Last month, we came up with a number of updates to enhance your online accounting experience. Now let's take a look at all the new updates that Zoho Books has to offer this month.
You can now choose the templates to be associated with an invoice from the side pane which is in a gallery layout. Just hover over the template you wish to choose. We have also provided a search bar so that you can easily find your desired template.
You can view your profit and loss account based on income and expense along with stock details such as opening stock, closing stock, and purchases. This report categorizes your income and expenses and gives a clear picture of the company's performance.
We have introduced the Total Taxable Amount field in the predefined templates for invoices and credit notes. You can also show, hide, and edit the label name under the Total section in the predefined template's edit page. As of now, this feature is not available in the Spreadsheet Plus and Retail templates.
To display the total taxable amount: Go to Settings, then Templates. Select the desired template, click Total, and mark the Total Taxable Amount box.
We have introduced Debit and Credit columns. These new columns will hold only the debit total value and credit total value of the specified report period respectively.
To see the debit and credit values: Go to Reports, then Trial Balance.
If you add item images at the time of creating items, you can now view the item images in each line item while creating purchase orders, bills, recurring bills, and vendor credits in Zoho Books. You can click an item image to preview it.
To see line item images: Go to the desired module and click + New, then Add Items.
If you are an ICICI Bank current account user, and you have integrated your ICICI Bank account with Zoho Books, then you can check your account balance right from the Banking module in Zoho Books. As of now, this option is visible only for ICICI Bank accounts for which you've enabled direct feeds.
To check your balance: Go to Banking > ICICI Bank Account > Check account balance.
The Zoho Books Team