What's New in Zoho Books - October 2023

What's New in Zoho Books - October 2023

Hello users!

We've rolled out a new set of features and enhancements. These updates bring you new features related to taxes, and other enhancements that will help improve your accounting experience with us. Read on to learn more about what's new in Zoho Books this October.

Feature Updates Related to Taxes

Tax Amount Override [Canada Edition]

You can now edit the system-generated tax amount in Sales and Purchases transactions. You can also remove the amount altogether by entering 0 in the Total Tax Amount field. You can choose to do this for Sales, Purchases, or both Sales and Purchases transactions. This can help you correct differences, if any, between the system-generated tax amount and the preferred tax amount.

To configure Tax Override, go to Settings > Taxes > Tax Preferences. Select the required option under Tax Amount Override in Transactions.


TDS Amount Override [Global Edition]
Similar to the tax amount override feature, you can configure TDS Override in your organization and enable users to edit the system-generated TDS amount in transactions. 

To configure TDS Override, go to Settings > Taxes > Tax Settings. Select the required option under TDS.


Audit Trail [Canada Edition]
We've supported Audit Trail which you can use to track every activity related to taxes like the date and time of when the activity occurred. Click View Audit Trail next to the specific activity related to taxes to drill down into the details of the activity. You can also view previous versions and compare two versions if required. This helps you easily identify and stay on top of the changes made to the tax configurations in your organization.

You can access audit trails from Reports: Go to Activity and Audit Trail report under Activity in Reports.


Configure Date Range for TCS Rates [India Edition]
Keeping up with the constantly changing TCS (Tax Collected At Source) rates in India and associating the correct tax rates in transactions can be tedious at times. We've introduced an option in the Manage TCS section where you can configure specific date ranges for TCS rates by associating a start date and/or end date. Once associated, the specific TCS rate can be applied to all transactions within the configured date range. This helps you avoid associating old or invalid TCS rates in transactions. You can also track the status of the configured TCS rates to view if it's active or expired.




Reject Transfer Orders And Inventory Adjustments
Users with the necessary permissions (permission to approve transactions) now have the option to reject transfer orders and inventory adjustments that were submitted for approval. The rejected transactions can also be resubmitted by users. In addition to this, you can also edit the Quantity Adjusted in inventory adjustments that are in the Approval Pending or Approved statuses.

Note: Transfer Orders are only available for organizations in which the Zoho Inventory Add-on in enabled. 




Prevent Duplicate Payments
Some payment methods like ACH or direct debit payments typically take about 2-3 days or longer to get processed. During this time, the related invoice's payment will be pending and your customers might try to re-initiate duplicate payments for the same invoice. 

You can now restrict such duplicate payments for invoices using the Prevent Duplicate Payments preference. Once enabled, the Pay Now button won't be shown for invoices for which payment is still being processed. Your customers can make subsequent payments only if the first payment attempt fails. Thus, saving you the trouble of refunding duplicate payments. 

This preference will be applied to all payments via transaction PDFs, email notifications, payment links and the Customer Portal.  

To enable this, go to Settings > Customer Portal > General. Mark the Prevent duplicate payments checkbox. Click Save.
 


That marks the end of this month's updates! We hope you found them helpful. Let us know what you think in the comments below. You can also visit the What's New timeline for byte-sized information on the previous feature updates and enhancements.

We'll catch you in next month's product updates. Until then, if you require any assistance or need clarifications, feel free to write to us at support@zohobooks.com, we'd be happy to help!

Best regards,
The Zoho Books Team

    Access your files securely from anywhere


            Zoho Developer Community




                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                    • Ask the Experts



                                        Zoho Marketing Automation


                                                Manage your brands on social media



                                                      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 CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now


                                                                                Zoho Show Resources


                                                                                  Zoho Writer Writer

                                                                                  Get Started. Write Away!

                                                                                  Writer is a powerful online word processor, designed for collaborative work.

