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
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
Nandha Krishna B
Jaleef Abdulrahuman
Karun Saxena
tlewis
sameer
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
Zoho Calender
a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?Matching ZOHO Payments in Banking
Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out howNew Enhancements to Zoho CRM and Zoho Creator Integration
Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control byWork Type - Limitation
Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.Emails sent through Bigin are not posting in IMAP Sent folder
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether orTurning the page for Zoho SalesIQ: 2025 to 2026
As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, makingTemporary Outage in Zoho Cliq Affecting US Users – July 23, 2025
We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,Zoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantlyMulti-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.Create an Eye-Catching Announcement Widget for Your Help Center
Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand forSend Whatsapp with API including custom placeholders
Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order numberCustomer Management: #6 Common Mistakes in Customer Handling
Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don'tZoho Desk iOS app update: UI enhancement of picklist and multi picklist fields
Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselectZoho Desk iOS app update: Revamped scribbles with Apple pencil kit
Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the AppZoho Desk Android app update: Norwegian language support
Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please updateFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Payment Vouchers
Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?API in E-Invoice/GST portal
Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.When I click on PDF/PRINT it makes the invoice half size
When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho BooksSearch by contain letter in a column
Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" thenEnrich your contact and company details automatically using the Data Enrichment topping
Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveragingEasier onboarding for new users with stage descriptions
Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,Zoho Books Invoices Templates
It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address inCan add a colum to the left of the item in Zoho Books?
I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider
I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain'sAI Bot and Advanced Automation for WhatsApp
Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:2025 Ask the Experts sessions wrap-up : Key highlights from the experts
Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions soHow to disable the edit option in subform
How to disable the edit option in subformQuestion about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)
Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’mAdding non-Indian billing address for my Zoho subscription
Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, RishabhMove record from one custom module to another custom module
Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basicallyConvert Lead Automation Trigger
Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetchedNotes Not Saving
Hello, My notes are continuously not saving. I make sure to save them, I know the process to save them. It is not operator error. I go back into a Leads profile a while later and do not see the previous notes that I have made. I then have to go back and do unnecessary research that would have been in the notes in the first place. Not a good experience and it is frustrating. Slows me down and makes me do unnecessary work. Please resolve. As a quick heads up, deleting cookies is not a fixPrefill form with CRM/Campaigns
I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (whichTriggering a campaign automation from a Form
I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggeredEmployee Appraisal Applicability - Why is Date of Joining Hard-Coded?
In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. WhyFormula fields
Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automaticallyCopy paste from word document deletes random spaces
Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and withoutIs it possible to use module field filters via URL parameters?
It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: MyTransitioning FESCO Bill Project to Zoho Sheets and Integration Options
Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would beNext Page