#10 Zoho Books Digest

#10 Zoho Books Digest

Hello readers,
Wishing you all a very happy New Year 2022!

We are back with the 10th edition of Zoho Books Digest. Here's what we have in store for the community this month.

Upcoming Events

Webinar Title: Bahrain VAT Rate Hike: How can Zoho help?
Description:
The Kingdom of Bahrain has increased the VAT rate from 5% to 10%. Are you a business owner who is worried about this transition? We have got you covered.

This free webinar will cover the recent update from the government, walk you through the transition process to the higher VAT rate, and show how Zoho Finance applications can help business owners with the entire process.

2 February 2022 | 3 PM Bahrain time


Webinar Title: VAT in Oman - Is your business ready?
Description:
This webinar series will give an overview of VAT in Oman and how business transactions are recommended to be handled, including the import and export of goods and services.
The series will also showcase the features of Zoho Books that can help business owners stay VAT compliant.

Session 1 - Basics of Oman VAT
Wednesday, 9 Feb | 3 PM GST

Session 2 - Supply under VAT
Wednesday, 16 Feb | 3 PM GST

Session 3 - Imports and Exports under VAT
Wednesday, 23 Feb | 3 PM GST

Session 4 - Oman VAT Returns
Wednesday, 2 Mar | 3 PM GST


Zoholics - Dubai - 2022

Zoholics is Zoho's signature user conference, where you can learn, network, and get the most out of the latest solutions from Zoho. And this time, we're bringing it to the Gulf, starting with Dubai.

Join hundreds of Zoho customers from a broad variety of industries, local partners, and Zoho experts to get inspired!

Date: February 22-23, 2022
Venue: The Address Sky View Tower 1, Emaar Square Area, Dubai


Feature Spotlight

If you are an ecommerce business owner, you already know that there are additional charges associated with shipping costs, like customs and import duties, insurance, payment processing fees, and freight charges incurred while transporting items from your vendor to the warehouse. These costs are known as the Landed Cost of an item and exclude the cost of goods.

Knowing the landed cost of an item is essential for any business, as it can have a significant effect on the business's pricing strategy and determine the selling price of the item.

So, how can you manage landing cost using Zoho Books?
Read our help document to know more.

What's New

At the end of each year, we publish a post highlighting the important features we've released in Zoho Books that year.

From unveiling the Zoho Books free plan to launching much-requested features like Custom Reports and, Multiple transaction number series, 2021 has been quite a journey for us.

Read our Year End post for 2021 to learn about the significant features we've released, our latest accreditations, and a lot more.

Accounting Reads

Most businesses experience income volatilities year-over-year, and sometimes this can make cash management a challenge to deal with. In such scenarios, cash reserves are a crucial tool to balance the firm's liquidity needs.

Read our article "Building a cash buffer: How you can tackle a cash flow crunch" to learn about how cash can help a company weather any financial storm that the future holds.

In case you missed it

MTD for VAT is coming in the UK

With Making Tax Digital (MTD), all VAT-registered businesses in the UK are required to file VAT returns online, and digitize their accounting starting from April 1, 2022. If you're one such business, Zoho Books has got you covered.

Zoho Books is now a HMRC-recognized VAT-compliant software, and it allows you to submit VAT returns directly without needing to visit HMRC’s website.

We are coming up with some exciting pricing offers to ease businesses' transition to MTD. Stay tuned for more details!

E-invoicing in KSA

The Kingdom of Saudi Arabia has made e-invoicing mandatory from Dec 4, 2021. To help businesses stay e-invoicing compliant, we have introduced e-invoicing in Zoho Books and enabled it for all organizations in the Saudi edition.

In case you have missed our webinars and events on this topic, our e-invoicing video will guide you through all things on e-invoicing, from gearing up for this new policy to generating e-invoices using Zoho Books.

Customer Corner

In this edition of Digest, we are thrilled to share the success story of Empire Aviation, a private aviation firm that manages business jets for corporates and HNIs around the globe.

Mr. Shantanu Mehrotra, the company's Director of Finance, shares how Zoho Books provides real-time visibility into his business finances and has made his life easier.


We're eager to hear and share more stories about businesses using Zoho Books. If you would like to share your story with us, let us know in the comments and we will get in touch with you!

P.S.: Follow us on Twitter and Instagram, subscribe to our YouTube Channel, and turn on your notifications to stay up to date on what we're doing.

Until next time!

Cheers,
Saranya GaneshMurthy
Customer Relations | Zoho Books


        • Recent Topics

        • No OR Filter for Views with a Related Modules Criteria

          We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between
        • Admins cannot see each others' Scheduled Reports?!

          Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.
        • Automatically CC an address using Zoho CRM Email Templates

          Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
        • Writer update results in BitDefender blocking it as malware

          After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
        • Is there a way to invoke deluge function from within a widget?

          Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
        • Missing Import Options

          Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
        • Zoho CRM Portal Field Level Permission Issue

          Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
        • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

          I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
        • Zoho Tables is now live in Australia & New Zealand!

          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
        • Import Function: ONLY update empty fields

          When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty
        • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

          Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters
        • CRM Canvas - Upload Attachments

          I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have
        • TrueSync regularly filling up my local disk

          Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
        • Kaizen #194 : Trigger Client Script via Custom buttons

          Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a
        • [Webinar] A recap of Zoho Writer in 2025

          Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred
        • Picklist field shows "none" as default

          Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa
        • Stage-probability mapping feature in custom module

          Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
        • Field Description is very small

          Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:
        • StatusIQ

          Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
        • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

          In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
        • Marketing Tip #14: Increase cart value with product bundles

          Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
        • Problem with Workdrive folders

          I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
        • Sortie de Zoho TABLE ??

          Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
        • Auto tracking URL generation based on Carrier

          Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,
        • Zoho Bookings form pre-filled with Zoho Forms in

          Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks
        • Pre-orders at Zoho Commerce

          We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
        • Customer ticket creation via Microsoft Teams

          Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
        • Zoho Books' 2025 Wrapped

          Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
        • Can multiple agents be assigned to one ticket on purpose?

          Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks
        • Edit default "We are here to help you" text in chat SalesIQ widget

          Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
        • Can't change form's original name in URL

          Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
        • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

          Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
        • Compensation | Salary Packages - Hourly Wage Needed

          The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
        • Multiple currencies - doesn’t seem to work for site visitors / customers

          I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
        • Next Page