What's New in Zoho Books - September 2019
We've kickstarted September with a fresh set of feature roll-outs and enhancements. Let's take a look at all the new updates that Zoho Books has to offer for this month.
Filter Transactions and Update Accounts
If you had associated multiple transactions with a wrong account or if you need to update multiple transactions with a new account, updating each and every transaction can be quite tiresome. You can now use the bulk update feature in Zoho Books to update multiple transactions at once and submit their accounts in time for the audit.
Filter multiple transactions such as credit notes, purchase orders, expenses, bills and vendor credits and update the accounts they are associated with a new account.
Multi-Level Approval for Sales Transactions
If you want your Sales transactions to be approved by the decision of two or more approvers, you can set up the multi-level approval process. You can now set up multi-level approval for Invoices, Sales Orders, Estimates and Credit Notes.
To do this: Go to Settings > Preferences > Approvals > Sales Approval > Enable Sales Approval.
Reject Transactions
Do you receive transactions for approval that should not be processed because of incorrect data? We've got just the right solution for you. Admins and approvers can provide a reason and reject a transaction that has been submitted to them.
The submitter will be able to view the reason for rejection in the Comments & History section.
To do this: Go to Purchases > Bills > Click the dropdown next to the approve button and click Reject.
Similarly, you will be able to view your pending approvals for vendor credits and purchase orders as well.
Save and Execute Option For Webhooks
Webhooks facilitate communication with third-party applications by sending instant notifications every time an event occurs in Zoho Books. You can now run a preliminary test of how the webhook works by executing it as soon as you create or edit them.
To do this: Go to Settings > Automation > Webhooks > + New Webhook > Save and Execute.
Enhancements for Templates
We've made a slew of much requested enhancements for the templates that are available in Zoho Books. You can now:
- Edit the shipping charge label for the pre-defined templates in Sales Orders as well.
- Show/hide the Invoice Number and Invoice Date fields in credit notes templates(Available for the India, Saudi Arabia, Kuwait, the United Arab Emirates, Qatar, Bahrain, and Oman editions of Zoho Books).
- Change the font size for your email templates.
- Insert an image placeholder for your custom templates. Once you set this up, users will be able to insert images on the item table.
Make and Record GST Payments (Indian Edition)
You can now make GST payments using the ICICI Bank integration after you generate the challan in the GST portal.
To do this: Go to Zoho Books > GST Filing > Monthly Returns > GSTR-3B > GST Payment tab and click Pay via ICICI Bank. Learn More.
If you choose to pay via the GST portal, you will be able to record their GST payments in Zoho Books.
To do this: Go to GST Filing > Monthly Returns > GSTR-3B > GST Payment tab > Record Payment.
Zia Search
We are excited to introduce you to Zia - your very own AI-powered assistant to search for info across Zoho Books and other Zoho applications. You can fetch your customer details, explore help pages, search for transactions and do a lot more using the Zia Search.
To kickstart Zia:
- cmd + / on mac
- cntrl + / on windows
Record VAT Payments & Claims (UAE, KSA & BH editions)
You can now record tax payments and claims to track your VAT payments and maintain accurate records. In Zoho Books, you can only record the VAT claims you've made via bank transfer.
However, you will be able to record VAT Payments based on your country and the tax payment method. For UAE, you can record VAT Payments if you've paid tax via bank transfer, cash or Visa/Master Card. For Bahrain and KSA, you will be only able to record VAT if you've paid your tax through bank transfers and cash.
To do this: Go to Accountant > Tax Payments > Record Payment/Claim.
We're always looking for your suggestions to help to serve you better. So, if you have a feature request, feel free to share them here.
If you require any assistance, you can 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
The Zoho Books team
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
terry
David Haddad
Robin Herzog
DOOM TRADING
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
Auto-fill from logged-in user's profile for Name Fields in Subforms
Hi, The Name field is great, but I see you can't tick the Initial Value option of "Auto-fill from logged-in user's profile" when it is on a Subform, why not? Thanks DanCalling a function within another function
Hello there, I have just found out that you can simply call up functions in other functions, regardless of the department. You can't create functions with the same name twice, even though you are in a different department. If you try it, you don't get【続々公開】Zoholics Japan 2026 セッション情報を更新しました！
ユーザーの皆さま、こんにちは！ Zoholics Japan 2026のセッション情報を続々と公開しています！ 今年は3つのトラックで、Zohoの最新情報やAI活用、製品アップデート、 活用事例など、多彩なセッションをお届けします。 現在公開中のセッション（一部） ・Zoho CRM 製品アップデート ・Zoho CRM Plus 製品アップデート ・Zoho Community セッション ・Zoho Desk セッション ・中堅・成長企業の人事DX ～AI時代に何から始めるべきか？～ ・ZohoZoho CRM Community Digest - July 2026 | Part 1
Hello everyone, July is here! The first two weeks brought six CRM updates ranging from privacy-ready webforms to a significantly more powerful Layout Rules engine, two community wins worth a look (a dashboard workaround for spotting leads with no activities,New Ways to Personalize, Organize, and Share Your Notes
We're excited to introduce a new set of enhancements in Zoho Notebook that make your note-taking experience cleaner, more flexible, and easier to share. With this update, you can create notes that automatically adapt to your device theme, browse yourZoho Commerce B2B
Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/showIntroducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure
Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, whichRich-text fields in Zoho CRM
Moderation Update: During the initial release of Rich Text fields, it was supported only in the Enterprise and Ultimate editions. We have gradually extended Rich Text fields to all the paid editions of Zoho CRM. Hello everyone, We're thrilled to announceAdd Large Lists to Choice-Based Field Rules
