Zoho Payroll: Product Updates - July 2024

Zoho Payroll: Product Updates - July 2024

At Zoho Payroll, we’re committed to continually improving our software to meet your needs better. We strive to innovate, ensuring our payroll solutions are functional and user-friendly, providing you with an unparalleled experience.

This July, we are excited to share the latest enhancements we’ve rolled out over the past month. Our team has diligently worked on introducing the calculate earnings with Gross-based custom formulas for India and UAE, Off Cycle Payroll for the US, Employee Bank Account Creation for UAE, along with several other improvements to your payroll processes.

Select Different Bank Accounts for Recording Payroll Payments (India, US, and UAE)

This new feature allows you to select different bank accounts while recording payments for all or a group of employees in a payroll. 

Why Businesses Need This Feature:
  • Budget Control: It allows for better tracking and management of budgets for different departments or projects. Each account can be monitored to ensure spending is within allocated budgets.
  • Escrow Accounts: Sometimes used to manage funds for specific purposes, such as bonuses or special project payments, ensuring that these funds are kept separate until they are disbursed.

    If your organisation uses different bank accounts to process payments for similar reasons as mentioned above, you can use this feature.
 Country
 Feature Availability
 India & US
 Available only if you've integrated with Zoho Books
 UAE
 Can create multiple bank accounts in Settings > Bank Account and record payments without Zoho Books             integration

Select Different Bank Accounts While Recording Payment
After recording payments, you will see a summary listing the paid through accounts, payment methods, and associated employees and amounts for each paid through account:

Payments Made Accounts Insight
If you delete the recorded payment once all the employees have been paid, all the paid through accounts information will also be deleted.

Employer Bank Accounts Creation (UAE)

Suppose you have employees in different departments who need to be paid from different bank accounts. With this feature, you can easily manage and assign the appropriate bank accounts along with their respective routing numbers for each group for your SIF file generation.

If your organisation is integrated with Zoho Books, all associated bank accounts will automatically populate here.
Once you have created multiple bank accounts, you can mark the most used bank account as primary. This primary bank account will be the default bank account used for SIF file generation.


Here’s how to manage your bank accounts in Zoho Payroll: Navigate to Settings > Bank Accounts and select the relevant bank account or create a new one.


Add Multiple Employer Bank Accounts

Calculate Earnings with Gross-Based Custom Formulas (India, and UAE)

Our new feature allows you to calculate employee earnings based on their gross pay—comprising fixed earnings minus any deductions per month.

Previously, gross calculations had to be applied manually to select employees. Now, this update enables you to include the gross component in custom formulas for the earnings and associate them with all employees or specific groups, ensuring uniform calculations throughout your organisation.

Gross = Earnings + Flexible Benefit Plan + Reimbursement

The gross pay amount specified for the respective employee will be used for calculation of the component mentioned in the custom formula.

Here’s how you can set it up in Zoho Payroll: 

  • Navigate to Settings and select Salary Components.
  • Click Add Component and select Earning. 
  • Choose the Custom Formula option for the variable earning and include 'Gross' as a component.
Gross Component in Custom Formulas

Off Cycle Payroll (US)

Off-cycle payroll allows you to issue pay stubs to employees outside of the regular pay schedule. This feature is essential for handling payments along such as ad-hoc incentives, commissions, or overtime pay that aren’t included in the standard payroll cycle. You can also choose to process the off-cycle payrolls based on the pay schedule of your choice along with benefits and deductions associated to employees.

Sample Scenario: Imagine you want to reward a department for exceptional performance with an ad-hoc incentives. With the Off Cycle Payroll feature, you can quickly process this payment outside of the regular pay schedule.

How to Create Off Cycle Payroll:
  • Go to Pay Runs.
  • Click Create Pay Run and select Select Off Cycle Pay Run.

Once you create the off-cycle payroll, you can add eligible employees to the off-cycle pay run and specify their earnings.

Off Cycle Payroll for US edition

You can also visit the What's New timeline for information about our previous feature updates and enhancements.

That's all for now! We're always eager to hear your feedback and suggestions. If you have any feature requests, please share them in the comments below.

For assistance, contact us at support@zohopayroll.com. Stay tuned for more updates from Zoho Payroll!

With a shared purpose,
The Zoho Payroll Team


    • Sticky Posts

    • Zoho Payroll | Quarterly Product Updates For 2024

      As we navigate through the ever-changing payroll landscape, we bring you the latest updates that span the first quarter of 2024, tailored to meet the diverse needs of employers and employees in India, the UAE, and the US. From useful integrations to refined

    • Introducing Academy 🎉: your go-to hub for all things payroll

      Hello! We're thrilled to launch our newest payroll resource hub - Academy by Zoho Payroll [for India] - the information repository where you can go to learn everything about payroll. Introducing Academy by Zoho Payroll Why did we build Academy? Payroll

      • Recent Topics

      • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

      • CC and/or BCC users in email templates

        I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

      • Trying to export a report to Excel via a deluge script

        I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

      • Need help to create a attach file api

        https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

      • Export view via deluge.

        Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

      • Outdated state in mexico

        Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

      • Possible to generate/download Quote PDF using REST API?

        See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

      • Creating an invoice to be paid in two installments?

        Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

      • Bug in allowing the user to buy out of stock items

        Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

      • Replace Lookup fields ID value with their actual name and adding inormation from subforms

        Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

      • Can a Zoho Sites page be embedded into another website (outside Zoho)

        Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding

      • Bug in allowing the user to buy out of stock items

        Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

      • Transition Criteria Appearing on Blueprint Transitions

        On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't

      • Zoho CRM Sales Targets for Individual Salespeople

        Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

      • Transfer all Related Data to new Account Owner

        Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really

      • Can i connect 2 instagram accounts to 1 brand?

        Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

      • How to Calculate MTTR (Mean Time to Resolve)

        We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

      • How to export project tasks, including the comments

        Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the

      • Does Zoho Sheet Supports https://n8n.io ?

        Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

      • Bigin Android app update: User management

        Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

      • Share records with your customers and let them track their statuses in real time.

        Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of

      • Live webinar: Discover Zoho Show: A complete walkthrough

        Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features

      • Deal Stage component/widget/whatever it is... event

        Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

      • Create advanced slideshows with hybrid reports using Zoho Projects Plus

        Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when

      • Add an option to disable ZIA suggestions

        Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

      • Email Integration - Zoho CRM - OAuth and IMAP

        Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

      • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

        Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

      • Zoho CRMの流入元について

        Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

      • Error While Sign in on Zoho Work Drive

        Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser

      • Choosing a portal option and the "Unified customer portal"?

        I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

      • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

        Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

      • Unified Directory : How to Access ?

        I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?

      • Translation support expanded for Modules, Subforms and Related Lists

        Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

      • Unified task view

        Possible to enable the unified task view in Trident, that is currently available in Mail?

      • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

        Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

      • Importing data into Assets

        So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

      • Allow instruction field in Job Sheets

        Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

      • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

        Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen

      • The dimensions of multilingual power

        Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho

      • Next Page