                                                                                    Zoho CRM コンテンツ








                                                                                      Nederlandse Hulpbronnen


                                                                                          ご検討中の方




                                                                                                • Recent Topics

                                                                                                • Merge invoices

                                                                                                  This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.
                                                                                                • Pipeline stages for product-led growth (PLG) subscription services

                                                                                                  (Estagios de pipeline com foco em serviço digital por assinatura (PLG)) Dear colleagues, I am writing to request assistance with a significant challenge I am currently facing. I manage a digital service that operates on a subscription-based model. I am
                                                                                                • Multiselect lookup in subform

                                                                                                  It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??
                                                                                                • Zoho CRM for Email ( Microsoft add on app) Feb 25, 2025

                                                                                                  We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's and 365 on the web, when we try to link an email in Outlook
                                                                                                • Sheet View for Reports

                                                                                                  We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yet
                                                                                                • Feature enhancement: Highlight rows based on a cell value

                                                                                                  Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
                                                                                                • Urgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator

                                                                                                  I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfully
                                                                                                • Zoho not receiving verification email.

                                                                                                  I developed a website registration page and need to send verification email. I am using sendinblue for sending out the verification emails. Somehow, the mail is not being received by the Zoho users. Gmail, outlook, yahoo domains works fine but when I try to send the mail to my Zoho account I am not able to receive the mail. Can you please let me know what might be the issue?
                                                                                                • Restore deleted spreadsheet

                                                                                                  Hi all, I can not find my spreadsheet. It seems that my spreadsheet is deleted. Please, restore the spreadsheet. Thanks in advance
                                                                                                • Lookup fields can't be used for anything important

                                                                                                  Hi It seems the lookup fields are mostly.... informative, you can at most link stuff between modules... You can't use lookup fields in blueprints, you can't use them in layout rules or anything... It that correct?
                                                                                                • Function to check frequency of customer ordering patterns

                                                                                                  Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and Claude
                                                                                                • Better Control over Team Ordering and Display

                                                                                                  Two feature requests for Zoho Desk team drop downs: The ability to change the order of teams, currently it's not in alphabetical order, which is confusing. I'm thinking a manual ordering via number or drag and drop, alphabetical order, and creation order
                                                                                                • Clear specific tag or tags from all leads

                                                                                                  I'm looking for a way to clear a specific tag from all Leads. I have a function when a tag is added to a lead they are added to a campaign and their status is set to "invited". I need to find a method to remove the tag. If I try to delete the tag to clear
                                                                                                • Cisco Webex Calling Intergration

                                                                                                  Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!
                                                                                                • Has Anyone Else Built a State Machine into a Function?

                                                                                                  I'm in the process of building a state machine for lead lifecycle management within Zoho CRM, and I'm curious if anyone else has tried integrating a state machine into their Deluge functions, especially considering Zoho’s 12-function cap. I’ve managed
                                                                                                • Is there a way for a custom function to trigger a custom made email alert?

                                                                                                  Hi Zoho Team, We have currently maxed out our 30 workflows in one of our department and we are trying to find ways to make it more efficient. We usually use our workflows to send automated email notifications per team leader for approval of tickets. Is
                                                                                                • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

                                                                                                  Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
                                                                                                • Multi User Lookup field on the Zoho CRM iOS app.

                                                                                                  Hello all!   Hope you are all safe and sound.   We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are supported in this update:   * Multi User Lookup field can be added through the
                                                                                                • Help with Deluge Script in Zoho SalesIQ (Input Variables Always Null)

                                                                                                  Hi everyone, I’m working on a Deluge script for Zoho SalesIQ, specifically for a block in Zobot. The script is supposed to: Check the visitor’s name when they start a chat. If the name is empty, return false; if a name is present, return true. However,
                                                                                                • Item/service subtotal

                                                                                                  Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
                                                                                                • Hide/Show Certain Fields When Creating/Editing Invoices, Estimates, Etc.

