What's New in Zoho Books - November 2020
Hi users, Cheers to overcoming another month in this pandemic together! As always, we are here with yet another set of updates to simplify accounting for you. e-Invoicing (India) Push your invoices, debit note or credit note to the IRP (Invoice RegistrationWhat's New in Zoho Books - September 2020
Hello everyone! Here at Zoho Books, we're always working to build new features and enhance our existing ones for you. This month is no exception. Let's look at what's new this September 2020. Use business performance ratios to track organizational progress Monitor your organization's financial health with business performance ratios. These metrics help you understand the financial results of your business so you can stay on top of your cash flow. You can view: Current Ratio: The comparison of yourWhat's New This June 2020 in Zoho Books
We are back again with a set of new features and enhancements lined up for you this month. From introducing the ability to lock individual modules during the end of an accounting period to adding a wide range of enhancements for reports, read on to knowWhat's New in Zoho Books - August 2020
Hello, everyone, At Zoho Books, we're always trying to simplify your accounting and provide you a hassle-free experience while you manage your finances. Here's a quick round-up of the updates we've made to Zoho Books in the last month: New reports: Reconciliation status report Get a detailed report of your reconciliation in the Banking section of the Reports module. You can view the reconciliation summary and statement lines, filter for matched, unmatched or categorized transactions, and export eachWhat's New this July 2020 - Zoho Books
We are back with another set of updates to enhance your accounting experience. Let's take a look at the updates for the month of July. Update tool to accommodate the 15% VAT hike in KSA (Saudi Arabia Edition) The government of the Kingdom of Saudi Arabia has announced a raise in the VAT rates from 5% to 15%. To help you stay compliant with the revised VAT rates, Zoho Books has come up with an update tool. You can change the VAT rates of your items, recurring bills, recurring invoices, and recurringWhat's new this February 2020 in Zoho Books.
Integrate Uber with Zoho Books (India) Keeping track of your employees' Uber rides could be quite a task. With the Zoho Books and Uber for Business integration, it doesn't have to be. Choose a Bill to Company model in Uber, and pay for all your employees rides on a monthly basis. To start integrating: Go to Zoho Books > Settings > Integrations > Uber for Business Once you've set up the integration, Zoho Books will generate a unique email address. Copy the email address and paste it in your Uber forWhat's New in Zoho Books - April 2020
Hello, everyone! First off, we hope you're all staying safe during this time. The COVID-19 pandemic has impacted all businesses, both small and large. At Zoho, we've been working remotely to ensure your business doesn't face any technical setbacks during these hard times. Our teams have been tirelessly working on providing technical assistance whenever required and making the necessary enhancements to the application. Here are some of the significant enhancements we've made while working remotelyWhat's new this March 2020 in Zoho Books
We've been making continuous efforts to enrich your accounting experience by paying attention to the details in Zoho Books. As a result, we have a lot of new enhancements in store for you this March. From releasing the long-awaited auto-forwarding of bank statements for all the editions of Zoho Books to launching a search tool for the folders in your documents, read up to know all the enhancements we've worked upon in the previous month. Auto Forwarding Bank Statements is Now Available for All EditionsZoho Books in 2019: The Year That Was
Hello everyone, It has been a busy year here for all of us here at Zoho Books. We've launched new editions, rolled out our new logo, released 250+ features and enhancements to the product, and we're still working on more for the coming year. Our Android and iOS apps have also had multiple enhancements to ensure that we've got you covered while you're on the go! As we bid adieu to 2019, we would like to reflect on everything our team has done this year. We've compiled a bunch of our key updates inWhat's New in Zoho Books this December '19
Hello, With just a month left to bid farewell to an eventful and productive year, we are back with new updates and integrations for Zoho Books. Let's take a look at what Zoho Books has to offer this month. Zoho Books - Zoho Sign Integration We're excited to announce the Zoho Sign's integration with Zoho Books. It helps the users from your organization to sign invoices and estimates before sending them across to customers. Similarly, your customers can sign the estimates in the Client Portals to acceptWhat's New this November 2019 in Zoho Books?
Hello, users! Last month, we came up with a number of updates to enhance your online accounting experience. Now let's take a look at all the new updates that Zoho Books has to offer this month. View template in a gallery pane You can now choose the templates to be associated with an invoice from the side pane which is in a gallery layout. Just hover over the template you wish to choose. We have also provided a search bar so that you can easily find your desired template. To associate a template:What's new this October 2019 in Zoho Books?
