Zoho Books | Product Updates | March 2025
Hello users,
We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these updates and stay tuned for more.
Create Workflow Rules for Manual Journals
You can now create workflow rules for manual journals and trigger workflow actions such as Email Alerts, In-app Notifications, Filed Updates, Webhooks, and custom functions.
Map Additional Fields in the DATEV Export File [Global, Germany Edition]
Your DATEV export file includes 'Zusatzinformation' (Additional Information) fields, which remain empty unless mapped to fields in your Zoho Books organization. You can create custom fields or map default ones to the Zusatzinformation fields. Once mapped, the field name will appear in the Zusatzinformation - Art n column, and its value in the Zusatzinformation - Inhalt n column of your DATEV file.
Clone Delivery Challans [India Edition]
You can now clone delivery challans.
To clone a delivery challan, go to Delivery Challans, select a challan, click the More icon, and select Clone from the dropdown.
Revenue Accounts Mapping [Germany Edition]
With Revenue Accounts Mapping in Settings, you can track revenue in Zoho Books by linking manually created accounts used for turnover tracking. When selecting an item in the Item Table of a transaction, the appropriate account is automatically chosen (e.g., "Revenue 19% VAT" for items with a 19% tax rate). Once configured, sales transactions will use the mapped accounts automatically. New users will have accounts pre-populated, while existing users will need to manually create and link accounts.
To enable Revenue Accounts Mapping, go to Settings > Preferences > Accountant. Enable the Map revenue accounts to track based on VAT rates, regions, and product types option under Revenue Accounts Mapping.
Pin Columns
You can now pin up to two columns to the left of a module's list page. The pinned columns stay fixed while scrolling horizontally, making it easier to compare values with other columns.
To pin columns, go to any module, click the Customize Columns icon, hover over the fields, click the Pin icon and then click Save.
Multi-Factor Authentication (MFA) for Customer and Vendor Portals
We’re enhancing security with Multi-Factor Authentication (MFA) for both Customer and Vendor Portals. MFA adds an extra layer of protection by requiring a Time-Based One-Time Password (TOTP) in addition to the login credentials.
Admins can enable MFA in the Customer Portal settings, making it mandatory for customers and vendors to configure it via an authenticator app. After setup, users must enter a TOTP code to log in. Admins can reset MFA if needed.
Note that users who have set up MFA must still enter the TOTP even if the feature is later disabled, and should contact admins for MFA resets if they lose access to their authenticator app.
To enable multi-factor authentication for your customers and vendors, go to Settings > Preferences > Customer Portal. Check the Enable multi-factor authentication (MFA) option.
Other Feature Enhancements
- We now support Total Cost and Profit columns in the Product Sales Report. You can customize an existing report to include these additional columns.
- While exporting reports, you now have the option to Enter export file name, Display column headers in each page of the PDF and to Display report data in separate pages based on the Group By field.
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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