                                                                                                  Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing invoices, estimates, etc.. Most of the time, we don't use half of the fields shown on the create/edit invoice
                                                                                                • Is there a way to make an account inactive in ZoHo Desk

                                                                                                  We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.
                                                                                                • Any way to Associate a Recurring Invoice with Deal/Potential in Zoho CRM

                                                                                                  When we create an Invoice in Zoho Books, we have the option to associate that invoice with a Potential/Deal that is tied to that same customer. Can we do the same thing with Recurring Invoices? When creating a Recurring Invoice, I want to be able to Associate
                                                                                                • SSO/SAML

                                                                                                  Question - how are you guys handling SSO for Desk?  It seems the only options lead back to ADFS which is a dying technology, stupidly complicated to set up and configure (I mean, you can put that on your resume) and seems like overkill for SSO when AAD does it so much better and effortlessly.  We want to have our clients have SSO to log into our support portal and we want our Agents to have SSO as well. I shouldn't have to expose our server, turn on ADFS, configure it, install multiple clients (Sync
                                                                                                • Are downloadable product available in Zoho Commerce

                                                                                                  Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice
                                                                                                • Ask the Experts 17: Elevate Customer Communication With Multichannel & Instant Messaging

                                                                                                  Hello Everyone, Get ready for the opportunity to interact with Zoho Desk specialists! This month, we’re diving into Multichannel Operations, helping you manage customer interactions across various platforms seamlessly. Why Join? Customers reach out through
                                                                                                • ZOHO DESK

                                                                                                  I use Outlook Exchange to receive emails and want to forward them to Zoho Desk for better management. Additionally, I want to reply to emails in Zoho Desk and have them sent to customers via Outlook Exchange, but I don’t know how to configure it.
                                                                                                • Automating Custom Web Link Messages to Customers via Instant Messaging in Zoho Desk

                                                                                                  Hello, I am looking for assistance with Zoho Desk's Instant Messaging feature. Is there a way to automate the sending of a custom web link to customers every day at 6:30 PM? Any guidance or suggestions on how to achieve this would be greatly appreciated.
                                                                                                • Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

                                                                                                  We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
                                                                                                • An error occurred while uploading the attachment.

                                                                                                  From the image below, attaching files is not possible via the website but is supported through the Mobile App.
                                                                                                • One time offer in Zoho Campaigns

                                                                                                  Hello! I have an idea to improve my sales. I would like to make a "one time offer" in Zoho Campaigns with a clock that will count down the bid validity period.  Is it possible? Regards.
                                                                                                • How to Initiate WhatsApp Message on SalesIQ?

                                                                                                  I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
                                                                                                • Multiple self client instances

                                                                                                  there a couple of details that deserve clarification / improvement in Zoho's OAuth 2: 1. for building true server apps - cloud to cloud REST - one has to choose Self Client when creating a new instance in API Console; Server-based Appplications is slightly
                                                                                                • Workdrive Oauth2 Token Isn't Refreshing

                                                                                                  I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
                                                                                                • Zoho Desk - Delete an email conversation

                                                                                                  When using Zoho support desk I see an option to delete and edit conversations that are comments, BUT if the conversation was automatically added as a conversation from an email, then the option to delete it seems not to be available. Is there a way to
                                                                                                • Organizational Emails Send through Email Relay Server

                                                                                                  Hello, It would be great if the the Organizational Emails could send through the Email Relay Server as well. I often need to send email as someone else and since we use the GMail API option I have to use the organizational emails to do this.  We use Postmark for our Email Relay Server to increase deliver-ability which is something that we have had issues with when sending everything through Zohos servers. Also with postmark there is no need for each organizational email to have its own credentials
                                                                                                • Emoji support in workdrive

                                                                                                  Hello, We are using emojis in our filenames and folder to help visually find relevant data. Currently Workdrive is stripping out emojis and the rest of the filename (along with the suffix), making the file unreadable when they are synchronized with desktop.
                                                                                                • What is a 'user' in Zoho Surveys, and can I have multiple Offline Kiosks running?

                                                                                                  Is a 'user' the amount of people that can make and edit surveys on the website? I basically just want to know if I am able to have multiple Offline Kiosks running on multiple devices at the same time. Either on the Basic or Plus plan which both have 1
                                                                                                • Fundation / Non profit : Could you help ?

                                                                                                  Hi, We're about to handle a Medical research fundation, non profitable structure, what kind of prices could we hope from you ? Could you help us ? We would need Survey, automated campaign and ZIA Thanks in advance
                                                                                                • Can´t copy fields

                                                                                                  Hi Im trying to copy the information from a registry in a module to a new one in another module, the following code works, the thing is, it does'nt copy the rest of information in the new registry, i'm learning Deluge in an autonomy way so, i don't now
                                                                                                • Next Page