Hello, everyone, Last month, we worked on multiple updates and enhancements to make Zoho Books finer. Read on to check out if we've added a feature that might make accounting easier for you. Plan and track your spending with Budgets A long-awaited feature--budgeting, is finally here. Preparing a plan of action for how you will be dealing with money in your organization can be quite demanding. It involves checking the previous years' performance, calculating how much it has grown, setting limits onWhat's New in Zoho Books - September 2019
We've kickstarted September with a fresh set of feature roll-outs and enhancements. Let's take a look at all the new updates that Zoho Books has to offer for this month. Filter Transactions and Update Accounts If you had associated multiple transactionsWhat's New this July 2019 in Zoho Books?
Hello everyone, We're back with a set of new updates that we've released for Zoho Books. This month, we've focused on new reports and a lot of requested enhancements to make accounting easier for you. Read on to know more. Introducing New Reports: Daybook, Account Type and Account Transactions Report Account Type Summary Classifies and lists all accounts and their values based on the account type. You will be able to view their debit and credit values along with the opening and closing balance ofWhat's New this August 2019 in Zoho Books?
Hello, user, We are back with another set of updates to take your accounting experience to the next level. Let's take a look at the updates for the month of August. Individual and Business Customers - Zoho CRM Integration Differentiate between B2B and B2C customers by marking them as Individual or Business customers. All customers synced with the Accounts of Zoho CRM will be marked as Business customers and all customers synced with the Contacts of Zoho CRM will be marked as Individual customers.What's New in Zoho Books this June '19
Hello users, May seems to have gone by in the blink of an eye! And here we are again, excited to serve you a fresh set of features and enhancements in Zoho Books. Ready to savour some new updates? Position Billing & Shipping Addresses in Invoices Adjust the position of the billing and shipping addresses in your customers' invoices. This will be helpful when you are sending them a hard copy of the invoice and are trying to position the addresses correctly in the window of the envelope. You'll be ableWhat's New in Zoho Books this May '19
We're back this month with a set of new features and enhancements lined up for you. We are always looking for ways to provide you with the best accounting experience. So without further ado, let's dive in and take a look at the features and updates we've worked on in the past month. Set Validation Rules for Estimates You can now set certain restrictions for the values allowed for different fields in an estimate. Just choose the field for which you want to set the restriction, select the requiredWhat's New in Zoho Books this April '19
Hello users, March was an exciting month for us. We've released a wide new range of features to make business processes smooth for our customers. Let's dive right into them! Templates Gallery The templates in Zoho Books have been categorized based on their use and functionality. All the existing templates have been categorized into the Standard, Spreadsheet, Premium, Universal and Retail templates. To view these categories of templates: Go to Settings > Templates, select a module and click + New toZoho Books - The Journey Through 2018
Hello Everyone, It's been a busy, fantastic year at Zoho Books! We've worked all year round on new features and improvements to make your accounting easier--one leap at a time. Here's an overview of Zoho Books' journey through 2018, for those of you who may have missed any of our monthly What's New posts. We've got something for our regular readers too, as the December section covers the latest features that were added to Zoho Books. So without further ado, here's a rundown of our major releasesWhat's New this March 2019 in Zoho Books?
Hello everyone, February was gone in a glimpse but we've released numerous features and made multiple enhancements to make accounting easier for you. Noticed something new each time you logged in? Well, here's all about them: Add items in bulk and save time When customers make a huge purchase, adding items individually to your invoice can take a while. You can now add multiple items (up to 50) and even select their quantities in one go. This is applicable for all sales and purchase transactions andWhat's New this February 2019 in Zoho Books?
Hello Everyone, We're pleased to let you know that we've set off 2019 with some exciting feature updates and enhancements. So here's a sneak peek to some significant updates we rolled out this January. MTD VAT Pilot (United Kingdom) HMRC now allows all businesses to sign up for the MTD VAT Pilot and to file your returns online. Sign up for the pilot in Zoho Books by clicking Join MTD VAT Pilot on your Dashboard. The HMRC also recognizes Zoho Books as a VAT Compatible software so, all you have toWhat's New in Zoho Books - December 2018
Hello everyone, This year is almost at a close and we're still churning out updates here at Zoho Books. This month, we're bringing you updates varying from customizable notifications to enhanced reports. Let's dive in! Create Your Own In-app Notifications Customizable and convenient--the new in-app notifications are meant to save you time and keep you informed. These notifications can be triggered by setting up workflow rules and are sent to the Zoho Books mobile app as well. Customize Your VendorWhat's New this November 2018 in Zoho Books?
