We're pleased to let you know that we've set off 2019 with some exciting feature updates and enhancements. So here's a sneak peek to some significant updates we rolled out this January.

Zoho Books integrated with Yearli, to let you file your 1099 Forms with ease. Set up the Yearli integration in Zoho Books, import your data and checkout to file them to the federal government, applicable state agency and send copies to your recipients. Learn More.

What's Next in Invoices

Adding new users to your Zoho Books organization? Let Zoho Books navigate them through the Invoices module. We've added a user level What's Next section that assists the users to perform the commonly used actions with ease. Actions displayed are based on the user's permissions, and the user can also choose to disable them.

Enhancements to the Client Portal

We've made the following enhancements to the Client Portal:

• We've clubbed Branding and Client Portal Preferences to facilitate easier customization of your portal. So you can choose how your invoice looks for your customers, select the actions your customers can perform and set up a custom domain for your customers -- all in one place.
  
  
  
  
  

• The Custom Domain Mapping page is now more intuitive and easy to set up. Learn More
  

• The Payments page in your client's portal has also been reconstructed with a user-friendly and fresh look. (India)
  

  
  
  
  

Search Bar in Page Tips

Find answers to all your questions by searching for them in the Page Tips section. The page tips section now has a Search bar, so you are not restricted just to the suggested help guides, but you also gain access to our complete help resources from within the app.

Mark Reports as Favourites

Bookmark your frequently used reports and stop searching for them each time you're looking to generate reports. Mark your reports as favourite by clicking the Star next to a report and access them smartly. Reports you've marked as Favourite will be displayed first in the Reports module.

Associate and Apply TDS on Vendor Payments (India)

You can now associate TDS (Tax Deducted at Source) rates for a Vendor. These rates will be pre-populated for purchase transactions created for that particular vendor. Not just that, you will also be able to apply TDS on Vendor Advances and deduct them as Credits while creating Bills for them.

Updates on the Projects Module

• You will now be able to associate Projects to Purchase entities such as Bills, Recurring Bills and Vendor Credits. To associate a project: Create a new transaction > Add Items > Click the More Options icon near to the item table > Click Add Additional Information > Associate Project.
  

• Assess the profit or loss of a particular project by viewing the Project Profitability Summary in the details page of a specific project.
  

  
  

  
  

Introducing Recurring Journals

Set up recurring journals, save time. You can now create recurring profiles to add journal entries for actions that might require you to post journal entries regularly. Loan replacements, for example, might be of the same value each month for a certain number of years. Setting up a recurring journal profile can help eliminate manual journal entry each month. Learn More

Enhancements to Invoice Templates

• You will now be able to enable or disable Total Quantity and Payment Details such as Payments Made, Credits, Written Off Amount and so on in the Retail Template.
  

• Included Payment Stubs to the Minimalist Template.
  

• Provided options for customizing Tax Summary Labels in all templates.
  

Well, that's not all. We've also made other interesting updates to your reports, stock and sales orders. Read more about them in our What's New Timeline . The Android app has also been stacked with new updates. You can take a look at them in your Google Play Store .

Do give all these features a spin and if you’ve got any questions or feedback, leave a comment here, or drop us a line at support[at]zohobooks[dot]com. We'd love to hear it from you!

Cheers,
Aashika M
The Zoho Books Team