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
Performance Appraisal Probation Period
Hello All, Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!Zoho Creatorの一括操作における処理の同期/非同期について
現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。Adding Chargebee as a Data Connector
Is it possible to get Chargebee added as a Zoho Analytics data connector?Delete commerce website
I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?! I just want to delete the store. TheAdding external users to Zoho Social under Zoho ONE licence - how to best achieve this
My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which willHas anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?
Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. ItThis mobile number has been marked spam. Please contact support.
Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorpZoho Books - Hide Convert to Sales Order if it can't be used.
Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactiveWhat’s New in Zoho Inventory | April 2025
Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additionsZoho Books - Quotes to Sales Order Automation
Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflowWhen Zoho Tables Beta will be open to EU data center
Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!Pass current date to a field using Zoho Flow
I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passedAPI: Mark Sales Order as Open + Custom Status
Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use theZoho Quartz Screen Recording
Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank youTip 26: How to hide the "Submit" button from a form
Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in. Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and thenfilter broke my data
I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize theyHow do I move Notes around within a Group?
It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find theGenerate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need toZoho Sign: need to leave document pending for up to a year, or maybe there's a better way?
I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of gettingSeparate Items & Services
Hi, please separate items and services into different categories. Thank youWhat's New in Zoho Inventory | Q2 2025
Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more excitingMastering Zia Match Scores | Let's Talk Recruit
Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistantWe are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com
I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.comMulti-currency - What's cooking ?
Hi, We have been doing this feature for sometime and we would like to give you some glimpses of it. Working with Multi Currency : Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency. Setup : From the setup page, you can manage all the currencies supported by your organization. Currencies pageIntegrating Chatbot with Zoho Creator Application
Is it possible to integrate a chatbot with a Zoho Creator application?How to reduce programmatically the image uploaded by user?
I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...Dark mode for Zoho Creator / Zoho CRM Code editor
Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?Is there a way to make a button scroll down?
Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?Collective-booking event not added to all staff calendars
We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: itZOHO Android Client
Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.
Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite alignEnhance Barcode/QR Code scanner with bulk scanning or continuously scanning
Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;Non-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording landManaging Rental Sales in Zoho Inventory
I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. ThMegamenu
Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applicationsCannot access KB within Help Center
Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customersZoho Flow to Creator 3001 Respoonse
I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannotFile Upload to Work Drive While Adding Records in Zoho Creator Application
Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should beWhy not possible to generate?
Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"email
Hi My crm email is not working, can you check, I have zoho one account.Next Page