Zoho Books | Product updates | November 2025

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 

  1. 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
  2. We now support exporting the current view in the Timesheet module.
  3. Validation rules can now be configured for Manual Journals.
  4. You can now customize the names for PDFs in custom modules using supported placeholders, along with optional prefixes or suffixes. 
  5. 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.
  6. 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

      • Recent Topics

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • project name field issue- n8n

        Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape

      • How to filter Packages in zoho inventory api

        Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as follows

      • CRM

        Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious

      • ZOHO add-in issue

        I cannot connect ZOHO from my Outlook. I am getting this error.

      • Syncing with Google calendar, Tasks and Events

        Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

      • How can i view "Child" Accounts?

        It can be very useful in our field of business to know the parent-child account relationship. However, there seems to be a shortcoming in the parent account view: no child account list. How can we view the child accounts per each account?

      • Ability to assign Invoice Ownership through Deluge in FSM

        Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

      • Easily perform calculations using dates with the new DATEDIF function

        Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

      • Adding Comments Using Workflows - How to Change User Attributed

        We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to other

      • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

        Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

      • Conect chat of salesiq with zoho cliq

        Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?

      • Les dernières avancées en saisie de données et collaboration

        Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalités

      • Deluge Learning Series – Client functions in Deluge | January 2026

        We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the

      • Rich Text For Notes in Zoho CRM

        Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

      • Implement Meeting Polls in Zoho Bookings

        Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

      • Zoho Bookings and Survey Integration through Flow

        I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be

      • Service Account Admin for API Calls and System Actions

        Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls

      • How 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 has

      • Please can the open tasks be shown in each customer account at the top.

        Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

      • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

        Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

      • Send Whatsapp with API including custom placeholders

        Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

      • Configurable Zoho Cliq Notifications for Zoho People Alerts

        Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to request an enhancement to Zoho People notifications, enabling a native delivery via Zoho Cliq with admin-level control, similar to the notification settings available

      • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

        Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

      • Keep Zoho People Feature Requests in the Zoho People Forum

        Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are

      • ZO25: The refreshed, more unified, and intelligent OS for business

        Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve

      • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

        We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

      • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

        Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books

      • Introducing Schedules for smarter availability management

        Greetings from the Zoho Bookings team! We’re excited to introduce Schedules, a powerful enhancement to manage availability across your workspace. Schedules are reusable working-hour templates that help you define and maintain consistent availability across

      • Why Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals

        Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho Contracts

      • Whatsapp Connection Status still "Pending" after migration

        Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

      • Kaizen #226: Using ZRC in Client Script

        Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

      • How to Filter timewise question to check uploaded one month or two months before in these community question ?

        i want to find the question that is asked some month or before any particular year, so how can i filter it ?

      • Proposal for Creating a Unique "Address" Entity in Zoho FSM

        The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

      • Workflow Down/Bug

        We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,

      • Service Locations: Designed for Shared Sites and Changing Customers

        Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.

      • Can I re-send the Customer Satisfaction Survey after a ticket closure?

        Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!

      • Account blocked

        Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites

      • Filter contacts based on selected category in Zoho Desk ticket

        Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.

      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

      • Next Page