Zoho Books | Product Updates | November 2024

Zoho Books | Product Updates | November 2024

Hello users,

We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift.

Attach XRechnung to Invoices [Germany Edition]

When you create an invoice, you now have the option to attach an XRechnung compliant invoice file to the email sent to your customer. This feature ensures that your invoices meet the legal requirements for transactions with government or public organizations in Germany.



To include an attachment of XRechnung in the invoice sent to your customer, go to Sales > Invoices. Create an invoice and click Save and Send. Check the Attach XRechnung option.

Extend the Validity Period of e-Way Bills [India Edition]

E-way bills are valid only for a specific period of time. This may cause issues during unexpected circumstances such as an accident, which can delay the transportation of goods. We've introduced an option to extend the validity period of an e-way bill.

This option is only available for e-way bills that are in the Generated and Expired statuses. You can extend the validity of an e-way bill 8 hours before or 8 hours after its expiration time. 



To extend the validity period of an e-Way bill, go to e-Way Bills > Select an e-way bill and click Extend e-Way bill at the top.

Validate VAT [Germany Edition]


You can now validate the VAT Registration Number to ensure that a business associated with it is still active. This is required for applying reverse charges on Sales transactions and will also serve as a verification step for e-invoicing.

To validate a VRN, go to Settings > Taxes and Compliance > Taxes > Vat Settings. Enter the Vat Registration Number (VRN) and click Validate.

Manage your Income TDS Rates [India Edition]

With the addition of the newly-introduced  Direct Taxes tab under Settings, you can easily manage your TDS rates. Now, you can select whether to associate TDS at the line-item level or the transaction level from Income TDS Settings.  You can also view the total number of transactions associated with different modules for a TDS rate by clicking View Associated Entities. For recurring transactions, such as recurring bills and invoices, clicking on the total number of transactions will redirect you to the list page.



To manage your TDS Rates, go to Settings > Taxes and Compliance > Direct Taxes > Income TDS Rates. To see the total number of transactions linked to a TDS rate across different modules, hover over the TDS rate, click the dropdown, and select View Associated Entities.



To manage your TDS settings, go to Settings > Taxes and Compliance > Direct Taxes > Income TDS Settings.

Associate Multiple Criteria for Workflows

At times, you might need to create multiple workflow rules to complete a  task. For example, if you want to send an email alert and notify a third-party application via webhook whenever the status of a created invoice changes in Zoho Books, you would have to create multiple workflow rules for the different invoice statuses. This can be time-consuming and may exhaust the number of permitted workflow rules you can create under your organization's plan. 

Now, you can achieve the same outcome with a single workflow rule by associating multiple criteria and linking them to their appropriate actions.



Write Off Customer Opening Balance

If a customer is unlikely to pay their outstanding balance, if there are discrepancies, or if the account has remained outstanding for an extended period, you can write off the customer's opening balance. You can also cancel the write-off.



To write off customer opening balance, go to Sales > Customers. Select a customer and click View Opening Balance. Click the Menu icon and select Write Off.

Auto-Populate Customer or Vendor Details [India Edition]

Creating a customer or vendor can be time-consuming, especially when you are adding multiple entries. If this is a concern, we’ve got you covered. You can now auto-populate the contact details by entering the GSTN of the customer or vendor, which will be fetched from the GSTN portal. You can then select the address from the list of addresses associated with that GSTN. Additionally, you can edit the auto-populated details as needed.



To auto-populate contact details for your customers, go to Sales > Customers > Select a customer and click + New. Click Fetch From GSTN and enter the GSTN. Click Fetch Customer Details. Similarly, you can auto-populate contact details of your vendors.
​

Bulk Export Invoices as a ZIP File

Downloading invoices separately and searching for them can be a hassle, especially when you’re downloading multiple invoices. Now, you can download multiple invoices as a single ZIP file with just the click of a button. A single ZIP file is easier to manage and transfer and keeps all the documents together. 




To bulk export multiple invoices as a single ZIP file, go to Invoices > select invoices and click the ZIP icon.

Import or Export Custom Modules

We have extended the import and export option to custom modules. The import/export will occur asynchronously, with the first module being imported/exported first, followed by the second module upon the completion of the first import/export.
If your file exceeds 1,000 or your export file exceeds 25,000, the import/export will be scheduled, and a summary will be emailed to you after successful completion.



To import/export custom modules, go to Custom Modules. Select a custom module. Click the More icon and select the required option. 

Other Enhancements

  • If the number of default filters exceeds 10 or if there are any custom views for a module, a search bar will appear, allowing you to search for the desired filter.
  • We have introduced a new label, Bill Amount Without TDS in vendor payments, allowing you to view the bill amount excluding the TDS deduction and the TDS amount separately.
  • You can now enable endorsements for SEZ and overseas customers, indicating whether the supply is made with or without the payment of Integrated Tax (IGST). This feature is only supported in Spreadsheet and Standard templates, and your business must be GST-registered.
  • You can now search all fields in a custom module rather than just the primary field. Previously, we only supported lookups for the primary field of a module, but this feature has now been enhanced to support lookups for all fields in custom modules.


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 byte-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

        • Please make it easier to Pause syncing

          right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

        • Organization Emails in Email History

          How can I make received Org Emails to show up here?

        • Converting Sales Order to Invoice via API; Problem with decimal places tax

          We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

        • how to differentiate if whatsapp comes from certain landing page?

          I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

        • Upload API

          I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

        • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

          Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

        • How to record company set up fees?

          Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

        • How to create a drop down menu in Zoho Sheets

          I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.

        • Show Payment terms in Estimates

          Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

        • Rich-text fields in Zoho CRM

          Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

        • 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?

        • When dispatched to crew, assigning lead missing

          Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

        • Create Lead Button in Zoho CRM Dashboard

          Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

        • open word file in zoho writer desktop version

          "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

        • Generate leads from instagram

          hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

        • I want to transfer the project created in this account to another account

          Dear Sir I want to transfer the project created in one account to another account

        • Inactive User Auto Response

          We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

        • Weekly Tips : Customize your Compose for a smoother workflow

          You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

        • Problem Management Module

          I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

        • Zoho Slowness - Workarounds

          Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with

        • Custom Bulk Select Button

          Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

        • How to create a Zoho CRM report with 2 child modules

          Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

        • Zoho CRM still doesn't let you manage timezones (yearly reminder)

          This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me

        • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

        • 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

        • BUG - Google Business Buttons - Add a button to GBP Post

          I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

        • Rich text Merge field - Not using font specified in HTML

          I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

        • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

        • CC and/or BCC users in email templates

          I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

        • Trying to export a report to Excel via a deluge script

          I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

        • Zoho Reports Duplicating Entries

          I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the

        • Need help to create a attach file api

          https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

        • Export view via deluge.

          Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

        • how to add subform over sigma in the CRM

          my new module don't have any subform available any way to add this from sigma or from the crm

        • Outdated state in mexico

          Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

        • Support new line in CRM Multiline text field display in Zoho Deluge

          Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

        • Possible to generate/download Quote PDF using REST API?

          See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

        • Creating an invoice to be paid in two installments?

          Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

        • Bug in allowing the user to buy out of stock items

          Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

        • Zoho CRM Calendar | Custom Buttons

          I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

        • Next Page