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
MCP > Creator connection failing with Claude
I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receivingIs it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?
Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sourcesFeature Request: Dynamic Dimension Control for zc_LoadIn Popups
As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from aSubforms in stateless forms
I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. BasicallyText 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’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025
Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newestMarketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation
Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,Pricing Strategies: #5 Stay local, Price & Sell Global
Arun had always dreamed of taking his handmade craft business beyond his hometown. For years, he sold locally. Most of his customers are familiar faces, in our usual currency and with the exact expectations. But one day, a traveller visited his workshopWhat is the easiest way to move Hotmail emails to an IMAP server?
The easiest way to move Hotmail (Outlook.com) emails to an IMAP server is to add your Hotmail account directly to any email client that supports IMAP, then copy the messages across. This avoids paid tools and keeps the process simple. Fastest free method:No feedback from Zoho Books regarding Yodlee feeds for Investec
I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me forTurn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer namesService One. Bill Another. Zero Hassle.
In field service operations, one challenge often comes up: the person who needs the service isn’t always the one who pays for it. Think about tenants vs. property managers, corporate offices vs. their finance departments, or school buildings vs. centralPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversCan Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actionsVideo interviews not compatible on mobile
Hi Zoho, The 2-way video interview feature you have added to Recruit would be great if the candidate was able to use the link to the video on a mobile phone, it doesn't work on Samsung browser, it doesn't work on chrome/firefox mobile version of browser,Zoho Desk View Open Tickets and Open Shared Tickets
Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).Enviro Recycling EHF Fee's
I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate dependingZoho Desk API - Influence which layout is used
Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, SvenHas CSS Changed for Common Elements?
I noticed today that the standard title headings on my Forms and Reports display smaller in size than before. Google Dev Tools (attached), seems to confirm my suspicion. Something appears to be overriding the 1.375rem to 1.125rem. The font size on theText field alignment
Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?email moderation issue when email is sent in the name of a mail group
Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extendedPipeline in Custom Modules
I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'
Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.Record history and ticket interaction tab in contacts and accounts
Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?Keyboard UX for Assemblies
The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normalWhy can't I see images uploaded by other users in the Library for Campaigns
We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.zoho sheet stuck
I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening.Tip of the Week #78 – Cut response time with multichannel shared inboxes
If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, repliesNeed a way to run a client script longet than 10 seconds
By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?FSM Improvement Idea - Show an Import button when there is no data
I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the ImportUI Improvement - Ability to Collapse Flow
The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normalTasks Statuses
Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closesAdd Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configureAuto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.Zoho Recruit Subscription
Hello Zoho Recruit Team, Good day! I would like to inquire about your recruitment subscription plans and would also like to verify the current subscription our company is enrolled in under Zoho Recruit. Thank you, and I look forward to your response.Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something thatAutomatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow? Latest Update (December 2025): The option to automate portal invitationsNext Page