What's new this February 2020 in Zoho Books.

What's new this February 2020 in Zoho Books.

Integrate Uber with Zoho Books (India)

Keeping track of your employees' Uber rides could be quite a task. With the Zoho Books and Uber for Business integration, it doesn't have to be. Choose a Bill to Company model in Uber, and pay for all your employees rides on a monthly basis.

To start integrating:
Go to Zoho Books > Settings > Integrations > Uber for Business

Once you've set up the integration, Zoho Books will generate a unique email address. Copy the email address and paste it in your Uber for Business account.

To configure email: 
1. Go to your Uber for Business dashboard
2. Navigate to Billing > Statements
3. Paste the email address

This email address will be used to receive your monthly statements from Uber and create bills for them in your Zoho Books account. 
Once you complete the setup, you can add Uber for Business as a Vendor
in Zoho Books and associate an expense account to track monthly Uber bills.




The Zoho Books Windows app

Zoho Books has released a tailor-made app for the Microsoft Windows 10 users. You can now manage your end-to-end accounting while enjoying native Windows features. Here's a glimpse of what these features can do:
  • Windows Hello, the biometric security system, protects your financial data and lets you provide data access to specific users.
  • Live tiles let you pin the modules that you want to access on the go. Once you have pinned them, you can click it to view the details.
  • Keyboard shortcuts let you perform quick actions using hotkeys. You can view all the shortcuts available for a certain module by pressing the Alt key.
  • Cortana is now at your service to fetch Zoho Books data. Check out the other actions that Cortana can perform in the Settings of Cortana Voice Commands.
  • Desktop notifications keep you updated when there is any action performed while you are not using the app.
You can now use the Windows companion tool for DSC token-based GSTR filing (India)



Associated price lists in an item's details page

If there are multiple prices associated with an item, you can view them in the item's details page. If you wish to edit them, do so by clicking the edit option next to the price under Associated Price Lists.

To do this:
1. Go to Items
2. Select the item
3. Go to Overview > Associated Price List



Related lists

Related lists let you access data from other modules within the Zoho Books app or from third-party providers.
To access third-party app data, you will have to create a new related list by writing a deluge script.

To do this: 
1. Go to Settings > Preferences
2. Go to the module for which you wish to create a related list
3. Navigate to Related Lists > New
4. Write the Deluge script

To view data from different modules of Zoho Books, you will have to create lookup fields in the modules you want to fetch the data from.

To do this: 
1. Go to Settings > Preferences
2. Select the module for which you want to add a lookup field
3. Go to Field Customisation > + New Custom Field



Payment terms for sales and purchase orders

Similar to invoices and bills, you can now provide payment terms for purchase orders and sales orders. Sales orders are usually converted to invoices and purchase orders are converted to bills. When they are converted, the payment terms will also be carried over
and the due date will be calculated automatically. You can set the preference to show or hide the payment terms in the template.

To do this:
1. Go to Settings > Templates > Header
2. Check the Terms checkbox



Adjust the ITC available in the GSTR3B

As per the new sub-rule (4) added to rule 36 of the Central Goods and Service Tax Rules, 2017, a taxpayer filing GSTR-3B can claim provisional Input Tax Credit (ITC) only to the extent of 10% of the eligible credit available. In Zoho Books, you now have an option in the GSTR3B summary to adjust the ITC Available.

To do this: 
1. Go to GST Filing > GSTR-3B summary > Eligible ITC
2. Click Adjust ITC under the Available ITC table
3. Calculate and enter the adjusted ITC value in the pop-up
4. Click Save



Bulk update vendor payments

You can now filter bills by their status and record payments made for multiple bills using the Bulk Payment option. You can record bulk payments for bills that are in Open, Overdue, Unpaid, or Partially Paid status.

To do this: 
1. Go to Bills
2. Click All Bills and filter based on status
3. Click More > Record Bulk Payment



We hope you find these updates useful for your business. Do try out these features in Zoho Books - online accounting software and let us know what you think about them in the comments below, or write to us at support@zohobooks.com.

Cheers,
Shally Joseph
The Zoho Books team




    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.








                              Zoho Developer Community



                                  Bootcamp
                                  Community
                                  Pricing
                                  Webinars
                                  What's New
                                  Integrations
                                  Contact Support
                                  Contact Sales
                                    Zoho Survey Resources
                                      Features
                                      Survey Templates
                                      Integrations
                                      Community
                                      iOS Mobile Surveys
                                      Pricing
                                      Android Mobile Surveys
                                      Insurvey Blogs
                                      Insight Blogs
                                      Tips & Tricks





                                                  Latest Feature Updates

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        Zoho SalesIQ Resources


                                                              Manage your brands on social media
                                                              Access Zoho Social

                                                                Zoho Pagesense Resources


                                                                    Zoho TeamInbox Resources

                                                                      Zoho DataPrep 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

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • sync two zoho crm

                                                                                                                  Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

                                                                                                                • Side-by-Side view on Windows 11

                                                                                                                  Is there a way to open two notes in a side-by-side view? I'm running Notebook on a Desktop running Windows 11. If this feature doesn't exist, do you have plans for it?

