Zoho Books | Product updates | May 2025

Zoho Books | Product updates | May 2025

Hello users,

We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances with ease.

New Currency Support: Caribbean Guilder (XCG)

We’re introducing support for the Caribbean Guilder (XCG). This new currency, which replaces the Netherlands Antillean Guilder (ANG), is pegged to the U.S. dollar and will soon become the official currency of Curaçao and Sint Maarten. Existing users can add XCG as a currency, while new users will have the option to set it as their base currency.

Module Level Approval

You can now configure approvals individually for each module, set the approval type, and assign specific approvers.


To configure approval at the module level, go to Settings > Sales/Purchases. Select a module, then navigate to the Approvals tab. Select an Approval Type, configure the necessary details, and click Save.

Custom Fields Support for Recurring journals

We've added support for custom fields in Recurring Journals. The custom fields configured for Manual Journals will now be available in Recurring Journals as well.

Add Payment Mode and Bank Account Details to Transactions [Germany Edition]

We have introduced new fields for Payment Mode and Bank Account in Invoices, Recurring Invoices, and Credit Notes. These fields are crucial for e-invoices following German standards like XRechnung and ZUGFeRD. Supported payment modes include Cash, Cheque, Bank Transfer, and SEPA Credit Transfer. The Bank Account (IBAN and BIC) field appears only when SEPA Credit Transfer is selected, showing all active accounts. These details will be included in exported e-invoice formats. To comply with German regulations, once an invoice or credit note is marked as Sent or Paid, both the transaction and its associated payment details (IBAN and BIC) become non-editable.



Filter and Add Reporting Tags as Columns

You can now add reporting tags as columns in the list view of the Customers, Vendors, and Items modules by customizing the columns. Additionally, you can filter transactions using reporting tags by creating custom views with reporting tags as filter criteria.

To add reporting tags as columns, go to Customers/Vendors/Items. Click the Customize icon and select Customize Columns. Choose the reporting tags you want to include as columns, then click Save.
​

To filter transactions using reporting tags by creating custom views, go to Customers/Vendors/Items. Click the All Customers/All Vendors/All Items dropdown, then click + New Custom View. In the Define the criteria (if any) field, select the reporting tag as a filter. Enter all other necessary details, then click Save.

Filter and View Sales Orders That Are Not Shipped

You can now filter sales orders that are not shipped by creating a custom view.


To filter sales orders that are not shipped, go to Sales > Sales Orders. Click the All Sales Orders dropdown in the top right and select  Enter all the necessary details, and in the Define the criteria (if any) field, select Status in the first dropdown, is in the second dropdown, and Not Shipped in the third dropdown. Click Save.

New Retainer Draw Status Column

We are introducing a new Retainer Draw Status column to track the withdrawal of retainer payments better. This column will include the statuses Awaiting Payment, Ready to Draw, Partially Drawn, and Drawn. You can now use these statuses to filter retainer invoices, perform advanced searches, create custom views and workflows, and filter reports based on the new Retainer Draw Status.

Allocate Landed Cost to Multiple Bills

We’ve introduced the option to Allocate Landed Cost to Multiple Bills. This feature is available when the bill includes a landed cost line item with an unallocated amount. You can select a landed cost item and choose an allocation method such as Quantity, Value, Dimensions, or Weight, to distribute the cost according to your business needs. Using the Add Bills section, you can filter bills by Vendor Name, Date Range, and Status, and then allocate the landed cost automatically based on the selected method. When a bill item is removed in Zoho Books, the corresponding landed cost allocation is automatically recalculated to ensure accurate cost distribution. If necessary, you can re-add the removed line item, and the system will adjust the allocations accordingly.


Zoho Inventory Add-On Updates

Introducing Kit Items

A Kit Item is a composite item that groups multiple individual items and sells them as a single unit. Kit items don't require a manufacturing or assembly process and are available exclusively for sales transactions. The selling price of a kit item is defined independently of its component items. Kit items don't have their own stock. Instead, stock is deducted from the individual components when a kit is sold. Tax and pricing are maintained at the kit level. Kit items have their own SKUs, and each kit can have up to 1,000 components. Nested kits are supported up to three levels deep. Kits can include both goods and services. If all components are services, the kit will be treated as a Service Item. Otherwise, it will be a Goods Item.

