Zoho Books | Product updates | June 2025

Zoho Books | Product updates | June 2025

Hello Users,

We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease.

Introducing Change Comparators in Workflow Rules

We’re introducing new comparators in workflow rules that you can add to your criteria. The new options include changes, which triggers when any value changes; changes from, which triggers when a value changes from a specific value; and changes to, which triggers when a value changes to a specific value.

Note: This feature is applicable only to custom modules and supports all field types except Multi-select and Text Box (Multi-line) fields.

HSBC Online Payment for Vendor Batch Payments

We’re introducing HSBC online payments for vendor batch payments, allowing you to pay directly through your HSBC account connected to Zoho Books.

Note: This feature is available only if the Zoho BillPay add-On is enabled for your organization.

Upload Images From Your Desktop to Email Templates

You can now upload images from your desktop to your email templates.



To upload images to email templates, go to Settings > Reminders & Notifications > Email Notifications. Select a template, hover over it, click the dropdown that appears, and select Edit. Then, click the Upload icon and select Upload in the Add Image pop-up that appears.

Apply Line Item Discounts With Avalara Integration [United States and Canada Editions]

We now support line item level discounts for organizations integrated with Avalara. You can apply discounts directly to individual line items, and Avalara will accurately calculate taxes based on the discounted amounts.




Apply Credits Applied On Date to Bills 

We now support the Credits Applied On date when applying Vendor Advances, Excess Payments, and Vendor Credits to Bills. This allows users to record the credits applied on these transactions on a future date later than the original posting dates. When the Credits Applied On toggle is enabled, the Credits Applied On field will display the recent date  of the Bill or Payment Date/Vendor Credit Date. 

Support for Local Taxes [Mexico Edition]

You can now create local taxes that are managed by State and Municipal authorities and not directly by the federal tax authority of Mexico (SAT) in your Zoho Books organization. These local taxes can be either transfer or retention types, depending on how the specific tax is applied.



To create local taxes, go to Settings > Taxes & Compliance > Taxes > Tax Rate. Click + New Tax, enter the Tax Name and Rate, select the Tax Type as Local Tax, and then click Save.

Exclude Optional Fields When Pushing E-Invoice [India Edition]

You can now choose to exclude optional fields when pushing your e-Invoice to the IRP.




To exclude optional fields, go to Settings > Taxes & Compliance > Taxes > e-Invoicing. Click Configure next to Configure optional fields for e-invoice push. Select the optional fields you want to exclude, then click Save.

Dynamic lookup fields

You can filter the records to be displayed in the lookup custom fields. Only the records that match with the criteria that you define when you create the custom field will be displayed. Additionally, we’ve introduced the Show Source Module Records Independently option. If selected, the lookup filters records based on the criteria set. If no criteria are set, it shows all the module records.

For example, if you're creating a lookup for the Invoice module within the Sales Order module and want to filter invoices by Customer Name, you can set that as a criterion. If the Show Source Module Records Independently option is enabled, the field will display all invoices, regardless of the selected customer. If it's disabled, the field will initially appear blurred and will populate only after a customer is selected in the Sales Order, showing invoices related to that specific customer.



Other Feature Enhancements 

  • When transactions are grouped in reports, you now have the option to display only the total value for each group, hiding the individual transactions within it. This feature applies only to the Receivables Summary, Receivables Details, Payables Summary, and Payables Details reports.
  • We’ve introduced language support for Filipino and Bahasa Melayu in Zoho Books. You can now use the application in either of these languages.


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

        • New Toolbar in Zoho Sheet

          We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the far

        • Zoho inbuilt Telephony made a lot of issues!

          Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support

        • Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?

          Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,

        • Sending workflow notifications using popular chat services

          Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: Zoho

        • Webhook not firing.

          I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

        • Adding Images to a Quote in Zoho CRM

          We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

        • Applications built with Zoho Creator

          Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d

        • Is it posssible to add Asap Widget on Wordpress?

          I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functio

        • Require ticket resolution

          Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where

        • Tables from ZohoSheets remove images when updated from source

          I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

        • API Pagination Error: 'from' Parameter Limit

          Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records

        • How to go to the next open ticket in the queue when agents closes ticket

          Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?

        • CRM verify details pop-up

          Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

        • Custom templates for calendar report

          What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.

        • Print a price list or price book

          Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

        • Disable payment thank-you emails

          Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 

        • Maximum tags possible in Contacts Records

          I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

        • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

          When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

        • CRM Mobile reports

          When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

        • When Zoho Tables Beta will be open to EU data center

          Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

        • Start Form on a different page (i.e., hide form pages)?

          I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with

        • How can we disable "My Requests"?

          We are not using this functionality in our system at all and our users get confused.

        • PayPal payment received recording problem

          Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account

        • server response: 451.4.7.1

          Good day.  Some email clients of our domain receive an error about sending and receiving letters. while for the rest everything works fine. access to the mail made by pop protocol. Bless the mistakes: "server response: 451.4.7.1 System error". 

        • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

          Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that

        • How to mute chat notification sound by default in Zoho SalesIQ?

          We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur

        • Kanban View for Projects.

          At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

        • How to Hide Article Links in SalesIQ Answer Bot Responses

          I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

        • Add RECURRING option when adding email to calendar events

          When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 

        • Free Plan mail accounts details

          In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com

        • LINE Auto Message Connect to Zoho

          When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,

        • Option to block bookings from specific email address or ip adresss in zoho booking

          Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

        • Threaded conversations for emails sent via automation

          Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

        • Create folder is fetch fails

          coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

        • Meetups de Usuarios de Zoho - Noviembre 2025

          ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho

        • Introducing 8 New Connectors in Zoho DataPrep!

          We’ve just made data management even easier - Zoho DataPrep now supports 8 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

        • Sales Order, Invoice and Payment numbers

          Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

        • First day of trying FSM in the field.

          What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

        • Zoho Desk app update: AI powered features

          Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

        • How to Automate Email Sequence

          I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be

        • Next Page