What's New in Zoho Books this April '19
Hello users,
March was an exciting month for us. We've released a wide new range of features to make business processes smooth for our customers. Let's dive right into them!
Templates Gallery
The templates in Zoho Books have been categorized based on their use and functionality. All the existing templates have been categorized into the Standard, Spreadsheet, Premium, Universal and Retail templates.
To view these categories of templates:
Go to Settings > Templates, select a module and click + New to view the templates.
Revamped Chart of Accounts
The Chart of Accounts module in Zoho Books now lists all the transactions carried out under a particular account. Select an account and view all the recent transactions and the amount debited or credited in it.
To view this change:
Go to Accountant > Chart of Accounts and select an account to view its transactions.
Show or Hide GST details in Reports (Indian edition)
The Entity-level reports now contain the option to show or hide GST details such as the GSTIN, GST Treatment and Owner Name. Entity-level reports include reports that are specific to a module in which GST can be applied. For example, the Customer Balances, Recurring Invoice Details and Payments Received reports.
To view this:
Go to Reports, select an entity level report and click Customize Report. Click Show / Hide Columns in the left sidebar, mark the boxes with the GST details and click Run Report.
PayTabs Integration (UAE, KSA and Bahrain editions)
PayTabs is a payment gateway that supports 160+ currencies and is secured with the PCI DSS certification and anti-fraud protection. Integrate your organization with PayTabs and receive payments from your customers securely.
Learn more about the PayTabs integration.
Retail Templates for Estimates and Credit Notes
Retail templates are now available for the Estimates and Credit Notes module in Zoho Books.
To view these templates:
Go to Settings > Templates and select Estimates or Credit Notes. Click + New and select Retail templates.
Reconciliation for Cash Accounts in the Banking Module
Reconcile your opening and closing balances, and the transactions you create under your cash accounts. Some cash accounts in Zoho Books include Petty Cash and Undeposited Funds.
To reconcile your cash account:
Custom Schedulers
Custom Schedulers are automated user-defined functions which perform a given action at a particular time on a recurring basis. The user can schedule a function to be executed daily, weekly, monthly or yearly.
Learn more about Custom Schedulers.
Search Help Resources Within the Application
The Search bar for help resources is now available right within the Zoho Books application.
To view the search bar:
Click the Question icon in the top right corner of the page.
Current View Export
A Current View refers to the view after you have sorted the data or rearranged the columns in a module based on your requirements. Filter data in any module based on certain criteria and export the view from Zoho Books to your system.
To export the current view:
Go the particular module and sort/re-arrange the data. Click the Hamburger icon in the top right corner and select Export Current View.
Import VAT And Duty (UK Edition)
If you are dealing with vendors outside the European Union, then you can record the Import VAT and Duty for the bills you create for them in Zoho Books.
To record Import VAT:
Create a bill for the Non-European Union vendor. After this, select the bill, click More > Record Import VAT. Enter the details in this page save the bill.
Tweaks to the ICICI Bank Integration (Indian edition)
If you have integrated with ICICI Bank in Zoho Books, you can add the Beneficiary Name while adding a bank account from the contact details page. You can also edit the 'From Account' and 'To Account' while making bill payments to your vendors from the Bill Payment page.
Automate Timer Based on Maximum Hours/Day
Let's say you bill your customers for the time you work for them and have also set a limit for maximum hours per day. Earlier, if you started your timer and the time crosses the limit you set for the day, you would have to stop the timer manually. Now, the timer will automatically be stopped and a notification will be sent to you.
Unfile GSTR-1 from Zoho Books (Indian edition)
Mark your last filed GSTR-1 as unfiled in Zoho Books. This will be applicable only if you have filed the return in the GSTN and have marked it as filed in Zoho Books. Also, if you have enabled GST returns approval and have marked the return as filed, its status will be reverted to 'Approved' when you unfile the return.
Warm regards,
Judah
The Zoho Books team
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