Zoho Books | Product updates | November 2025

Zoho Books | Product updates | November 2025

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience.

Making Tax Digital for Income Tax [UK Edition]

Zoho Books now supports Making Tax Digital for Income Tax for sole traders. This feature is part of the government initiative that requires self-employed individuals with qualifying income to maintain digital records and report business income and expenses every three months, instead of filing a single annual return.
Using Zoho Books, you can record your income and expenses digitally and connect your organization directly to HMRC. Once connected, Zoho Books displays your submission obligations and quarterly deadlines so you always know when an update is due.

Transaction Locking Restrictions 

We have introduced new restrictions to Transaction Locking. If you attempt to lock an accounting period that contains transactions with negative stock, Zoho Books will prevent you from locking it. Additionally, if a sales transaction falls within the lock period but its related purchase transaction that provides the stock is dated after the lock period, Zoho Books will restrict locking. Partial unlocking is also disabled for organisations that have inventory-tracking enabled items. Furthermore, if sales transactions are already locked, Zoho Books will not allow unlocking of the corresponding purchase transactions.

Translate Email Notification Templates 

We have introduced Email Notification Template Translations. You can now manage all translations within a single email template. You can configure the preferred languages your customers or users may use under Organization Profile, and also set a preferred language for each customer on their creation page.

If a translation exists for that language, the email content will automatically load in the corresponding translated version when you send an email to the customer. You can also view and switch between available translations while sending emails. For automated workflows, emails will be sent directly in the customer’s language. If a translation is missing for a specific customer language, the system will display a warning before sending.

To configure a list of languages that your customers or users might prefer, go to Settings > Organization Settings > Organization > Profile > Click the dropdown next to Communication Languages > Select the languages that you prefer > Click Save.


To set a preferred language for a customer, go to Sales > Customers, then create or edit a customer. Enter the necessary details, click the dropdown next to Customer Language, select the preferred language, and click Save.


Record Partial Payments for Retainer Invoices [UK Edition]

Zoho Books now supports Partial Payments for Retainer Invoices. You can record partial payments against retainer invoices, and the status will automatically update to Partially Paid until the full amount is settled. All payments received for a retainer invoice can be viewed from the invoice details page, where you can modify payment amounts, issue refunds, or delete payments. You can also filter your Partially Paid Retainer Invoices on the list page of the Retainer Invoices module. Additionally, we have added the option to search for Partially Paid invoices in advanced search. 

Generate QR Code for Profit Margin Scheme Transactions [Saudi Arabia Edition]

In accordance with ZATCA guidelines, a QR code will now be generated for Profit Margin Scheme transactions that fall under Phase 1 of E-Invoicing. As required by the regulation, the VAT amount will not be included in the QR code.

Sales Receipt Support in the Customer Portal

We’ve added support for the Sales Receipt module in the Customer Portal. Your customers now view both the list and detail pages of the sales receiptsin their portal. They can also forward, download, view attachments, print, and bulk download PDFs.

To enable Sales Receipts in the Customer Portal, go to Settings > Module Settings > Customer Portal > General > Check the option Display Sales Receipts in the portal > click Save.



Zoho Inventory Add-On Updates


Introducing Simple Approval for Purchase Receives

We’ve introduced Simple Approval for Purchase Receives. Users with approval permissions can submit, approve, reject, or update the status of a Purchase Receive from both the creation and details pages. Users without approval permissions can only submit the transaction for approval. Once approved, users with create access can mark the Purchase Receive as In Transit or Received.



Enhancements to Custom Field Value Inheritance

You can also inherit custom field values in Packages (from Sales Orders), Shipments (from Packages), Sales Returns (from Sales Orders), Purchase Receives (from Purchase Orders), and Credit Notes (from Sales Returns). 

Enhancements to Custom Buttons and Related Lists

We now support custom buttons and related lists for Transfer Orders, Purchase Receives, and Sales Returns.

Enhancements to Putaway and Move Orders

Comments & history is now supported in Putaway, and you can also create custom views for both Move Orders and Putaway. Additionally, you can filter transactions by Move Orders and Putaway on the item’s details page under the Transactions tab.


Other Feature Enhancements 

  1. Now, you can track inventory for items that are either sales-only or purchase-only. Sales-only inventory-tracked items will not appear in purchase transactions, and purchase-only inventory-tracked items will not appear in sales transactions
  2. We now support exporting the current view in the Timesheet module.
  3. Validation rules can now be configured for Manual Journals.
  4. You can now customize the names for PDFs in custom modules using supported placeholders, along with optional prefixes or suffixes. 
  5. We’ve introduced bulk update support for Vendor Credits. You can now select up to 25 vendor credits from the list view and update fields such as Branch, Order Number, Date, and Notes in a single action.
  6. You can now attach the e-Way bill PDFs when you send invoices or credit notes via email.


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

        • Kaizen #59 - Creating alerts and custom messages using Client Script

          Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?

        • Retainer invoice in Zoho Finance modlue

          Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

        • Is it really true that I can't set the default 'deposit to' account in 2025?

          I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

        • How do I see the total leads during a certain period?

          I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could

        • Function #46: Auto-Calculate Sales Margin on a Quote

          Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

        • Where is the Global Search field?

          I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of

        • API 500 Error

          Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

        • In place field editing for candidates

          Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

        • Default tax type for mileage?

          Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

        • Analytics Portal

          I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy

        • The Social Wall: October 2025

          Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever

        • Show price book list price

          When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price

        • Cliq File Upload

          While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible

        • Resizing a Record Template Background Inage

          Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when

        • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

          Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

        • Constant color of a legend value

          It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

        • What's New in Zoho POS - October 2025

          Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can

        • Loan and purchase

          My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for

        • Zoho Connect Module in Zoho Trident

          Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect

        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,

        • Feature enhancement: Highlight rows based on a cell value

          Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

        • File Field Validation

          Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

        • 100 record view limitation

          I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,

        • Fillable template with dynamic tables?

          Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

        • ZUG Meet-ups are back - Across India (December 2025)

          The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,

        • Categorise Attachments

          We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single

        • Scheduling a meeting for just a 1:1 phone call

          My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling

        • Need more details on API Usage Dashboard

          Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

        • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

          Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation

        • Finding missing records

          I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

        • Power of Automation :: Quick way to associate your Projects with Zoho CRM

          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 complex tasks and

        • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

          Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

        • Move orders scan ISBN

          Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS

        • What's New - October 2025 | Zoho Backstage

          Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.

        • Zoho Analytics - Feature Request For Time Based Data Source Fetch

          Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

        • Zoho People Attendance Regularization – Wrong Total Hours Displayed

          While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

        • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

          Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

        • AI generated meeting notes associated to Account or Deal

          As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability

        • Subform Disabled Fields Should Remain Disabled on Edit/View

          Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This

        • How do you print a refund check to customer?

          Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

        • Next Page