What's New in Zoho Books - November 2021
Hello customers!
As we are inching closer to the end of this year, our team at Zoho Books is as thrilled as ever to bring you the latest round of new features and enhancements.
From adding reporting tags for credit and debit accounts to revamping the Banking Overview page, read on to learn about the updates we've released over the last month.
Reporting Tags for Credit and Debit Accounts
When you make a transfer from one account to another, you want to keep track of it. To easily identify transfers, we have now introduced two-way reporting tags. You can associate reporting tags with both your credit and debit accounts.
For instance, you can easily identify the amount transferred between two departments or two different locations using the two-way reporting tag. This way, you can filter all your account transfers based on the tags.
To associate reporting tags for account transfers: Go to Banking, select a bank account, and click + Add Transaction. Select Transfer to Another Account or Transfer from Another Account, click Associate Tags, choose the tag you want to associate, and click Save.
All-New Bank Account Overview Page
We've redesigned the bank account overview page to enhance your user experience. In the new page, you will be able to view details and perform actions right from the Activity Summary section. You can perform the following actions from your bank account overview page:
- View last import details and import statements
- View last reconciliation details and initiate new reconciliation
- View transaction details and create a new rule
- View the check summary
- Activate feeds
To access the bank account overview page: Go to Banking, select a bank account, and click the Overview tab.
IOSS and OSS Reports (Global edition)
Previously, we released an update in Zoho Books that enabled you to apply taxes on transactions according to the IOSS/OSS scheme. To help you keep track of all the taxes that were applied on transactions under this scheme, we've now released a dedicated OSS/IOSS scheme report.
To view this report: Click Reports in the left sidebar, and select OSS/IOSS Reports under the Taxes section.
Add Weight and Dimensions for Items (For Inventory-Enabled Organizations)
While creating a new item, you can now enter its weight and dimensions in the units of your choice.
To enter these details: Click Items on the left sidebar and select Items. Click +New and enter the length, width, and height.
ABC Classification Reports (For Inventory-Enabled Organizations)
ABC classification is a ranking system for identifying and grouping items in terms of how useful they are for achieving business targets. In this system, inventory is divided into three categories: the items in the A category have the highest value, B category items are of lower value than A, and C category items have the lowest value.
You can now access a detailed ABC classification report if you've enabled the Inventory add-on.
To view the ABC Classification report: Click Reports on the left sidebar, then click ABC Classification under Inventory.
Zoho Books iOS App Updates
You can now deregister your organization from VAT to undo the tax setup in Zoho Books. After doing so, you will be able to create transactions without VAT treatment. (UAE edition only)
To deregister: Open the Zoho Books iOS app, select More, then Settings, then Tax Settings, and click Deregister at the bottom.
Experience macOS Monterey to the Fullest with Zoho Books
Zoho Books is now equipped to get the most out of Apple's latest macOS Monterey update. From the ability to use Quick Notes without having to close your Zoho Books app to using Siri Shortcuts, read our blog to learn about how Zoho Books has been optimized for this update.
You can view a list of all the previously released features from the What's New timeline.
We are always eager to hear your suggestions so we can serve you better. If you have a feature request, feel free to share it in our forum.
If you require any assistance, please write to us at support@zohobooks.com and we'll get back to you. Stay tuned for more updates from Zoho Books!
Regards,
Bennet Noel L.
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
Bennet Noel L
Zambrano's Produce
Shivang
East Point Foundry
Alessandro Rossetti
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
Formula fields not refreshing until page is reloaded
I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amountHow can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?API ZOHO CRM Picket list with wrong values
I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those valuesGroup Emails
I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.Enable Password Import option in ulaa browser
Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually"Is Zoho CRM customer" vs "Is linked with Zoho CRM"
Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked withClient Script | Update - Introducing ZRC: Simplified HTTP request library
Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (ZohoSelection Filed for Data Export section
Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to chooseText wrap column headers in reports?
Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?What if I dont see contacts on the left side list
My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.Comments Vs. Replies
I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!Transitioning to API Credits in Zoho Desk
At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to giveResetting auto-number on new year
Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?
Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.Microsoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?Voip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill andRemoving Related Modules Lookup Fields Assignment / Relationship
Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this[Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.
Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs areKaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theSeriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiplecan I link a contacts to multiple accounts
can I link a contacts to multiple accountsFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignOpen Activities view.
I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activPotentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer
I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.Potentially hardcoded list of Browsers to import from (after Ulaa Setup)
I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsersFrom Layout to Code: Finding Custom Field IDs in Zoho Projects.
Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field detailsSession Expired
I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopenEmployee type and source translation
In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translatedSync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App
Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in myRequest for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities
I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggestedNotebook audio recordings disappearing
I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?
Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk helpTwo factor authentication for helpdesk users
The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my companyZoho Desk: Q2 2025 | What's New
Hello everyone, We are excited to announce Zoho Desk's 2025 Autumn updates. This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience. Spanning from Zia Agents toCommitted Stock and To Be Received Stock via API?
Is it possible to retrieve Committed Stock and/or To Be Received Stock for an Item via the API? I want to use this information for calculating the amount of inventory needed to be purchased.Checkboxes not adhering to any policy in mail merge - data from CRM
I want checkboxes to appear depending on whether the checkbox in the CRM module is ticked or not. However, the tickboxes that appear are either ticked or not, but don't correlate to the actual selections in the CRM module. This is is despite updatingItems Landed Cost and Profit?
Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide theCC and/or BCC users in email templates
I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submittedCreate Contract API Endpoint Unclear "inputfields" Requirements
Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_nameNext Page