Note: This feature is not available in the Kenya edition of Zoho Books.



Introducing the New Assemblies Module 

We’re introducing a new Assemblies module, which replaces the former Bundles feature. Assemblies now have a dedicated section under the Items module in the left sidebar. Key enhancements include customizable columns, support for custom views, advanced search, quick create functionality, and dedicated assembly reports for improved tracking and insights. The Assemblies feature is also supported in the mobile app.


Support for Custom Fields at the Line-Item Level in Purchase Receives

You can now add custom fields at the line-item level in Purchase Receives.

​

To add custom fields for Purchase Receives at line-item level, go to Settings > Items > Field Customization. Create a new custom field or edit an existing one. Click Yes next to the Show when creating transactions option. Then, select Purchase Receive in the Include in Modules field. Click Save.

Enhancements to Picklists

You can now mention users in picklist comments. When a user is tagged, they will receive an instant notification, which redirects them to the specific picklist when clicked. You can also view the quantity picked on the Sales Order details page and the Invoice edit page. We now support using custom fields as placeholders in picklist notification templates for both email alerts and in-app notifications. Additionally, You can also sort the Item Details and SKU fields in the picklist list view.

Enhancements to the Picking Process

The Android app now supports external barcode scanners, including Zebra devices and mobile handheld scanners, with iOS support coming soon. A new swipe gesture allows users to quickly mark items as picked. Additionally, a search and filter option has been added to help users easily select the required items during picking.

Other Feature Enhancements 

  • We’ve now extended the maximum number of days per interval in the Inventory Aging Summary report to 120 days.
  • You can filter the Inventory Valuation Summary report by sub-categories.
  • We’ve added support for date placeholders in Manual Journal Notes and Descriptions. 


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

        • How do I change the wording of the tile of SignForm?

          When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at

        • Is Desk Down?

          Across department - always an error. [Status Mode] - error [Table View and the rest] - working

        • How to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?

          Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originated

        • Problem with CRM Connection not Refreshing Token

          I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

        • Automatic Matching from Bank Statements / Feeds

          Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

        • Clone Recurring Expenses

          Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the

        • 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,

        • Automation #7 - Auto-update Email Content to a Ticket

          This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

        • Ticket to article and Ticket to template

          Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template

        • Is there API Doc for Zoho Survey?

          Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

        • Windows Desktop App - request to add minimization/startup options

          Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

        • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

          Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

        • WebDAV / FTP / SFTP protocols for syncing

          I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • Non-responsive views in Mobile Browser (iPad)

          Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 

        • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

        • Learner transcript Challenges.

          Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in

        • Customizable UI components in pages | Theme builder

          Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

        • Feature Request - Set Default Values for Meetings

          Hi Zoho CRM Team, I would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags to

        • We Asked, Zoho Delivered: The New Early Access Program is Here

          For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access

        • Analytics <-> Invoice Connection DELETED by Zoho

          Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

        • How to use Rollup Summary in a Formula Field?

          I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

        • Zoho Creator to Zoho CRM Images

          Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

        • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

          Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

        • Error Logs / Failure logs for Client Scripts Functions

          Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that

        • Automate pushing Zoho CRM backups into Zoho WorkDrive

          Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

        • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

          I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

        • Problem : Auto redirect from zoho flow to zoho creator

          Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

        • Client and Vendor Portal

          Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and

        • #7 Tip of the week: Delegating approvals in Zoho People

          With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!

        • Trouble with using Apostrophe in Name of Customers and Vendors

          We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

        • 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

        • Nueva edición de "Ask The Expert" en Español Zoho Community

          ¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestra

        • How to use MAIL without Dashboard?

          Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.

        • Peppol: Accept Bill (Belgium)

          Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

        • Zoho Books is now integrated with Zoho Checkout

          Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout

        • Sync Issue

          My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

        • Add Zoho PDF to Zoho One Tool Applications

          It should be easy to add from here without the hassle of creating a web tab:

        • JOB WISE INVOICE PROCESS

          I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE

        • PDF Template have QTY as first column

          I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on

        • Next Page