Hello Everyone, Each month, Zoho Books works towards building better products for its customers. Like always, we have a bunch of new updates rolled out this month. Read on to know what's new! Enhanced Zoho Books - Zoho Projects Integration Zoho Books - Zoho Projects integration has been enhanced to allow all your data in Zoho Projects to sync with those in Zoho Books. You can set your sync preferences and view the status of your data on a new dashboard. The integration also lets you create transactionsWhat's New this October 2018 in Zoho Books?
Hello Everyone, We've brought in some interesting new features and made a few enhancements this October to Zoho Books. Read on to know what's new! Approval for Timesheets A while back we had introduced approval for sales and purchase transactions. Now, we've introduced the approval workflow for timesheets so that you that your clients can verify your tasks and projects and approve them. As your clients approve them in the client portal, you can then bill them in your organization and collect paymentsWhat's New in Zoho Books - September 2018
Hello everyone, We're back with new updates! For the past month, we've worked on numerous usability improvements and features to help shape a better experience with Zoho Books. Let's take a quick look at some of them. Horizontal Balance Sheet (Indian Edition) The Horizontal Balance Sheet brings better readability by displaying your liabilities on the left and your assets on the right--a format that some people are already accustomed to. Improvements to Project-based Invoicing You now have the optionWhat's New this August 2018 in Zoho Books?
Hello Everyone, Continuing from where we left off last month, we've added a bunch of new features to Zoho Books this August! Read on to know more. Enhanced Manual Journals We've made the following updates to the Manual Journals section to make recording journal entries easier than ever. Record journals as drafts so it does not reflect in your reports. You can publish it any time. Select multiple journal entries and publish them in bulk. Import or export journal entries along with their status,What's New in Zoho Books - July 2018
At Zoho Books, we go the extra mile for you. With a focus on enhancing our current features and boosting your productivity with new ones, we've got a whole bunch of updates to cover this month. Let's take a quick look at some of them. Calendar View for Bills The new Calendar View for bills lays out all your unpaid bills, month-wise. Clicking on any tile with an amount will bring up a list of your bills that are due on that day, giving you a clear picture to plan out your bill payments. BulkWhat's New in Zoho Books - May 2018
Hello Everyone! We're back with a slew of new updates and feature releases for the month of May. Let's dive in! Add Annexures to Your Invoices With the new update, you can customize your invoice templates by adding an annexure at the end. This allows you to add extra content apart from your terms and conditions, such as by-laws, clauses and other related information to the end of an invoice. Filter Items Using Reporting Tags Ever wanted to know how a particular group of items are faring? With thisWhat's New in Zoho Books - April 2018
Hello everyone! March was a great month for Zoho Books and we've added quite a bit of new features. How about we take a quick peek at some of them? Convert an Approved or Submitted Transaction to Draft With this update you can now convert a transactionWhat's New in Zoho Books - March 2018
Hello everyone! February has been one amazing month with a lot of new features and enhancements being added to Zoho Books. Let's take a quick view at all of them. Enhancements in the Banking Module We’ve introduced the option to view all the matched transactions,2017 - Zoho Books Journey.
