Zoho Books | Product Updates | November 2024

Zoho Books | Product Updates | November 2024

Hello users,

We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift.

Attach XRechnung to Invoices [Germany Edition]

When you create an invoice, you now have the option to attach an XRechnung compliant invoice file to the email sent to your customer. This feature ensures that your invoices meet the legal requirements for transactions with government or public organizations in Germany.



To include an attachment of XRechnung in the invoice sent to your customer, go to Sales > Invoices. Create an invoice and click Save and Send. Check the Attach XRechnung option.

Extend the Validity Period of e-Way Bills [India Edition]

E-way bills are valid only for a specific period of time. This may cause issues during unexpected circumstances such as an accident, which can delay the transportation of goods. We've introduced an option to extend the validity period of an e-way bill.

This option is only available for e-way bills that are in the Generated and Expired statuses. You can extend the validity of an e-way bill 8 hours before or 8 hours after its expiration time. 



To extend the validity period of an e-Way bill, go to e-Way Bills > Select an e-way bill and click Extend e-Way bill at the top.

Validate VAT [Germany Edition]


You can now validate the VAT Registration Number to ensure that a business associated with it is still active. This is required for applying reverse charges on Sales transactions and will also serve as a verification step for e-invoicing.

To validate a VRN, go to Settings > Taxes and Compliance > Taxes > Vat Settings. Enter the Vat Registration Number (VRN) and click Validate.

Manage your Income TDS Rates [India Edition]

With the addition of the newly-introduced  Direct Taxes tab under Settings, you can easily manage your TDS rates. Now, you can select whether to associate TDS at the line-item level or the transaction level from Income TDS Settings.  You can also view the total number of transactions associated with different modules for a TDS rate by clicking View Associated Entities. For recurring transactions, such as recurring bills and invoices, clicking on the total number of transactions will redirect you to the list page.



To manage your TDS Rates, go to Settings > Taxes and Compliance > Direct Taxes > Income TDS Rates. To see the total number of transactions linked to a TDS rate across different modules, hover over the TDS rate, click the dropdown, and select View Associated Entities.



To manage your TDS settings, go to Settings > Taxes and Compliance > Direct Taxes > Income TDS Settings.

Associate Multiple Criteria for Workflows

At times, you might need to create multiple workflow rules to complete a  task. For example, if you want to send an email alert and notify a third-party application via webhook whenever the status of a created invoice changes in Zoho Books, you would have to create multiple workflow rules for the different invoice statuses. This can be time-consuming and may exhaust the number of permitted workflow rules you can create under your organization's plan. 

Now, you can achieve the same outcome with a single workflow rule by associating multiple criteria and linking them to their appropriate actions.



Write Off Customer Opening Balance

If a customer is unlikely to pay their outstanding balance, if there are discrepancies, or if the account has remained outstanding for an extended period, you can write off the customer's opening balance. You can also cancel the write-off.



To write off customer opening balance, go to Sales > Customers. Select a customer and click View Opening Balance. Click the Menu icon and select Write Off.

Auto-Populate Customer or Vendor Details [India Edition]

Creating a customer or vendor can be time-consuming, especially when you are adding multiple entries. If this is a concern, we’ve got you covered. You can now auto-populate the contact details by entering the GSTN of the customer or vendor, which will be fetched from the GSTN portal. You can then select the address from the list of addresses associated with that GSTN. Additionally, you can edit the auto-populated details as needed.



To auto-populate contact details for your customers, go to Sales > Customers > Select a customer and click + New. Click Fetch From GSTN and enter the GSTN. Click Fetch Customer Details. Similarly, you can auto-populate contact details of your vendors.
​

Bulk Export Invoices as a ZIP File

Downloading invoices separately and searching for them can be a hassle, especially when you’re downloading multiple invoices. Now, you can download multiple invoices as a single ZIP file with just the click of a button. A single ZIP file is easier to manage and transfer and keeps all the documents together. 




To bulk export multiple invoices as a single ZIP file, go to Invoices > select invoices and click the ZIP icon.

