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
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
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
Print Sales Orders, Purchase Orders or Invoices from API
Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. ThanksPush Forms to CRM
Hello, I created a Form but forgot to integrate to CRM before many of the Forms were filled out. Is it possible to push those entries to CRM or should I just export a CSV then upload to CRM?Layout Adjustment.
Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I amInvoice emails repeatedly "Bounced back" from perfectly good email address of clients.
Hi For a couple of months now I am getting tens of invoice email invoices "bounced back" from perfectly sound email addresses when they are sent via Zoho Books. (see attached or an example) (the common theme seems to be that the emails are going to eitherNewby Questions - Vendors, Customers, and Income vs. Other Income Clarifications
Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchaseyodlee bank fees
My bank feeds have been pretty much error-free until this recent Yodlee update. I have configured it as per the information however nothing comes through. It says that bank feeds have been refreshed as of 30th June, 2022. It is the end of the financialCreate Item group from a composite Item
I have applied my mind for hours but cannot figure this out. Can you have a composite item in an item group?. E.g. We bundle different color and size SKU's together as composite items. Also Using composite items as Bill of Materials. We want to createAmazon.in FBA multiple warehouse integration with Zoho Inventory
My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.Feature Request - Make Available "Alias Name" Field In Item List View
Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name fieldFeature Request - Option To Hide Default System Fields on Items
Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we couldOpenAPI Specs are just plain wrong
The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec toZoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One
Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their productsCategorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesZoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps
Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teamsZoho Notebook API
Hi there, I was wondering if you guys are planning to create an API service for this product? Currently, I have developed a custom program based on Evernote's API that allows me to automate my notes. The program completely changes the way notes are taken and makes anyone more productive, combining notes, logging, reminders, tasks and time management. I would love to deploy it on the Zoho Notebook API. In fact, I think this would be the perfect product for Zoho to package and offer as a service/product.554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]
Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. IAdd Reauthentication Option for Zoho Bug Tracker Integration in Zoho Desk
Hello Zoho Desk Team, We hope you're doing well. We would like to request an enhancement to the Zoho Bug Tracker integration within Zoho Desk. Current Limitation: At the moment, there is no option to reauthenticate the Zoho Bug Tracker integration inNewby Questions
Q1. The top bar of Zoho Books has a "Search in Banking (/) " field. What is the proper use of this text box? - Searching for Amazon for example has no results but there are transactions. - Is the search case sensitive? - Are regular expressions allowed?Three Zoho Billing Limitations Blocking Standard Subscription Operations
After working through Zoho Billing support for over a year on these three issues without resolution, we wanted to flag them to the broader community. We are curious whether other businesses are running into the same walls. 1. Cannot Prepone (Move Earlier)Automation #3 - Auto-sync email attachments to tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use emailCan't add a sender adress from zoho campaigns
hi, I need to change the sender address for a campaign. When i try to add it i get a message to say 'duplicated email address found while adding your sender address'. This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks JaneUsing a custom single line External ID form as merge fields in templates
Hey everyone, We're looking to integrate a few external systems better with our Zoho CRM, and we had hoped to use external fields for this purpose. In this case, it would mean being able to use our own inoice system's invoice numbers are a direct id compatibleIntroducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? SalesDashboard target enhancements
Often individuals in IT are creating dashboards for their sales team. The ability to create a single dashboard that can be used by multiple people is key. A components for a dashboard have the ability to filter by logged in user which is great. HoweverZoho Campaigns - Feature Request - Re-Send Existing Email Action in Automations/Journeys
Hi Zoho Campaigns and Zoho Marketing Automation teams, I would like to suggest a feature that would make building and managing complex automations significantly easier. The Feature Introduce a “Re-Send” or “Send Existing Email” action within AutomationsCan I write a check in Zoho Books with no associated bill?
This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply.ISO 3166-2 Compliant Country and Regions
Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few itemsUS State abbreviations in Address fields
In regards to all Address fields within Zoho, Is there a way to change the State field to be the 2 letter abbreviation vs the full spelled out US State name? Example: "Washington" should be WA. I am able to type in the abbreviated state, but it's notZoho Booking - TIN vs ATIN & ITIN
Zoho Booking Vendors allows for TAX ID values of SSN, EIN, ATIN an ITIN. There is no option for TIN. What is the method to properly add TIN to the list of taxable values for companies? For reference: Social Security Numbers (SSN) Individual Taxpayer IdentificationZoho Books | Product updates | October 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, AppleBill sent for Payment Approval
Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add a layer of approval like a bill marked for payment before initiating payment requests through HSBC Bank. Can you please guideAsk the Experts - Live Q&A webinar
Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gainKaizen #235 - Automating record restoration using Recycle Bin APIs in Zoho CRM
Welcome to another Kaizen week. Here's a question that came up in our developer forum: "I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. There are some cases where a previouslyOpen PDFs using Zoho PDF Editor
Hello users, In this article, we will be exploring the open PDF capability in Zoho PDF Editor to collaboratively edit PDFs, insert text and images, add fillable and e-signature fields, and more. You can upload PDFs upto 50 MB or 150 pages. Password-protectedOne Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled andBank Feeds Breaking Constantly
Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while andTimed addition to segments
Hi there - hoping you can help me figure out a graceful way of doing this: • I want to add contacts to a Segment in Campaigns based on a Stage pick-list field value X in CRM - that bit's fine. The problem is that I only want to add them to the SegmentZoho Developer AI Agent = Claude AI + MCP Server + Zoho Ecosystem
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at Officehub Tech: ✅Claude + MCP Server + Zoho Creator Zoho Developer AI Agent – an AI-powered Zoho automation platform This solution connects Zoho applications with anCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsGoogle Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google FontsNext Page