                                                                                                                • Value shows in balance sheet for Goods in Transit

                                                                                                                  We have transferred goods from one warehouse to another warehouse and accepted the same at another warehouse. Although my balance sheet shows X amount as goods in transit value. I don't understand, how to clear that  Can anyone guide us please?

                                                                                                                • Ask for a quote to multple vendors

                                                                                                                  We are able to send a Purchase order, but How can we Send a quote request to our vendor, once the value changes every time? I didn't see any feature like this in Zoho Books/ Inventory. Send this request with the Items that we want to know the cost, to

                                                                                                                • Bigin merge field in email template for subject line to match lead name

                                                                                                                  Hello We Are using email in to automatically create leads in our pipelines. When we want to reply from conversations, and apply an email template, it’s not matching the original subject line. It should be lead name to match. But it’s not working. Even

                                                                                                                • How to create auto-link between Invoice and Quote in CRM

                                                                                                                  It's strange that when you 'convert' a quote into an invoice, it doesn't auto-link the two. How can we develop an auto sync so we don't need to manually link each invoice to their respective quote?

                                                                                                                • Why Are Columns Reset When Deleting Entry

                                                                                                                  Hello, this is quite annoying. We use forms as a questionnaire for candidates, we filter entries by removing columns, when we delete an entry the columns reset. Every "delete" the columns reset, why!? Thank you

                                                                                                                • Pi or Pie? A slice of infinity in customer service

                                                                                                                  Hey everyone! While Pi Day is on March 14 (3.14), July 22 marks another special occasion: Pi Approximation Day! On this day, we recognize the mathematical constant π (pi ≈ 22/7); a number that's infinite, irrational, and never-ending. Pi is essential

                                                                                                                • Configuración

                                                                                                                  Hola acabo de instalar Zoho CRM y quiero configurarlo correctamente. Al respecto me surgen algunas dudas tales como la diferencia entre: Cuentas, posibles Clientes y Contactos. ¿Conceptualmente que son cada uno? ¿Como se se relacionan entre ellos? Si

                                                                                                                • GL account associated to each supplier for new bill

                                                                                                                  Hello I'm facing problem for all items of my bills that are not inventoried. The need is each time I enter new bill and after I select supplier the GL account section is autopopulated with default GL account (that I would like to add in supplier settings)

                                                                                                                • LinkedIn verification link and otp not receiving

                                                                                                                  For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward

                                                                                                                • Mail Merge Stuck in Queue

                                                                                                                  I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails through

                                                                                                                • SMTP Email Sending Not Working for My Domains and Apps

                                                                                                                  Hello Zoho Support Team, I am experiencing a critical issue with sending emails via Zoho SMTP for my domain humanhup.com. Both of my applications, HumanHup and CheapUI, are unable to send emails using Zoho SMTP, even though the same setup was working

                                                                                                                • Why is Zoho supporting the Proud Boys?

                                                                                                                  Hello. This is the only way I can find to contact your company. There is someone in Maine posing as a law enforcement officer, attempting to kidnap immigrants. They are also recruiting for a known hate group. They have an email address hosted by Zoho.com.

                                                                                                                • Composite Item - Associated/Component Items

                                                                                                                  I am trying to find the Associated Item/Component Item field in the Composite Item Table in Analytics. Has anyone been able to find and utilize this field in Analytics?

                                                                                                                • Use openUrl() to edit a specific record

                                                                                                                  I am working on a queue app for my organization. I have a master queue that is a report of meetings with workflow buttons to manipulate the records. One of these buttons I would like to open the record and edit for the purpose of changing the queue lookup

                                                                                                                • why i cant access my web without the www

                                                                                                                  please help me

                                                                                                                • Help Centre Articles in Desk, Zia and iframe

                                                                                                                  Hi, We embed SOP documents into articles from Scribe into using iframe. We are looking at zia indexing articles to present to agents to aid their work. Please advise if zia can view and learn from the content within the iframe?

                                                                                                                • Rich Text/WYSIWYG Input Area

                                                                                                                  I'd like to have an option on ZoHo creator to create an input text area for HTML/rich text formatting. :)

                                                                                                                • How to create a directory report from one-to-many relationship

                                                                                                                  Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,

                                                                                                                • Change Default Selection for Lookup field

                                                                                                                  I have a Lookup field that I have locked, when I unlock it - the user can select the proper Zone but I need it locked, since this may change based on user selection of another field. Example. There are 3 potential zones. User A selects the Hospital Account

                                                                                                                • Restrict visibility and user permissions Creator 5

                                                                                                                  I don't understand how restrict visibility for reports interacts with the already established role permissions. It seems that the default on restrict visibility has everything checked for all users, but I cannot set up different levels of permission for different individuals.  Right now I have three different ways to manage users and their access and it's confusing because everything has not migrated to Creator 5. Don't the role permissions extend to the reports as well? Are the selections under

                                                                                                                • LMS - Why do Trainers have to be Users?

