Zoho Books | Product updates | April 2026
Hello users,
Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly options. Read on to explore everything that’s new.
Profit Margin for Sales Transactions
We’re excited to introduce the Profit Margin for sales transactions, which provides real-time visibility into estimated gross profit while creating or editing transactions. The margin is calculated by considering the selling price, discount, and cost of the item or service, helping you make better pricing decisions and avoid low or negative margins. This feature is available in Quotes, Sales Orders, and Invoices. Profit margins are also available in receivable reports and supported in both import and export, with automatic calculation based on the provided cost.
To enable Profit margin for sales transactions, go to Settings > Setup & Configuration > General > Check the Enable Profit Margin estimation for a specific line item or transaction option.
Reconcile e-Invoices in GSTR-1 [India Edition]
If you are an e-Invoice-eligible business, the data pushed by IRP is auto-populated directly to GSTR-1. Pushing the same data again from Zoho Books could create duplicates or overrides on the GST portal. With the new Reconcile e-Invoices tab in GSTR-1, you can now pull e-Invoice data from GSTN, auto-match it with your Zoho Books data, review partial matches, and push only unmatched transactions.
Record Deposits from Undeposited Funds
We’ve enhanced the way you record deposits from the Undeposited Funds account to make the process faster and more accurate. Previously, you had to manually calculate the total amount and create a separate deposit entry. Now, you can simply select the individual payments in Undeposited Funds and record a deposit directly to your bank account. You can then match the deposit with the bank statement. The payment will also be recorded in the Payments Received module.
To record a deposit from the Undeposited Funds account, go to Banking > select a bank account > Record Deposit.
Apply Multi-level discount to Transactions [US & Canada Editions]
You can now apply discounts to transactions at line-item and transaction level simultaneously.
Note: This feature is available only in the Elite and Ultimate plans of Zoho Books.To enable the multi-level discount for transactions, go to Settings> Setup & Configurations > General > Do you give discounts? > Select the option At Line Item Level and at Transaction Level > Click Save.
Associate Retainer Invoices to Final Invoices [Mexico Edition]
You can now associate retainer invoices to their corresponding final invoices, ensuring compliance with SAT requirements.
Insights in Reports
We’re are introducing Insights in Reports, a new capability that provides quick, descriptive analysis of your business data. You can use Insights to better understand trends and patterns directly within your reports. Powered by Zia Insights, this feature generates data-driven summaries to help you interpret report data more effectively. Insights are supported only with chart view enabled reports and are available in the Premium and above plans of Zoho Books.
Note: This feature is available only if the organization language is set to English, Spanish, or French.
To view Insights in reports, go to Reports > select a report > Insights.
Enhancements to Self Invoice Summary Report [India Edition]
We have introduced a Branch/Location column in the report. You can also filter the report using additional filters such as Self Invoice Number, Vendor Name, Transaction Number, and Branch/Location. The report now supports export in multiple formats, including PDF, XLSX, XLS, and CSV.
Zoho Inventory Add-On Updates
Quick Assembly for Composite Items
We’ve introduced the Quick Assembly option for raw material composite items that are used as components of other composite items. If a required component is out of stock while assembling a parent item, you can now instantly assemble it from the same page, ensuring a seamless and uninterrupted assembly process.
Receive History By Item Report
We have introduced the Receive History By Item Report, which provides a comprehensive overview of all purchase receives within a selected date range. You can customize columns, apply advanced filters, group data at multiple levels, export the report, and schedule it.
Dimensions and Weight Support in Packages
You can now add dimensions and weight directly while creating packages. Dimensions and weight are also supported in package templates such as Standard and Business Letter.
Enhancement to Inventory Valuation Summary Report
A new column has been added to the Inventory Valuation Summary Report to display the inventory valuation method for each item. You can now view, filter, and sort items based on their valuation method (such as WAC or FIFO), providing better visibility into how your inventory is valued.
Bin Support in Transfer Order and Bills PDF
Bin location details are now supported in Transfer Order and Bills PDF templates.
Attach Documents in Move Orders and Putaways
You can now attach up to 10 documents to move orders and putaways.
Generate Barcodes in the Invoice Details Page
You can now generate barcodes for items directly within invoices.
Shipment Sync in Sales Channel Integrations
We’ve updated the shipment synchronization process. Each fulfillment from the sales channel is now created as a separate package and shipment, enabling accurate tracking of both partial and complete fulfillments along with carrier and tracking details.
Other Feature Enhancements
- You can now write off invoices in bulk from the Unpaid, Open, Partially Paid, Late Fee, and Custom View filters. [India Edition]
- You can now use base currency line item fields such as BCY Rate, BCY Tax Amount, and BCY Amount in Standard, Spreadsheet, and Custom templates to display both foreign and base currency values in your Invoice and Credit Note templates. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, and Kuwait Editions]
- We have introduced Text Block in financial Reports, a customizable text section to include contextual notes and structured data with visual formatting in your reports.
- Date range filter is now supported in custom reports.
- MPN (Manufacturer Part Number) is now available as a column in the list view of the Items module.
- Customer and Vendor credits can now be applied across multiple Locations.
- You can now edit the total quantity of raw materials directly in the Assemblies module.
- WhatsApp notifications are now supported in Custom Modules.
- You can now set e-invoice attachment preferences at the customer level, allowing you to choose formats like ZUGFeRD or XRechnung for each customer. [Germany Edition]
- You can now import TDS challans directly into Zoho Books. [India Edition]
- You can now view activity logs in the Projects module through a dedicated Activity Logs tab.
- You can now set zero as the cost price in Quantity Adjustments.
- You can now view the cost price for negative inventory adjustments directly in the Inventory Adjustment details page.
We hope you like the new features and enhancements in Zoho Books! Take some time to explore the latest updates. We'll be back next month with even more updates, as we continually strive to elevate your accounting experience.
You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you need any assistance, feel free to reach out at support@zohobooks.com.
Best regards,
The Zoho Books Team
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