Hello, Everyone! As this year comes to a close, it’s time to reflect on past accomplishments, current opportunities, and future goals. Last year we shipped out a lot of features which made accounting easier for you. So, here is a quick recap of some of the major features from 2017. Keep an eye out for more exciting features this year. And if you want to know more about these features you can check them on our What's New Page. Keep loving Zoho Books and don't forget to tell us your favorite features.What's New in Zoho Books - February 2018
Hello everyone! We’ve kickstarted 2018 by adding a host of new updates to help you and your business thrive. As always, we continue to build features that are most beneficial to you. Here’s the list of features that we’ve built in January, 2018. Introducing Transaction Approval As your business grows and you start handling a large number of transactions, it’s important to set approval workflows in place to send accurate information to your customers. We have introduced transaction approval toWhat's New in Zoho Books - September 2017
Hello, Everyone It's been a year now that we started with our What's New series in 2016. Here at Zoho Books, we have always been working on building new features and enhancing the existing ones. This month we are here again with new features. So, buckle up and read on What's New this September 2017. Introducing VAT-Compliant Financial Suite for Businesses (UAE Edition) VAT is getting introduced in all the GCC states - UAE, Saudi Arabia, Kuwait, Oman, Qatar, and Bahrain. UAE and Saudi Arabia areWhat's New in Zoho Books- June 2017
Here's the list of new features and updates in Zoho Books for the month of June. Bulk download option for Bills Last month we introduced the bulk download option for Invoices, Credit Notes, Estimates, Purchase Order or Sales Orders. We have now extendedLatest updates to the GST-ready Zoho Books- August, 2017
As promised, here we are again with a bunch of new enhancements to Zoho Books to minimise your accounting burden and stay GST compliant. Bill of entry Businesses that import goods from other countries or purchase goods from SEZ and sell them within India, need to record a Bill of entry. Bill of entry is the legal document filed by an importer to the Customs department in order to complete the customs clearance procedure. Importers will then be able to take delivery of the imported cargo, and claimLatest updates to the GST-Ready Zoho Books- July, 2017
From July 1, GST has become a reality and we've made sure there's no compromise when it comes to our GST-ready Zoho Books. We are coming up with a lot of important and essential additions to our product so as to simplify invoicing for our retail users. Create and print Retail Invoices In order to further simplify the billing/invoicing process in Zoho Books, we have introduced our Retail invoice feature through which the most necessary information pertaining to an invoice can be captured. This willWhat's New in Zoho Books- May 2017
Pulitzer Prize-winner, Edwin Way Teale once said, "The world's favorite season is the spring. All things seem possible in May" - And if you are thinking what more is possible in this merry month of May for Zoho Books, we have some awesome features rolled out just for you! Introducing GST-Ready Financial Suite for Indian Businesses As GST unifies states and union territories with a single indirect tax, Indian businesses are no longer required to capture taxes separately or export data to anotherWhat's New in Zoho Books- March 2017
March is coming in like a lion! And if you are thinking What's New for the month of March in Zoho Books, we have some awesome features rolled out just for you! To see these New features in action, please register for our free webinar. Now, it's time for March updates! 1. Introducing Direct Debit Payments through GoCardless Zoho Books is integrated with GoCardless to make accepting Direct Debit payments easier for Customers in the U.K. Whether it’s a recurring invoice or a one-off invoice, yourWhat's New in Zoho Books- April 2017
Flowers outside are beginning to bloom, leaves are starting to grow, but that’s not all that’s green in April. We at Zoho Books bring you a bunch of fresh new additions this spring to enhance your experience. So buckle up, and read on. Zoho Books - Zoho Checkout Integration In the month of January, we released Zoho Checkout - an application through which you can accept online payments for your business through personalized payment pages. This month, we have integrated Zoho Checkout and Zoho BooksWhat's New in Zoho Books - January 2017
The new year is finally here, and so are a bunch of slick new additions to Zoho Books. So, buckle up and read What's New in your Zoho Books account this January 2017! 1.Import and Export Inventory adjustments Inventory adjustments option lets you adjust the stock of your items for any mismatches that might occur while stock recounting/ reconciliation. Such adjustments can be done based on value as well as quantity. Now, you can also import such adjustments to make changes in bulk or exportNext Page
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What's New in Zoho Books - September 2023
Hello users! With the onset of a new month, we're delighted to bring you new feature updates and enhancements which will elevate your accounting experience. Read on to learn more about what's new in Zoho Books this September. Tax Automation Using TaxWhat's New in Zoho Books - July 2023
Hello users! We are delighted to share the latest features and enhancements we've released this past month. This month's updates range from new allocation methods for landed cost to design enhancements in certain modules. Keep reading to learn what'sWhat's New in Zoho Books - August 2023
Hello users! We have a host of features and enhancements in store for you this month. From major updates about the PayPal integration to newly-introduced tax returns, there's a lot to catch up on! Let's take a look at the latest updates made to Zoho Books.What's New in Zoho Books - June 2023
Hello users, We have been bringing new updates and enhancements to Zoho Books consistently. This month, we are back with yet another set of enhancements. Let's take a quick look at what's new this June in Zoho Books: Stripe Financial Connections StripeWhat's New in Zoho Books - May 2023
Hello users, We are back with a couple of enhancements and updates to help you ease your accounting needs. Let's take a quick look at what's new in Zoho Books: Customize Payment Number Zoho Books now allows you to customize payment numbers manually in
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What's New in Zoho Books - September 2023
Hello users! With the onset of a new month, we're delighted to bring you new feature updates and enhancements which will elevate your accounting experience. Read on to learn more about what's new in Zoho Books this September. Tax Automation Using TaxAttachment size
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