What's new this March 2020 in Zoho Books
We've been making continuous efforts to enrich your accounting experience by paying attention to the details in Zoho Books. As a result, we have a lot of new enhancements in store for you this March.
From releasing the long-awaited auto-forwarding of bank statements for all the editions of Zoho Books to launching a search tool for the folders in your documents, read up to know all the enhancements we've worked upon in the previous month.
Auto Forwarding Bank Statements is Now Available for All Editions
You can now auto-forward your bank statements from your email directly to all editions of your Zoho Books organisation. These bank statements will be stored in the dedicated inbox for bank statements in the Documents tab.
To do this: Go to Documents > Inboxes > Bank Statements.
More Supported formats for Auto Forwarding your Bank Statements
In addition to the PDF format, you can now also import statements that are the following formats: CSV, TSV, XLS, OFX, QIF, CAMT.053 for India, Bahrain, UAE and Saudi Arabia.
For other all the other editions, you can only import statements that are the following formats: CSV, TSV, OFX, XLS, QIF, CAMT.053.
Received Payment Option for Invoices
If you have already received the payment for your invoice, you record the payment mode and select the account to which the payment will be recorded all while creating a new invoice.
Note: To enable the option, you should first check if your user role has the permission to receive payment for invoices.
To do this: Go to Sales > Invoice and create a new Invoice.
Manage Additional GSTINs for your Customers (Indian Edition)
For businesses that are operating in different locations, it is mandatory for them to obtain a separate GSTIN (Goods and Services Tax Identification Number) for each location.
In Zoho Books, you will be able to associate the additional GSTIN with a new address you’ve added for your customer and track the taxes in your transactions accordingly. Learn more.
Search your Folders in Documents
Businesses deal with a substantial amount of documents on the daily, each classified based upon their category in the form of folders. Scrolling through the list of folders just to find your file is quite an extra hassle.
In Zoho Books, you can now just search for them and narrow down your search, instead.
To do this: Go to Documents in the top right corner.
List Page for All Scheduled Reports
Keep track and view the details of all the reports you've scheduled in our dedicated Scheduled Reports page. It details the frequency of your scheduled reports, the user who scheduled the report, the email recipients, the status for your scheduled report, the date when your next report is due and the file format of your choice for the scheduled report.
To do this: Go to Reports and click Scheduled Reports in the top right corner.
Accountants can now approve GST Returns (Indian Edition)
The Accountant role is a default role in Zoho Books for the accountants who take care of your organization's tax filing and compliance.
Users who have been invited as Accountants in Zoho Books can now approve GST returns from Zoho Books. As you cannot undo a GST filing, this ensures that your GST returns are verfied by your accountant before they are filed to the GSTN.
User Permissions to Submit VAT Returns and More (UK Edition)
You can now create new roles or edit existing user roles to submit VAT returns for your organization.
We're always looking for your suggestions to help to serve you better. So, if you have a feature request, feel free to share them here.
If you require any assistance, you can write to us at support@zohobooks.com and we'll get back to you. Stay tuned for more updates from Zoho Books.
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
Ramu Angappan
chris
abdulmanan
OCTFIS TECHNO
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
Multiple email addresses
Multiple email addresses: I understand there is the ability to add an additional email field to a contact, but the functionality here needs to be drastically revised. Currently, this second email address does not log under the contact email history, nor is it available as a send address when using the Send Mail button within CRM. We recently migrated from GoldMine. I hate GoldMine, but there is one thing they did well: Email. I suggest copying them. Change the email field to an editable picklist,ViewID and Zoho Desk API
I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the viewAbility to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects
Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside ZohoPrint Tickets
We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.Zoho Desk integration with Power BI
Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks JackAbility to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordinationAbility to Choose Task List and Add Subtasks When Creating Tasks from Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to seamlessly connect customer tickets with project tasks. While the integration works great overall, we noticed two important limitations that affect our workflowSync Task Status from Zoho Projects to Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is notDefault/Private Departments in Zoho Desk
1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?Zoho CRM IP Addresses to Whitelist
We were told to whitelist IP addresses from Zoho CRM. (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated? Everything I could find is overColor of Text Box Changes
Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," andThe difference between Zoho Marketing Automation and Zoho Campaigns
Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?How to use Rollup Summary in a Formula Field?
I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possibleZoho Mail Android app update - View emails shared via Permalink on the app.
Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobileLet us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing forHow to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.Introducing Record Summary: smarter insights at your fingertips
Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through theZoho Bookings changes Lead Source
Hi. i would like to know if there's a way for Zoho Bookings to not change the lead source when booking a lead for an appointment as the lead source will be used in a report. Scenario: Lead source: Website after booking an appointment Lead source: Zoho Bookings Thanks. DanDelegates should be able to delete expenses
I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, andFunction #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: HitKaizen #8 - Handling Recurrence and Participants in the Events Module via API
Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM. An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.Marketer’s Space - Get Holiday-Ready with Zoho Campaigns
Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at howPersonalized demo
can I know more about the personalized demo we are construction company andCan I collect email addresses in a form??
Can I add new subscribers to my email list (hosted in FloDesk) when they check a box and add their email address on a Zoho form?Zoho CRM Android app updates: Kiosk and multiple file upload support for subforms
Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRMAlerts for mentions in comments
We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?OAuth integration issues
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'Zoho Mail Android app update: Manage folders
Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POPvalidation rules doesn't work in Blueprint when it is validated using function?
I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validationGet Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)
Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But settingRevenue Deferrals
Does ZOHO books and subscriptions handle Revenue Deferrals?Can I make a website open inside Zoho whenever I log in?
Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho wheneverKaizen #214 - Workflow APIs - Part 2
Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.Zoho CRM Community Digest - September P1 | 2025
Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen theirUpload my theme.
Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?Product Updates in Zoho Workplace applications | September 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simplyVehicle Tracking
we have GPS devices that installed on our vehicles, and we would like to know if it's possible to get vehicle live location data from the GPS device To Zoho Creator App. Thank You🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre
Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues
am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warningNotification received when self-assigning tickets
When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regardNext Page