Import or Export Custom Modules

We have extended the import and export option to custom modules. The import/export will occur asynchronously, with the first module being imported/exported first, followed by the second module upon the completion of the first import/export.
If your file exceeds 1,000 or your export file exceeds 25,000, the import/export will be scheduled, and a summary will be emailed to you after successful completion.



To import/export custom modules, go to Custom Modules. Select a custom module. Click the More icon and select the required option. 

Other Enhancements

  • If the number of default filters exceeds 10 or if there are any custom views for a module, a search bar will appear, allowing you to search for the desired filter.
  • We have introduced a new label, Bill Amount Without TDS in bills, allowing you to view the bill amount excluding the TDS deduction and the TDS amount separately.
  • You can now enable endorsements for SEZ and overseas customers, indicating whether the supply is made with or without the payment of Integrated Tax (IGST). This feature is only supported in Spreadsheet and Standard templates, and your business must be GST-registered.
  • You can now search all fields in a custom module rather than just the primary field. Previously, we only supported lookups for the primary field of a module, but this feature has now been enhanced to support lookups for all fields in custom modules.


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

      • Recent Topics

      • The Visitor Information Card does not save the visitor's name (Bug)

        The Visitor Information Card does not save the visitor's name when operators are offline, and the visitor leaves a message. Initially, it does save the name, but once the visitor leaves the message, the username changes to "visitor" followed by a random

      • Mass update Accounts in Zoho Desk

        We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update

      • Domain verification is in progress... (How long do I need to wait?)

        Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

      • Open New Free Zoho Account

        Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,

      • Client Script - mapping data from different module

        Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknown

      • Zoho Creator Upcoming Updates - December 2024

        Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

      • Linking an email to a Contact when the email is sent in deluge via sendmail

        The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that

      • How to restore deleted Field

        I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

      • How to select multiple notes at once in the PC client?

        In the PC client, you can select notes using ctr+LMB. But why can't you use shift+LMB? PC version 3.2.0

      • Feature Request: Search in the PC client. Some thoughts about the search.

        Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use

      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

      • Increase Round Robin Scheduler Frequency in Zoho Desk

        Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

      • Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk

        Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being

      • Create Your Own Issue Management System

        Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects

      • Emails linked to Deal

        Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receive

      • Zoho Analytics Pivot Table - How to compare month vs last year same month

        Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month

      • Employees can not add some expenses suddenly

        Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and

      • Workflow - Execute Based on Date

        Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date].  Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearly

      • Lookup Fields not Converting

        I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There

      • Important updates to Zoho CRM's email deliverability

        Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains

      • Expanded data-capturing capabilities with enhanced tabular sections

        We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections

      • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

        Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

      • Marketing Automation Emails Going to Spam

        Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

      • I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.

        I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.app

      • Customer can't comment on SO or Invoice

        Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to

      • Convert Request to Forum Topic

        I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic?  Is this possible?  If not is this a feature coming down the pipe in the near future? Thanks!

      • Integration of Business Hours in Email Templates

        Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email

      • Send To Zoho Sign not Showing

        The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?

      • Easy way to delete attachments

        I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

      • Vivaldi will not open the Zoho Mail app when I click a email link in the browser

        I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?

      • Zoho Sign / Prefill By You - Editable by Them!

        Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them

      • How to transfer all my mails from Zoho to Gmail or Office 365

        is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily  do it with office 365 or gmail. i want two options. direct from zoho to office 365  or exported eml files from zoho to gmail. please suggest me both if possible 

      • Is the Contacts sync between Campaigns and CRM bi-directional?

        Is the Contacts sync between Campaigns and CRM bi-directional?

      • Task does not syncing to google calendar shedual

        Hi why does the tasks activities do not syncing with the google calendar like the event option does?

      • ZOHO Widget SDK not loading in html

        I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am

      • Bug with Zobot Human transfer

        I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The

      • Advice for my first project in Zoho

        Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of my

      • Error AS101 when adding new email alias

        Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

      • This mobile number has been marked spam. Please contact support.

        Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

      • email address autocomplete

        Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks

      • Next Page