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
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