What's New in Zoho Books this May '19
We're back this month with a set of new features and enhancements lined up for you. We are always looking for ways to provide you with the best accounting experience. So without further ado, let's dive in and take a look at the features and updates we've worked on in the past month.
Set Validation Rules for Estimates
You can now set certain restrictions for the values allowed for different fields in an estimate. Just choose the field for which you want to set the restriction, select the required condition and customize the alert message that should be thrown when the validation is not met. Once you save the validation rule, you can view its detailed flow chart.
To do this: Go to Settings > Preferences > Estimates > Validation Rules > + New Validation Rule.
Exclusive Inbox for Expense Receipts
You can now streamline and store all your expense receipts in one place. You can upload, auto-scan your expense receipts or have your expenses mailed to your Zoho Books account. Once your expense receipts are available in the inbox, you can convert the auto-scanned receipts into expense transactions.
To do this: Go to Purchases > Expenses > Click the inbox icon next to Upload Expense.
Choose Multiple Values for a Custom Field
When creating a custom field, you can now select its data type as multi-select. With a multi-select data type, you can choose more than one value for a custom field. You can create up to 2 multi-select custom fields for each module and choose a maximum of 5 values for each of them.
To do this:
Go to Settings > Preferences > Select the particular module > Field Customization > + New Custom Field > Choose Data Type as Multi-select.
Pause the Timer While Logging
It's okay if you face unexpected interruptions while performing a task. Just pause the timer running for your project whenever you meet with any interruptions and resume logging time once you're back.
To do this: Go to Time tracking > Projects > Pause/Start the timer.
Note:
Along with this update, you can also start a timer without associating it to a task or a project.
Auto foward Your Bank Statements (for India, UAE, KSA & Bahrain Editions)
You can now skip a few steps and auto forward your bank statements from your email directly to Zoho Books. These bank statements will be stored in the dedicated inbox for bank statements in Documents. After your bank statements have been forwarded, you can associate these auto forwarded bank statements to your bank account in Zoho Books.
To do this: Go to Documents > Bank Statements under Inboxes.
Run Your TDS Reports Based on the TDS Section (for India Edition)
Run your TDS (Tax Deducted at Source) summary report section-wise for more meticulous reporting. Earlier, the TDS reports were listed based on the vendor. Now, you can choose to run your TDS report either based on the TDS section or the vendor.
To do this: Go to Reports > TDS summary > Customize Report > Select the TDS section in the Group By dropdown.
e-Way Bill Enhancements (For India edition)
While creating the e-Way bill, there will be some cases wherein the Dispatch-from address might vary from the Bill-from address. To address such cases, we now provide you with the ability to change the Dispatch from address while creating an e-Way Bill.
We have also completely revamped to ease the process of creating an e-Way Bill. We've provided the users with the option to select the customers and invoices that are going to associated to the e-Way bill along with a few other minor enhancements.
Generate and Send PDFs in Thai characters
You can now generate and send PDFs in Thai characters by selecting the Maitree font for your PDF templates.
To do this: Go to Settings > Templates > Choose the preferred module > Edit or create a new template > Select Maitree as PDF font.
More Countries Supported for Gocardless
The GoCardless integration in Zoho Books now lets you collect debit payments from Canada, Australia and Switzerland. Learn how you can set up the GoCardless integration with Zoho Books.
Import Taxes (For US edition only)
Save your time and effort by importing multiple taxes at once into Zoho Books. You can import the taxes into Zoho Books from a CSV, TSV or XLS file.
Note:
The tax groups will not be imported. You can create tax groups manually after importing the taxes.
Match HMRC Payments to Returns (for UK Edition)
You can now match the payments made to HMRC with the corresponding returns. Hence, you don’t have to record payments for the returns. That's not all! We have also enhanced the VAT payments section. You can now associate a return to a payments made to the HMRC.
Associate Projects to Line Items
Avoid manual errors and save time by associating projects with the line items in invoices, sales orders, credit notes and retainer invoices.
To do this: Go to any of the above module > Click Add Additional Information next to the line item > Select the project from the dropdown.
Pay via Ideal Payment Mode Using the Stripe Gateway
We have introduced the iDEAL payment mode for users having the Zoho Books - Stripe integration. Stripe users across the globe can now accept iDEAL payments from customers in Netherlands. Moreover, you can choose the payment modes (supported by Stripe) to be shown in the Client Portal by enabling them in the Advanced Settings of the Stripe integration.
That's a wrap for this month folks. Stay tuned for more updates from Zoho Books.
We're always looking for your suggestions to help serve you better. So, if you have a feature request, feel free to share them
here
.
Regards,
Bennet Noel L
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
Bennet Noel L
lenasmith1335
Aimee Hargreaves
Travis
mandeep
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
How to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?Add specific field value to URL
Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there iserror while listing mails
I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.Unlocking New Levels: Zoho Payroll's Journey in 2025
Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform toSend Supervisor Rule Emails Within Ticket Context in Zoho Desk
Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appendingform data load issue when saving as duplicate record is made
Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loadedCRM project association via deluge
I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associateZoho Browser??
hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, SandeepWhere can we specify custom CSS in Zoho Forms custom theme ?
I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, renderingMCP no longer works with Claude
Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.Enable History Tracking for Picklist Values Not Available
When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?The reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digitalAdd RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career SiteAbility to Edit YouTube Video Title, Description & Thumbnail After Publishing
Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing theFree Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics
Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. LearnCritical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was postedHide/Show Subform Fields On User Input
Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?Cloning Item With Images Or The Option With Images
Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images asArchiving Contacts
How do I archive a list of contacts, or individual contacts?WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (hereCustom validation in CRM schema
Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevantSync Data from MA to CRM
Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of aIs it possible to roll up all Contact emails to the Account view?
Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficialUpdate CRM record action
Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM moduleNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedWhat's new in Zoho One 2025
Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesAdd deluge function to shorten URLs
Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalisedEdit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!Quick way to add a field in Chat Window
I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connectingHow to create a two way Sync with CRM Contacts Module?
Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator appZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Allow Manual Popup Canvas Size Control
Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selectedWhere is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regardsHow to set page defaults in zoho writer?
hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the documentDevelop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.How to import data from PDF into Zoho Sheet
I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is passwordZoho Projects Android app: Integration with Microsoft Intune
Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies throughNext Page