Hi, The new Large List is good, but you can't then use the Choice-Based Field Rules with it to limit the Group Choices or Choices? Thanks DanEmail-Data Synchronization with Zoho Analytics
Hello, Enterprise Support Community! We're excited to announce the availability of Email Data Synchronization with Zoho Analytics! This highly requested enhancement allows you to sync email data from Zoho CRM into Zoho Analytics, making it easier to analyzeZoho - shopify sales order - invoicing
we have integrated zoho with shopify. so now , when an order comes through shopify-it raises a sales order in zoho. And at this time- the inventory goes down in shopify, according to the sale. Then we manually convert the sales order to an invoice, andEnable Replenishments Option not Available
I'm looking to turn on the replenishment option in Zoho Inventory and I'm not finding settings for it in Zoho Books or Zoho Inventory. This is the tutorial I was following from Zoho. Is there a step I'm missing to have Replenishments be available in ZohoKiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when[Solution] Analyze, Act and Automate with Drill Actions
Insights create value only when they lead to action. Traditional dashboards excel at helping you understand what is happening, but acting on those insights often requires manual intervention leaving the dashboard, opening another application, findingBuilding extensions #6: Handling modal boxes to enhance user experience
In our previous post, we explored creating custom graphical user interfaces using widgets. In this post, we'll learn about enhancing user experience through modal boxes. What is a modal box, and where is it used? A modal box is essentially a widget interfaceImprove User Onboarding in Zoho Projects with Zoho DAP
Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.Your CRO data is now on your AI Assistant: PageSense is live on Zoho MCP
Hello Everyone, We are excited to announce Zoho PageSense is now live on Zoho MCP servers. Here is what that means for you. Every answer about your website lives behind tons of data across different modules. Which test is winning. Where visitors bail.Feature Enhancement Request – Bulk Download of Signed Documents in Zoho Sign
Hi Team, We would like to request a Bulk Download feature for signed documents in Zoho Sign. Currently, Zoho Sign allows users to send documents in bulk using an Excel sheet, but there is no option to download the completed signed documents in bulk. Usersdelete a user on Zoho Desk
Kindly I Need help to delete a user on Zoho Desk but I deactivated but not deactivated with licenses so what can I Do?Unable to open Attendance Regularization request, reason?
Unable to open Attendance Regularization request.What's New in Zoho Inventory | June 2026
Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you canTax/Vat Number Field As Standard - Customer & Vendor
Hello, when are you'll going to have the customer & vendor tax/vat number as a standard field under the relevant profile pages? I find it strange that after 6 years of using Zoho Inventory that I still have to use a custom field for a tax/vat number,Zoho CRM - Feature Request - Conditional Lead Conversion
Hi CRM team, My feature request is to allow admins to create some conversion logic in the Lead Conversion settings. It is a common case where we want to convert a Lead to a Commercial or Residential Deal layout. Layout rules are not ideal because theZoho CRM Approval Process based on Field Update
Hello, In current structure, Zoho CRM send records to approval based on record creation and edit. I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approvalFree webinar: Automate signature workflows with Zoho Sign and Zoho WorkDrive
Hi there! Are you still storing and managing physical paperwork before and after signing? This traditional method is bulky, costly, and impractical at scale. Attend our free webinar to learn how you can connect Zoho Sign, our digital signature app, withGlobal Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Leave request problem on mobile phones
Hello, When any employee attempts to submit a leave request on an Android or iOS phone, the error shown in the attachment appears. How can we solve this problem?[Webinar] Digitizing forms and form-based workflows
Live webinar on August 13, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Struggling with paper forms, manual data entry, disconnected approvals, and form data that never reaches the apps that need it? Join our live webinar to learn how Zoho Writer's fillable templatesMulti-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. TherePrice Book in foreign currency
We have many customers who buy in foreign currency (USD), where our base currency is our local currency (AUD). It would be normal (it is in Zoho Books, Zoho Inventory etc.) to assign a currency to a price book, but I cannot find this option in Zoho CRMAssign Price Book to Accounts (again!)
I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign priceRemove "Subject" as a required field on quotations
Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM
Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d addText/SMS With Zoho Desk
Hi Guys- Considering using SMS to get faster responses from customers that we are helping. Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic. Screen Magic seems easier to setup, but appears to be 2x as expensive for United States. I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages? If so are responses linked back to the zoho ticket? If not, how are you handling this, a simple "DO NOT REPLY" asNeed complete Zoho Commerce theme ZIP example and safe staging workflow
I want to build a complete custom Zoho Commerce storefront through Edit Code, including: • Global header and footer • Responsive homepage • Category, search and filter pages • Product cards and product-detail pages • Cart and checkout wrapper • MobileAdd Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories
Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload itemsi need active of my whatsapp business number in zoho
i am waiting from 3 days for active of my whatsapp business account in crm ,its too late to configure.its just showing account details i can't able to know its connected or not anything elseSub-Form Padding in CSV Export
Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to padNext Page