’s edit page. This feature is useful when you want to update the rates for a group of items without affecting the rates of other items. Simply export the items, update the custom rates for the items to be updated, import the file, and select the Overwrite the custom rates only for the items in the import file option.
You can now bulk delete transfer orders in the Transfer Orders’ list page.

Do give these features a spin and let us know what you think in the comments below. If you have any queries, please write to us at support@zohobooks.com.

Regards,

The Zoho Books Team