Zoho Books | Product Updates | October 2024

Zoho Books | Product Updates | October 2024

Hello users,

We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting experience. 

Introducing Zoho Payments for Zoho Books

Zoho Payments, our unified online payment solution, can be configured in Zoho Books to collect payments seamlessly from your customers. You can collect payments securely using multiple payment methods and get payouts daily, ensuring smoother transactions for your business and customers. Zoho Payments is available in India and on early access in the US. Learn more here

Associate an Applicable Period for TDS Taxes [India Edition]

The Income Tax Department of India regularly updates TDS rates. To manage these changes, you can set an End Date for the existing TDS rates as updated by the government. Once this applicable period expires, you won't be able to associate the TDS rates in transactions. You can create new TDS rates instead. This way, you can update the rates as mandated by the government.

To set an applicable period for the TDS rates, go to Invoices. Select an invoice, scroll down to the total section and select TDS. Click the Select a Tax dropdown and click Manage TDS. You can then select the tax rate that you want to edit, enter the required details, and click Save.

 

Minimized View for Web Tabs

We’ve introduced a minimized view for Web Tabs. You can now access other modules while keeping track of  your web tab simultaneously.

To minimize a web tab, go to Web Tabs. Select a web tab and click the Minimize icon.


Assign a Company ID to your Customers and Vendors [Global Edition]

We’ve introduced a new field, Company ID, in the customer and vendor modules. You can now enter a company’s unique identification number when creating a new customer or vendor. 

For example, the SIREN is a unique 9-digit number that identifies a business or organization in France. You can add the SIREN number as a Company ID when you create a customer or vendor with a SIREN ID.


Integrate your Zoho Books Organization with Envia

By integrating your Zoho Books organization with Envia you can streamline your shipping operations. You can generate shipping labels, view real-time shipping rates, track orders, manage stock levels, generate comprehensive reports, automate repetitive tasks and much more.



Note: This integration is only available for organizations that have the Zoho Inventory Addon enabled.

Search Manual Journals by Customer or Vendors 

You can now perform advanced searches in manual journals with Customer or Vendor Name. Additionally, you can create custom views with Customer or Vendor Name.



To search and filter manual journals based on a specific customer or vendor, click the Search icon. Select Advanced Search from the dropdown. In the pop-up that appears, select Journals in the Search field and select a Customer Name and Vendor Name.

Customize Workflow Triggers

You can now automate workflows in other applications based on events or actions that occur in your Zoho Books organization. This feature allows you to create personalized workflows ensuring that the configured actions happen promptly based on the triggers you set.

For example, you can set up a trigger in Zoho Books that automatically creates a lead in your CRM when an invoice is generated.
Additionally, you can now export your workflow logs in CSV or XLSX format.



To learn more about creating custom workflow triggers, refer to this help documentation.

Other Feature Enhancements

  • You can now associate TDS with transactions at the line-item level [India Edition]
  • You can now filter the Activity Logs and Audit Trail report with base currency adjustment and opening balances.
  • The AR Aging Summary and AR Aging Details reports now include support for advanced filters, exporting the current view, and grouping the report by invoices, credit notes, and journals.

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

        • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

          I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?

        • Printing on 80mm bluetooth Pos Printer

          Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the

        • Trying to integrate gmail but google keeps blocking Zoho access for integration??

          hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

        • Which attribute in Zoho books invoice api represent branch attached to the invoice?

          Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

        • How to Billed from two different GST Numbers

          How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

        • How to hide Predefined views

          Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

        • Deleting Views

          How do you delete views? Please syd

        • Fixed Assets

          Where would I manage my fixed assets

        • Report on Assets

          Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

        • Purchase of Fixed Assets

          How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

        • Where is the Fixed Asset Register?

          I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

        • Kaizen #168 - Incremental Authorization

          Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

        • Configure Notes Title for Blueprint Transition

          It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

        • An update to improve email delivery | Email Authentication & Relay

          Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

        • Stop adding Default ID column to xls exports

          When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

        • Zoho cases and remote work api

          How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

        • Calendly does not show scheduled Meetings

          I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

        • I want the currency in my account to be Mexican pesos.

          Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

        • Year-End Wrap: Don't rewrite - Switch to Email Templates

          As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

        • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

          Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

        • How to view shared mailbox in Outlook

          How to view shared mailbox in Outlook or in another software

        • Necesito el código ZB para mi cuenta

          Hice cambio de servidor y no encuentro el codigo unico de cname.

        • Privacy error

          Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

        • Automate Backups

          This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

        • Customise Search Bar in CRM

          Is there a way to customise this search bar in the CRM to add fields?

        • Counting downloads of a file

          Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

        • Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

          When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

        • New Search Function

          Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

        • New permissions for accessing emails sent via Zoho CRM

          Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

        • Request for Alerts on Workflow and Function Changes.

          I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

        • Transfer Amount from One Vendor to Another Vendor

          One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

        • How to make Branch compulsory in Zoho Books invoice?

          How I make Branches compulsory in Zoho Books invoice?

        • Regarding GST Report Issue in Zoho Books

          Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

        • Default Ship To Address on Purchase Orders cannot be different than Organization Address

          Our organization address is not where we want shipments delivered, it is just a mailing address. We would like to change the Ship To address on our PO's so that by default it is our warehouse (not the mailing address). I understand that when creating

        • Function #57: Automatically group items in invoices based on categories

          Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

        • Differences between Zoho Books and Zoho Billing

          Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

        • unable to import transactions into zoho books

          I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.

        • Zoho Forms Unable to Save Account Numbers with a Leading Zero

          We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

        • How to include GST% in PO amount?

          Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.

        • Next Page