Zoho Books | Product Updates | October 2024
Hello users,
We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting experience.
Introducing Zoho Payments for Zoho Books
Zoho Payments, our unified online payment solution, can be configured in Zoho Books to collect payments seamlessly from your customers. You can collect payments securely using multiple payment methods and get payouts daily, ensuring smoother transactions for your business and customers. Zoho Payments is available in India and on early access in the US. Learn more here
Associate an Applicable Period for TDS Taxes [India Edition]
The Income Tax Department of India regularly updates TDS rates. To manage these changes, you can set an End Date for the existing TDS rates as updated by the government. Once this applicable period expires, you won't be able to associate the TDS rates in transactions. You can create new TDS rates instead. This way, you can update the rates as mandated by the government.
To set an applicable period for the TDS rates, go to Invoices. Select an invoice, scroll down to the total section and select TDS. Click the Select a Tax dropdown and click Manage TDS. You can then select the tax rate that you want to edit, enter the required details, and click Save.
Minimized View for Web Tabs
We’ve introduced a minimized view for Web Tabs. You can now access other modules while keeping track of your web tab simultaneously.
To minimize a web tab, go to Web Tabs. Select a web tab and click the Minimize icon.
Assign a Company ID to your Customers and Vendors [Global Edition]
We’ve introduced a new field, Company ID, in the customer and vendor modules. You can now enter a company’s unique identification number when creating a new customer or vendor.
For example, the SIREN is a unique 9-digit number that identifies a business or organization in France. You can add the SIREN number as a Company ID when you create a customer or vendor with a SIREN ID.
Integrate your Zoho Books Organization with Envia
By integrating your Zoho Books organization with Envia you can streamline your shipping operations. You can generate shipping labels, view real-time shipping rates, track orders, manage stock levels, generate comprehensive reports, automate repetitive tasks and much more.
Note: This integration is only available for organizations that have the Zoho Inventory Addon enabled.
Search Manual Journals by Customer or Vendors
You can now perform advanced searches in manual journals with Customer or Vendor Name. Additionally, you can create custom views with Customer or Vendor Name.
To search and filter manual journals based on a specific customer or vendor, click the Search icon. Select Advanced Search from the dropdown. In the pop-up that appears, select Journals in the Search field and select a Customer Name and Vendor Name.
Customize Workflow Triggers
You can now automate workflows in other applications based on events or actions that occur in your Zoho Books organization. This feature allows you to create personalized workflows ensuring that the configured actions happen promptly based on the triggers you set.
For example, you can set up a trigger in Zoho Books that automatically creates a lead in your CRM when an invoice is generated.
Additionally, you can now export your workflow logs in CSV or XLSX format.
Other Feature Enhancements
- You can now associate TDS with transactions at the line-item level [India Edition]
- You can now filter the Activity Logs and Audit Trail report with base currency adjustment and opening balances.
- The AR Aging Summary and AR Aging Details reports now include support for advanced filters, exporting the current view, and grouping the report by invoices, credit notes, and journals.
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 byte-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
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
Madhumitha M
zahratalwadico
terry
Ryan
Filipa
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
Per Level Approval for admins
We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have optionPayment on a past due balance
Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be usedHow to export all line-item descriptions for a specific item in Zoho Books?
I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptionsList of hidden features
Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if thereHow to change a BAS that has been filed
I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS haveHow to Export PDF with a custom Template
I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDFAssociate email with a potential or project.
I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no. If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.Function with Search Records was working until a few weeks ago, around when "Connected Records" was released
I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changedIs CRM On Premise available
Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, DevashishHow to sync from Zoho Projects into an existing Sprint in Zoho Sprints?
Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make thatOnline Assessment or any aptitude test
This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,Editing the Ticket Properties column
This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of thisIncoming Threads Report
From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads canConditional layouts - support for multi-select picklists
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick listSamsung Keyboard Issues with Notebook
Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and someHow to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user hasCloudflare Turnstile is now available in Zoho Forms!
Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,Power of Automation :: Unique Task & Issue Prefix Format and Sequencing Rule
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate【Zoho CRM】キャンバス機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、キャンバス機能のアップデートをご紹介します。 目次 グリッドについて フォーム表示のタブについて 1. グリッドについて ビジュアルデザインは細部の調整に手間がかかりますが、キャンバスのグリッドを使えば要素を整理し、バランスよく配置できます。 画像やデータなどの要素をグループ化せずに簡単に配置できます。 余白を調整することで、要素間の視覚的なバランスを保つのに役立ちます。 「表示切り替え基準の幅」を設定すると、デザインをレスポンシブに調整できます。Deleting unwanted ticket replies
Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)Issue: Ticket Export Does Not Include Ticket Threads
Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summaryAbility to Set Client Name During Portal Invitation
Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creatingスマホでキャンペンメールを見ると正しく表示されない
キャンペーンのメール（HTML）を作成しましたが、スマホ表示に切り替えると正しく表示されません（添付参照）過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか？136.143.188.51 blocked by spamcop
Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.Zoho Calendar Integrated Into CRM?
I've searched around the forums but couldn't find anything addressing this . . . Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM? The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? ThanksCan I Create Different Page Layouts Based on a Specified Module Pick List Field
I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, sameScheduling Tasks in Relation to Project End Date
I use Zoho project to help manage tasks that relate to a number of specific business events that take place. I would like to be able to have my project end date be the date of the event and then work "back" from that date to say... Add a task 2 weeks before the project end date to remind me to XYZ. Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?Notes of Tasks in Zoho CRM
Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understandPassing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenHow to next stage blueprint in Zoho Creator
Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i wantFeature Request: Email Follow-Up Sequences Similar to Zoho CRM
I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (forDuplicated Notebooks
Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I loseCurrency limitation when integrating Zoho CRM & Zoho Books
Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background · Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. · We sellMulti-select Lookup does not have Advanced filter options in CRM
With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filterExperience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view andKaizen #157: Flyouts in Client Script
Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client ScriptAdmin Control Over Profile Picture Visibility in Zoho One
Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile PicturePublished Course Not Reflecting In Hub
Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missingUnlock Locked Users via Zoho One Mobile App
Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to whatTip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'
We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directlyNext Page