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








                            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

                                                                                                              • Voip Phone system that integrates with Zoho

                                                                                                                Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho.  I use Vonage and have been with them for quite a few years but their service has really gone down hill and

                                                                                                              • Removing Related Modules Lookup Fields Assignment / Relationship

                                                                                                                Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

                                                                                                              • Multiple email accounts, one phone

                                                                                                                Hi, I have my own businesses that use Zoho mail, now I would like to use zoho mail also for a local charity. But I noticed adding a phone number is compulsory for registering an account, and I only have one phone. This means I can not open an account because my phone number is already in use for another account. Can this be fixed? Thanks Vincent

                                                                                                              • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                                                                                Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

                                                                                                              • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

                                                                                                                In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

                                                                                                              • can I link a contacts to multiple accounts

                                                                                                                can I link a contacts to multiple accounts

                                                                                                              • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

                                                                                                                Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

                                                                                                              • Open Activities view.

                                                                                                                I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ

                                                                                                              • Potentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer

                                                                                                                I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.

                                                                                                              • Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

                                                                                                                I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers

                                                                                                              • From Layout to Code: Finding Custom Field IDs in Zoho Projects.

                                                                                                                Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field details

                                                                                                              • Can I create multiple Zoho mail accounts?

                                                                                                                Hey there I've searched the FAQ for this but didn't find the answer I was looking for. I like to have a different e-mail address for personal stuff, for creating account on websites, and for online banking / e-commerce. Is it allowed to create three accounts for one person on Zoho? I already have one personal e-mail address, can I sign up two more times from the homepage? Thanks

                                                                                                              • Employee type and source translation

                                                                                                                In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translated

                                                                                                              • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

                                                                                                                Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my

                                                                                                              • Request for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities

                                                                                                                I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggested

                                                                                                              • Notebook audio recordings disappearing

                                                                                                                I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

                                                                                                              • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

                                                                                                                Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

                                                                                                              • Zoho Desk: Q2 2025 | What's New

                                                                                                                Hello everyone, We are excited to announce Zoho Desk's 2025 Autumn updates. This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience. Spanning from Zia Agents to

                                                                                                              • Checkboxes not adhering to any policy in mail merge - data from CRM

                                                                                                                I want checkboxes to appear depending on whether the checkbox in the CRM module is ticked or not. However, the tickboxes that appear are either ticked or not, but don't correlate to the actual selections in the CRM module. This is is despite updating

                                                                                                              • Items Landed Cost and Profit?

                                                                                                                Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

                                                                                                              • CC and/or BCC users in email templates

                                                                                                                I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

                                                                                                              • Create Contract API Endpoint Unclear "inputfields" Requirements

                                                                                                                Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_name

                                                                                                              • Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

                                                                                                                Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss Handling Notes through Zoho CRM API. What will you learn from this post? Notes in Zoho CRM Working with Notes through Notes APIs 1. Notes in Zoho CRM 1a. Why add Notes to records? Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing. To know more about notes in

                                                                                                              • Marketer's Space - Why email marketing matters in ecommerce (and how to get started with Zoho Campaigns)

                                                                                                                Hello Marketers, Welcome to this week's Marketer's space post. Today, we'll discus why email marketing matters in ecommerce businesses. Running an online store is exciting but challenging. If you're running an online store, you've probably experienced

                                                                                                              • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

                                                                                                                We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

                                                                                                              • Kaizen #121 : Customize List Views using Client Script

                                                                                                                Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

                                                                                                              • Setting default From address when replying to request

                                                                                                                At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

                                                                                                              • Tip #45 - Explore Your Support Reach with Zoho Assist’s Geo Insights - 'Insider Insights'

                                                                                                                Understanding where your remote support sessions are happening can help you make smarter decisions, allocate resources effectively, and improve overall customer satisfaction. In this week's Zoho Assist's community post we will be exploring Geo Insights

                                                                                                              • Formatting of text pasted into Zoho documents

                                                                                                                Howdy, I'm a newbie and finding Zoho an improvement to MS Word. Consider yourself hugged. High on my wish list would be plain text cut-and-paste. When pasting text from the web to Zoho, presently Zoho imports the formatting along with the text. This means that every cut-and-paste operation brings in text in a different font, size, or style. Can we have at least the option of importing plain text without formatting (or better yet, is this option already out there?) ... Thanks Helen

                                                                                                              • Add additional features to Zoho Tables

                                                                                                                Zoho Tables is a really great tool, why not add features like diagramming capability into the tool from applications like Draw.io which I believe is open source, you should be able to do wireframes, process flow diagrams, network design, etc. Please note

                                                                                                              • The Social Wall: August 2025

                                                                                                                Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.

                                                                                                              • The Social Wall: July 2025

                                                                                                                Hello everyone! July has brought some exciting new updates to Zoho Social. From powerful enhancements in the Social Toolkit to new capabilities in the mobile app, we’ve packed this month with features designed to help you level up your social media presence.

                                                                                                              • Use Zoho Creator as a source for merge templates in Zoho Writer

                                                                                                                Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

                                                                                                              • Tagged problem !!!

                                                                                                                Damn it, we're one of dozens of construction companies in Africa, but we can't link purchasing invoices to projects. Why isn't this feature available?

                                                                                                              • Syntax for URLs in HTML Snippets

                                                                                                                What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to

                                                                                                              • The Social Wall: June 2025

                                                                                                                Hello everyone, We’re back with June Zoho Social highlights. This month brought some exciting feature updates—especially within the Social Toolkit—to enhance your social media presence. We engaged with several MSME companies through community meet-ups

                                                                                                              • Tip 7: How to fetch data from another application?

                                                                                                                Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use it

                                                                                                              • The Social Wall: May 2025

                                                                                                                Hey everyone, We're excited to share some powerful updates for the month of May! Let's take a look! Reply to your Instagram and Facebook comments privately through direct messages Are you tired of cluttered comment threads or exposing customer queries

                                                                                                              • Sub-Form Fields as Filters for Reports

                                                                                                                Hi, I would like to use the Sub-Form Fields as Filters in Reports just like we do for Main Page Fields. Thanks Dan

                                                                                                              • Zoho CRM Formula - Current Time minus Date/Time field

                                                                                                                Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:

                                                                                                              • Next Page