Zoho Books | Product Updates | October 2024

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.



To learn more about creating custom workflow triggers, refer to this help documentation.

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






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Zoho CRM Client Script - SetCriteria in lookup Field

                                                                                                            Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,

                                                                                                          • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

                                                                                                            Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your

                                                                                                          • Zoho Reports Duplicating Entries

                                                                                                            I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the

                                                                                                          • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

                                                                                                            As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated

                                                                                                          • Notes Issues

                                                                                                            Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed

                                                                                                          • Export from Contacts module to Products module in Zoho CRM

                                                                                                            Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want

                                                                                                          • Can’t receive emailI c

                                                                                                            I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me

                                                                                                          • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

                                                                                                            Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”

                                                                                                          • Client Script - Updating Field Value in Detail Page of a Lead

                                                                                                            Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":

                                                                                                          • Auto shapes in Zoho sheet.

                                                                                                            Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?

                                                                                                          • How to get the call recording external ID via desk API

                                                                                                            I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

                                                                                                          • Can't View Project Names in Mobile App

                                                                                                            I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,

                                                                                                          • Notebook

                                                                                                            I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.

                                                                                                          • Domain Mapping & Image Publishing Issues on Zoho Sites

                                                                                                            Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue

                                                                                                          • Prevent duplicate with custom fields?

                                                                                                            I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no

                                                                                                          • Generate leads from instagram

                                                                                                            hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

                                                                                                          • Where is the desktop app for Zoho Projects???

                                                                                                            As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

                                                                                                          • How to Automate Monthly PDF Reports with Filters in Zoho Creator

                                                                                                            Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields

                                                                                                          • Feedback: Streamlining Note Management in Zoho Notebook

                                                                                                            Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and

                                                                                                          • showing Limit exceeded

                                                                                                            Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on

                                                                                                          • Upload API

                                                                                                            I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

                                                                                                          • Losing description after merging tickets

                                                                                                            Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

                                                                                                          • update linked contacts when update happens in account

                                                                                                            Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

                                                                                                          • Problem Management Module

                                                                                                            I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

                                                                                                          • Unable to explore desk.zoho.com

                                                                                                            Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different

                                                                                                          • Offline support for mobile app

                                                                                                            Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

                                                                                                          • Zoho Desk KB article embedded on another site.

                                                                                                            We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

                                                                                                          • List of packaged components and if they are upgradable

                                                                                                            Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

                                                                                                          • Does Attari Messaging app have Bot option and APIB

                                                                                                            Hi, Does Attari also have Bot and API as we use in WhatsApp??

                                                                                                          • How to add application logo

                                                                                                            I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

                                                                                                          • Zoho Analytics Regex Support

                                                                                                            When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

                                                                                                          • Change of Blog Author

                                                                                                            Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

                                                                                                          • how to differentiate if whatsapp comes from certain landing page?

                                                                                                            I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

                                                                                                          • How to record company set up fees?

                                                                                                            Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

                                                                                                          • Show Payment terms in Estimates

                                                                                                            Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

                                                                                                          • When dispatched to crew, assigning lead missing

                                                                                                            Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

                                                                                                          • I want to transfer the project created in this account to another account

                                                                                                            Dear Sir I want to transfer the project created in one account to another account

                                                                                                          • Custom Bulk Select Button

                                                                                                            Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

                                                                                                          • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

                                                                                                            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

                                                                                                          • BUG - Google Business Buttons - Add a button to GBP Post

                                                                                                            I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

                                                                                                          • Next Page