                                                                                                                  I'm not sure why the software is set up where trainers must be users (i.e., employees). This should really be changed, as there are many cases (the majority of cases for some companies) where classroom trainers are external or contractors. If this is

                                                                                                                • ZOho mail not stopped working with my domain.

                                                                                                                  i have changed my name server settings in my domain sigmasquaretec.in . After that my emails are not working with ZOHO.

                                                                                                                • Request to Cancel Zoho Mail Subscription

                                                                                                                  Hello Zoho Team, I have migrated to Google Workspace and would like to cancel my Zoho Mail subscription for my organization. Organization Name: AR Creators Media Admin Email: roman@arcreatorsmedia.com Subscription ID: RPUS2005901960812 Please cancel the

                                                                                                                • zoho smtp limit for free users

                                                                                                                  What is Zoho SMTP limit for free users?

                                                                                                                • Mailboxes and Alias Email Addeases - Best Palestine’s and Advice:

                                                                                                                  Mailboxes and Alias Email Addresses - Best Practices and Advice: what is the best practice for the efficient means to manage And sort, alias, email addresses and third-party after or even the Zoho app itself. I am currently using both Thunderbird and

                                                                                                                • Has anyone built a discussion forum with a Creator Portal?

                                                                                                                  I have built a Creator app for organisations to apply for refurbished tools that are sent by a charity. The charity now wants recipient organisations to be able to connect with each other within a region or country, to share advice on maintaining the

                                                                                                                • Ability for Super Admin to Set Locale Information for Users in Zoho Recruit

                                                                                                                  Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability for Super Admins to configure Locale Information (Country/Region, Date Format, and Time Format) for users in Zoho Recruit. Currently these settings are only configurable

                                                                                                                • Add a block or widget to Zoho Sites that allows users to create an interactive contact card with contact buttons (email, LinkedIn, website, etc)

                                                                                                                  The proposed feature consists of a pre-designed, customizable block that displays a person's contact information (e.g., a speaker, sales representative, or independent professional) and offers quick access to: Email (icon with mailto: link) LinkedIn profile

                                                                                                                • Zoho Recruit > Email Templates

                                                                                                                  Dear All Background: We are using Zoho Recruit for the 4 business units under our group of company it our posting our of Job it will be done via our internal recruiter. In the Email templates, i want to be able to insert the individual business unit,

                                                                                                                • Zoho Voice & Zoho Recruit/CRM

                                                                                                                  Hello, I'd love to use Zoho Voice with Recruit and CRM but it would need something very important to me, that has been a game changer to my daily routine, like Calendly has been for scheduling interview. It's call transcription with AI. I'm using Noota

                                                                                                                • Change start time after starting the timer

                                                                                                                  Hello Projects Community, an amazing feature would be to change the start time of a running timer. I know this from some other time tracking softwares. Any idea about this? Best wishes Niels

                                                                                                                • Sending possible. Receiving not possible.

                                                                                                                  We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.

                                                                                                                • Problema para enviar y recibir correos

                                                                                                                  Buenos días, mi cuenta de correo secretaria@construccmauro.com presenta problemas y no me permite ni me envía ni recibe correos, me sale este error.No fue posible enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico bloqueado saliente.  Aprende más., Agradezco

                                                                                                                • Data access tasks like 'For each record' aren't supported for 'integration forms'.

                                                                                                                  My code is not running because i get the error "Data access tasks like 'For each record' aren't supported for 'integration forms'." I have my integration setup with Zoho CRM + Zoho Creator, the form is visible and working on my zoho creator however in

                                                                                                                • Zoho Reports Not Grouping from Subforms

                                                                                                                  I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicates

                                                                                                                • Create Automation for the Field "Mark up by"

                                                                                                                  Hello everyone, I'm importing expenses from Zoho Expense to Zoho Books. I want to auto-calculate the "Mark up by" field based on the custom field “Discount” I created before. The trigger of the workflow will be the creation of the expense itself. The

                                                                                                                • Free Webinar Alert! Before vs After: Proven ROI from Zoho CRM + Workplace Integration

                                                                                                                  Hello Zoho Workplace Community! Before: Scattered tools, lost leads, fragmented communication. Are you ready to stop the constant back and forth between tools to manage leads, emails, and team communication? After: Connected tools, streamlined processes,

                                                                                                                • Zoho Forms to Zoho Sign Integration - Fields Missing

                                                                                                                  If a Zoho Form has image fields, it seems these can't be transferred to a Zoho Sign template for digital signature. Is there any way of pre-filling Zoho Form images onto a Zoho Sign template? Many thanks.

                                                                                                                • Next Page