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

        • 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

        • Turning off the new UI

          Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

        • Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

          Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder

        • Credit Management: #3 Setting Credit Limit for Customers

          Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order

        • Adding Reports to Portals

          Is there a way to add Reports to portals so only the user can see report templates relevant to them?

        • Update on the client portal URL for Guest users

          We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here

        • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

          Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

        • Not Receiving Incoming Mail

          I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank you

        • Unable to see Zoho contacts in Zoho app on ios

          Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail

        • Task Due Date greater than 10 years.

          We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example

        • External User onboarding for zoho connect is not really intuitive.

          So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create

        • Hosting external websites on Zoho?

          How can I host my external website on zoho? Do we have that option? I am currently with hostinger and am looking to switch to zoho. Kindly help. Thanks.

        • How to Add Time Formula Duration (hh:mm)

          Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup

        • How can I calculate the physical stock available for sale?

          Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

        • Set Custom Icon for Custom Modules in new Zoho CRM UI

        • Marketing Tip #4: Build your email list early

          Email marketing has one of the highest returns on investment. Don’t wait until later; start collecting subscribers now. When you've got their attention, you can send them emails about offers, new product launches, seasonal greetings, and more. Try this

        • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

          When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

        • Unify Overlapping Functionalities Across Zoho Products

          Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

        • Zoho Desk Domain mapping / Cloudflare CNAME not recognized

          Hello, my website is behind Cloudflare and SSL. From the Cloudflare control panel I added a CNAME record such as support.mydomain.com pointing to desk.cs.zohohost.com but I'm stuck with the message "Make sure you've mapped the CNAME entry..."

        • Create an Eye-Catching Announcement Widget for Your Help Center

          Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

        • I want to add my other zoho account in same pc

          why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that

        • Search in Zoho Community Not Working

          I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.

        • Capture Stripe’s Customer ID

          Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.

        • Custom Modules - Where are Comments??

          In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,

        • Recover accidentally deleted mail account

          Email account was accidentally deleted from admin console. 

        • Zoho Mail will not set up in Thunderbird

          I am using Thunderbird 13.0.1 in Linux Mint 13 64-bit.  I cannot set up my Zoho IMAP email in this client.  This is evidently a common problem as evidenced by these postings in the Thunderbird forum: thunderbird can't seem to "find the settings" I cannot configure it for my zoho.com email account I can not get ZOHO to configure. Any suggestions? The best T-bird seems to be able to do is to refer these users to the Zoho forum. I believe the instructions in the Zoho help wiki are correct, although

        • Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement

          In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.

        • IMAP Migration from Gmail

          I have been trying to import my email from a Gmail server and keep receiving the following error. I have reduced the security, activated imap and no improvement. The link to the Google support item has not helped. Unable to connect to your account. Please

        • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

          When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com

        • Request for Creating Multiple Email Accounts on One Mobile Number

          Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible

        • Signature issue

          Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks

        • mail admin not loading

          i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i

        • Unify All Zoho Video Meeting Experiences into One Standardized Platform

          Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

        • Changing Account in Quote form does not update address information.

          I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?

        • Zoho One Backup of entire account

          Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,

        • Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)

          It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail

        • Unable to send Emails - 452 4.3.1 Temporary System Error

          Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"

        • Next Page