What's New in Zoho Books - October 2022
Hello users,
As we reach the last quarter of the year, we are back with updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this October:
As we reach the last quarter of the year, we are back with updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this October:
Accounts Receivable and Payable in Balance Sheet Report (India)
We have added the option to view the Account Transactions report and Customer Balance Summary report by clicking Accounts Receivable. Similarly, you can also view the Account Transactions report and Vendor Balance Summary report by clicking Accounts Payable.
To view this report, go to the Reports module. Select the Balance Sheet report under Business Overview. Select the period for which you want to view the report.
Output VAT on Capital Goods (UK)
Suppose you have enabled the Flat Rate Scheme for your organization. In that case, you can claim VAT on purchasing capital expenditure goods if the value of the item, including VAT, is more than £2,000.
However, if you select VAT was reclaimed during this item's purchase option, the UK VAT rate will be applied for this item while calculating output VAT.
If you had reclaimed VAT while recording a bill, the output VAT for this item would be calculated based on the UK VAT Rate. If not, the output VAT would be calculated at a flat rate.
Note: You can reclaim VAT for an item's purchase only for items whose account type is Fixed Asset.
Note: You can reclaim VAT for an item's purchase only for items whose account type is Fixed Asset.
Claim VAT for Writing Off An Invoice (UK)
If the customer does not pay for the goods or services you sold, you can write off the invoice as Bad Debt. You can claim the VAT you paid for this invoice from HMRC, six months after the invoice's due date. A journal entry will be created, and the claim amount will be debited from Input VAT account and credited to Bad Debt account.
To claim VAT for a written off invoice:
- Go to Sales > Invoices and select the invoice.
- Click Record Payment and select Write Off.
- Enter the Reason and check the Claim VAT for writing off this invoice option.
- Enter the Claim Date and Claim Amount.
- Click Write Off.
Note: You can claim VAT for written-off invoices only if accrual based accounting is enabled for your organization.
Movement of Equity Report
The Movement of Equity report is a comparative statement that shows the changes in the business's equity for the period of your choice.
To view this report, go to the Reports module. Select the Movement of Equity report under Business Overview. Select the period for which you want to view the report.
To view this report, go to the Reports module. Select the Movement of Equity report under Business Overview. Select the period for which you want to view the report.
Tax Override in Purchases Module (India)
There might be cases wherein the tax amount in an expense varies because your vendor calculates the tax applied to the transaction differently.
Zoho Books allows you to account for these minor variations by manually changing the automatically calculated tax amount once you apply tax to a transaction.
You can manually change the tax amount for expenses, bills and purchase orders.
Updates for Organizations Integrated with Zoho Inventory
- Create shipments directly from the shipments list page. Carrier-enabled organizations can create a shipment through carriers by default. Other organizations can create shipments manually. This feature is available for organizations with the the Zoho Inventory add-on enabled.
- You can now fulfill or unfulfill a sales order completely or partially. You can choose to fulfill or unfulfill each line item and the quantity in partial fulfillment or unfulfillment.
iOS Updates
- To stay in compliance with Apple's new App Store Review Guidelines, we have provided the option to delete your Zoho account.
- Add Zoho Books Widget to your lock screen, create new invoices and timesheets, and track the time spent on a project.
- Using Live Text, copy text such as reference numbers and notes from receipts and paste them into respective fields while creating expenses.
- You can ask Siri to carry out specific commands in Zoho Books using App Intents.
Read our blog on Zoho Finance Suite's iOS 16 and watchOS 9 to know more.
Give these features a try, and let us know what you think in the comments below.
If you have any feature requests or questions, contact us at support@zohobooks.com.
Cheers,
The Zoho Books Team
Give these features a try, and let us know what you think in the comments below.
If you have any feature requests or questions, contact us at support@zohobooks.com.
Cheers,
The Zoho Books Team
Access your files securely from anywhere
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
Nandha Krishna B
Jaleef Abdulrahuman
Karun Saxena
tlewis
sameer
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns 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
Language Field on Contact Person-level
Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never syncThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theHow to Implement Time-Based Filters in Zoho Workflows?
Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows executeZoho Books email notifications
Hi, We are currently implementing Zoho books for our organisation. I have 2 questions. 1. Are we able to embed HTML into our emails to make them look as part of our business ? Branding is very big issue for us and i would like to make sure that all branding efforts are carried across into the notification emails.. 2. Is there a way to preview the notifications that are sent out to our customers so we can make sure the look and feel is as we require ? thanksMultiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanAdd an action to set agent as a member of a team in zoho desk
Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, RamZoho email setup in office365
When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using myPlug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries
Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. AAll notes disappeared
I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,Cost Center accounting
Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? IfImpuesto automatico en cotizaciones
Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto SaludosFormatting of Gantt Chart for PDF export
Hi all, There really needs to be some improvements to the presentation of exported PDF Gantt Charts. An exported format is the way that most people on a project (other than the PM directly) will consume this data. The current PDF export options are lacking a lot of control. - I'd like to firstly have control over the export size of the PDFs (A4, A3 etc), Currently it seems arbitrary - very large aspect ratio print sizes. - Next i'd like to be able to specify the print date range, and scale (showHow to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?
Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number ofタスクを問い合わせテンプレートに追加
タスクを問い合わせテンプレートに自動で追加されるようにしたいです。どうしたらいいですかPlaceholder for Agent Signature in Email Templates
Dear Zoho Team, I hope this message finds you well. We currently face a limitation when designing email templates in Zoho Desk. While we can create email templates and include a footer at the end, the agent signature is always appended by default at theCustom Profile Agents Unable to Update Mandatory Phone Number in tickets under Zoho Desk
Hi, While working in the Ticket module in Zoho Desk, agents with a custom profile are unable to update the Phone Number field (which is mandatory) under Account Information. The agents need to enter values such as "NA" or "Nil" in the field to close theResponse Violation - Zoho Desk
Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.How to Replace an Assessment in a Job Opening on Zoho Recruit
Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affectingUpdating existing values in a list
Is it possible to update an existing value in a list? For example if I wanted to append text to an existing string value that I had previously added to a list is that possible? I'm able to extract the existing value (get() function) and append the additional text, but can't find a way to add the new value back to the list in the same index location. One work around I found was to delete the existing list entry and then add the new value, however this changes the index location to the last entry inHost not reachable
Good morning. I have four mail accounts and they have been working well for years. Now, suddenly, I am unable to send any e-mails from any of them. I allways have this pop-up: Thank you. Regards. Luis FernándezBIN Locations
Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? ThanksZoho Marketing Campaign
I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?Zoho Marketing Automation APIs
When I want to create New lead in marketing automation , I want to add First Name and Last Name as well along with Email but there is no option like this in API . Can you please give me the API which will fulfill my condition ?Adding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?
I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it availableAbility for customer to give feedback after receipt of an order
Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference toConversion of functions from Google Spreadsheets
Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets toZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aZoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesSpell check sucks
Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.Signature image logo not displaying in recipient mail clients
Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -MartinSales Order, what are the statuses under Confirmed and Closed
Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a listNotifications for calendar meetings
So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.Reusuable Sections & Universal Brand Settings
Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.Blockchain technology
Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technologyEste domínio já está associado a esta conta
Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.not able to hit inventory api
when i hit the api with my account keys and the access is provide by the clientRemove County field from Customer Address input screen (or allow input to be deleted)
We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we553 Relaying disallowed error
Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configuredLeads and Deals Issue
Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was tryingNext Page