Zoho Books | Product updates | November 2025
Hello users,
We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience.
Making Tax Digital for Income Tax [UK Edition]
Zoho Books now supports Making Tax Digital for Income Tax for sole traders. This feature is part of the government initiative that requires self-employed individuals with qualifying income to maintain digital records and report business income and expenses every three months, instead of filing a single annual return.
Using Zoho Books, you can record your income and expenses digitally and connect your organization directly to HMRC. Once connected, Zoho Books displays your submission obligations and quarterly deadlines so you always know when an update is due.
Transaction Locking Restrictions
We have introduced new restrictions to Transaction Locking. If you attempt to lock an accounting period that contains transactions with negative stock, Zoho Books will prevent you from locking it. Additionally, if a sales transaction falls within the lock period but its related purchase transaction that provides the stock is dated after the lock period, Zoho Books will restrict locking. Partial unlocking is also disabled for organisations that have inventory-tracking enabled items. Furthermore, if sales transactions are already locked, Zoho Books will not allow unlocking of the corresponding purchase transactions.
Translate Email Notification Templates
We have introduced Email Notification Template Translations. You can now manage all translations within a single email template. You can configure the preferred languages your customers or users may use under Organization Profile, and also set a preferred language for each customer on their creation page.
If a translation exists for that language, the email content will automatically load in the corresponding translated version when you send an email to the customer. You can also view and switch between available translations while sending emails. For automated workflows, emails will be sent directly in the customer’s language. If a translation is missing for a specific customer language, the system will display a warning before sending.
To configure a list of languages that your customers or users might prefer, go to Settings > Organization Settings > Organization > Profile > Click the dropdown next to Communication Languages > Select the languages that you prefer > Click Save.
To set a preferred language for a customer, go to Sales > Customers, then create or edit a customer. Enter the necessary details, click the dropdown next to Customer Language, select the preferred language, and click Save.
Record Partial Payments for Retainer Invoices [UK Edition]
Zoho Books now supports Partial Payments for Retainer Invoices. You can record partial payments against retainer invoices, and the status will automatically update to Partially Paid until the full amount is settled. All payments received for a retainer invoice can be viewed from the invoice details page, where you can modify payment amounts, issue refunds, or delete payments. You can also filter your Partially Paid Retainer Invoices on the list page of the Retainer Invoices module. Additionally, we have added the option to search for Partially Paid invoices in advanced search.
Generate QR Code for Profit Margin Scheme Transactions [Saudi Arabia Edition]
In accordance with ZATCA guidelines, a QR code will now be generated for Profit Margin Scheme transactions that fall under Phase 1 of E-Invoicing. As required by the regulation, the VAT amount will not be included in the QR code.
Sales Receipt Support in the Customer Portal
We’ve added support for the Sales Receipt module in the Customer Portal. Your customers now view both the list and detail pages of the sales receiptsin their portal. They can also forward, download, view attachments, print, and bulk download PDFs.
To enable Sales Receipts in the Customer Portal, go to Settings > Module Settings > Customer Portal > General > Check the option Display Sales Receipts in the portal > click Save.
Zoho Inventory Add-On Updates
Introducing Simple Approval for Purchase Receives
We’ve introduced Simple Approval for Purchase Receives. Users with approval permissions can submit, approve, reject, or update the status of a Purchase Receive from both the creation and details pages. Users without approval permissions can only submit the transaction for approval. Once approved, users with create access can mark the Purchase Receive as In Transit or Received.
Enhancements to Custom Field Value Inheritance
You can also inherit custom field values in Packages (from Sales Orders), Shipments (from Packages), Sales Returns (from Sales Orders), Purchase Receives (from Purchase Orders), and Credit Notes (from Sales Returns).
Enhancements to Custom Buttons and Related Lists
We now support custom buttons and related lists for Transfer Orders, Purchase Receives, and Sales Returns.
Enhancements to Putaway and Move Orders
Comments & history is now supported in Putaway, and you can also create custom views for both Move Orders and Putaway. Additionally, you can filter transactions by Move Orders and Putaway on the item’s details page under the Transactions tab.
Other Feature Enhancements
- Now, you can track inventory for items that are either sales-only or purchase-only. Sales-only inventory-tracked items will not appear in purchase transactions, and purchase-only inventory-tracked items will not appear in sales transactions
- We now support exporting the current view in the Timesheet module.
- Validation rules can now be configured for Manual Journals.
- You can now customize the names for PDFs in custom modules using supported placeholders, along with optional prefixes or suffixes.
- We’ve introduced bulk update support for Vendor Credits. You can now select up to 25 vendor credits from the list view and update fields such as Branch, Order Number, Date, and Notes in a single action.
- You can now attach the e-Way bill PDFs when you send invoices or credit notes via email.
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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