#8 Zoho Books Digest

#8 Zoho Books Digest



Hello Readers,

Hope you all are keeping well. We are back with the 8th edition of Zoho Books Digest. Here's what we have in store for our community this month:

Upcoming Webinars
  • E-invoicing in Saudi Arabia: How can Zoho Books help?
E-invoicing is coming to the Kingdom of Saudi Arabia in 3 months. Is your business ready to transition to this new way of invoicing? Join our free webinar to learn more about e-invoicing, how e-invoicing works, and how Zoho Books can help you get e-invoicing compliant.
Date & Time: October 12, 2021 @ 3:00 PM AST
  • All you need to know about Oman VAT returns
Are you a VAT-registered business owner in Oman? This session is for you. With the next phase of VAT registrations around the corner, join our free webinar to learn all about Oman VAT and filing VAT returns. This 30-minute session will walk you through the entire process of filing VAT returns in Oman and how Zoho Books can simplify this process for you.
Date & Time: October 13, 2021 @ 3:00 PM GST
  • Intro to Advanced Analytics for Zoho Books
In this session, participants will receive a walkthrough of the best practices for using Zoho Analytics as an advanced reporting tool for Zoho Books. Join Brett and Tyler from Zenatta Consulting and the Zoho Team for a top-level guide to improving your financial reporting!
Date & Time: October 20, 2021 @ 1:00 PM EDT
Feature Spotlight
In this edition of Digest, we are highlighting two significant features of Zoho Books: Custom Reports and Sender Email Preferences.
  • Custom Reports
With the new Custom Reports feature of Zoho Books, all of your customizations can be saved as a separate report, which you can later access instantly.

The new feature also allows you to configure which users can view, export, or schedule custom reports.

Note: Currently, the Custom Reports feature is available for the Profit and Loss, Balance Sheet, Cash Flow Statements, and Invoice Details reports for users in Premium, Elite and Ultimate plans of Zoho Books.

To create a custom report: click Customize Report in the report details page. After customizing the report, click Save as Custom Report.

To view a saved custom report: go to Reports and select the Custom Reports tab.

  • Sender Email Preferences
When you use an email address that is from a public domain or an unauthenticated domain to send invoices to your customers, these emails are more likely to land in the recipient's spam folder. With Zoho Books, you can authenticate your sender email addresses, preventing them from being mistaken for spam. For your domain to be considered authentic by Zoho Books, it should have an SPF (Sender Policy Framework) and a DKIM (Domain Keys Identified Mail) record associated with it.

To check whether your email addresses are authenticated: navigate to Settings > Emails > Sender Email Preferences.

Note that if your email addresses are not authenticated, the email address in the From field will be replaced automatically with message-service@sender.zohobooks.com, which is Zoho Books’ own email address.
Latest Product Updates
  • Bigin integration with Zoho Books
You can now sync your contacts and items in Bigin with your contacts and items in Zoho Books. If you have a Bigin account and wish to set up the integration, go to the Integration page in Bigin and select Zoho Books. Sync the contacts and items by mapping the fields and entering the necessary data. Once the set up is complete, the Invoice, Estimate, and Sales Orders modules will be created in Bigin. You can create transactions with the synced contacts and items from within Bigin.

Note: You can have Zoho Books integrated with either Zoho CRM or Bigin, but not both, at a given point in time.

  • Connected Banking partnership with HSBC bank (Indian Edition)
We are excited to announce our partnership with HSBC bank. The partnership offers Zoho Books and HSBC Business Banking account users the best of accounting and banking services on one platform. The setup is effortless, and you can initiate vendor payments, make GST payments, check your HSBC Business Banking account balance, easily match your bank feeds, and more—all directly from Zoho Books.

Follow the What's New portal of our Zoho Books community to stay up to date on all our latest features.
Accounting Reads
While managing a small business can be an expensive venture in itself, not having the right system in place to manage your cash flow can make it even more expensive, especially when your business is facing a crisis.

Read our article, How automating Accounts Receivable and Accounts Payable can help improve cash flow to learn about how to maintain a positive cash flow when the going gets tough.

In case you missed it
  • E-Invoicing in KSA
The Zakat, Tax and Customs Authority (ZATCA) has announced Zoho as a qualified e-invoicing solution provider for businesses in the Kingdom of Saudi Arabia! Check out our blog to know more about this announcement and how businesses in the KSA can use Zoho Books for their einvoicing needs.
  • E-Invoicing in India
The Central Board of Indirect Taxes and Customs (CBIC) has issued a notification mandating the use of dynamic QR codes for B2C invoices from October 1, 2021. Here is how you can do it in Zoho Books.
Customer Corner
In this edition of Digest, we are thrilled to share the success story of Mr. Sivaram Parameswaram from purpleSlate.
Read this case study to understand how Zoho Books helped his business go Excel-free, managing his business finances efficiently.

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



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