What's New in Zoho Books - August 2024

What's New in Zoho Books - August 2024

Hello users,

We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this August.

Update Reports Permissions


We’ve enhanced report permissions in Zoho Books to make your organization more secure. For new organizations, you will need to give access to both reports and the related modules while creating roles. For existing organizations, you will get a notification and should edit the roles missing these permissions. We’ve also added a "Skip Module Access" option so you can share reports with specific users without enabling module permissions for them.


Create Custom Dashboards


You can now customize your dashboards using predefined components, marketplace widgets, and reports. You will be able to reorder, edit, delete, and resize the charts and components in the dashboard. You can also mark your custom dashboards as favorites and manage dashboard permissions for your users. Please note that this feature is only available for the Elite and Ultimate plans of Zoho Books.


Migrate to Kenya Edition  [Kenya Edition]


We have introduced a new migration tool that allows you to migrate your Zoho Books organization from Global to Kenya edition effortlessly. This tool will appear at the top of the left sidebar if certain prerequisites are met and highlights the features available in the Kenya edition. You will also be able to disable all unsupported preferences with a single click.

If your organization has no existing taxes, the migration will occur immediately. If there are existing taxes, you will be able to replace them with edition-specific taxes or delete them.


Add Dispatch From Address [India Edition]


A dispatch address in Zoho Books is the location from which your goods are shipped. For e-Invoice enabled organizations, you can include this address in templates and PDFs of invoices and credit notes. It supports various templates like Spreadsheet, Spreadsheet Plus, Spreadsheet Lite, and custom templates.

To enable this feature, go to Settings > Customization > PDF Templates > Templates > Invoices/Credit Notes. Edit a template that supports dispatch addresses and check the Show Dispatch From Address box in the Transaction Details section.


e-Invoice QR Reader App [India Edition]


We have introduced the e-Invoice QR Reader app for iOS and iPadOS users of Zoho Books. This app scans, decrypts, and validates your e-Invoice QR codes in compliance with India's tax regulations.

Every e-invoice generated in the GST portal has a unique QR code containing crucial details such as the GSTIN and seller information. When you scan a valid QR code using the app, it displays essential invoice details like the organization name, GSTIN invoice date, total, and tax total. If an invalid QR code is scanned, the app immediately notifies the user. Download the E-invoice QR Reader app today to streamline your e-invoicing process.


Wio Bank Integration [United Arab Emirates, Saudi Arabia, Bahrain, Kuwait, Qatar, Oman Editions]


Wio is a digital finance platform licensed by the Central Bank of the UAE that offers personal and business banking services. If you have an account with Wio Bank, you can connect it with your Zoho books organization. Once you connect your bank account, you will be able to automatically fetch your bank feeds to Zoho Books without a third-party service provider.

To connect your Wio Bank account with Zoho Books, go to Banking > Add Bank or Credit Card > Wio Bank PJSC and then click Yes, Configure bank account in the popup that appears.


VAT Carry Forward [Kenya Edition]


Zoho Books now supports VAT carry forward in the VAT3 return, which allows you to carry forward excess VAT from one tax period to the next. If the current VAT value is claimable, you can select the carry forward option, and the amount will be reflected in Box 17. This allows businesses to use the extra VAT from past periods to reduce their future VAT payments and report taxes accurately.

Late Payment Penalties for VAT [Kenya Edition]


In Kenya, late VAT payments incur a 10% penalty, and the Kenya Revenue Authority (KRA) adds another 20% penalty on unpaid amounts. To handle this in the VAT3 return, we've introduced a new flow. First, the total tax due is recorded in the VAT Payable Account, whereas the penalties and interest will be tracked in an expense account. Finally, these amounts will be settled using a specific bank account to ensure financial balance.

TDS Receivables Summary Report  [India Edition]


We have introduced the TDS receivables summary report that summarizes the total TDS deductions made on invoices, bills of supply, customer debit notes, and credit notes in your organization. Additionally, the report can be grouped based on customers or TDS sections , and the columns in the report can be customized. You can use this report to verify the TDS amount deducted and reported in your Form 26AS.
 
To view your Tax Receivables Summary report, go to Reports > Taxes and select TDS Receivables Summary.


Enhanced Barcode Templates

We have made some enhancements to the barcodes in Zoho Books. Now, you can add fields like MRP (Maximum Retail Price), Organization Name, and Company Logo to your barcode templates. Additionally, you can now add units (e.g., kg, litres, pieces) to barcodes, displaying the item's measurement information along with your organization name.

To enable these features in your barcode templates, go to Settings > Items > Field Customization.


Other Feature Enhancements

  • Use custom fields to search for manual journals in the advanced search bar.

  • You can now calculate custom formula fields for all existing records, not just new or edited ones. Once the existing records are updated, you'll receive a notification.

  • Export your manual journals in bulk faster by processing files in the background and sending them to your primary email.

  • You can now include the Maximum Retail Price (MRP) of an item while creating or editing it. [India Edition] 

  • You can now apply Tax Deducted at Source (TDS) in your quotes, sales orders, credit notes, recurring invoices, purchase orders, and vendor credits. [India Edition]

That's it from us for this month's product updates! We hope the latest enhancements are helpful for your business. You can also visit the What's New timeline for byte-sized information about our previous feature updates and enhancements.

We'll catch you in next month's product updates. Until then, if you require any assistance or need clarifications, feel free to write to us at support@zohobooks.com, we'd be happy to help!


Best regards,
The Zoho Books Team





    • Recent Topics

    • Marketer's Space: Why mobile optimization deserves a place in your email strategy

      Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,

    • Collections Management: #6 Realign Customers who gets back In-Term

      Arun stared at the subscription list on his dashboard. Another account had just been moved to Cancelled status after completing the whole dunning process. Nothing unusual, just that payment failures happen, retries fail, and cancellation is the expected

    • Zoho Mail IP Blacklist

      I need problems with send mails: Error: junk mail rejected - sender4-op-o10.zoho.com 136.143.188.10, is in RBL. Spamcop. Please remove FQDN for blacklist. Regards.

    • I can receive but not send emails

      Hello, I've been not able to send emails for almost a year now. I been using alternate email to do this. I want to know how to fix this so I can use my zoho account normally again.

    • The challenge of 24/7 connectivity: Being present and meeting customer expectations

      Before television entered our homes, radio was our window to the world. We had to tune carefully to catch voices from distant places. When television arrived, the world began to grow smaller. We can watch rocket launches, see the goal that wins our favorite

    • How to download all attachments from inbox, send, other folders in one go

      Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me. Thanks in advance.

    • Cannot connect mail accounts to Thunderbird

      Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate

    • Alias Email Id already exists

      Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,

    • Unable to connect to smtp server, connection timed out

      Hi Team, I am facing below issue, while sending out emails from thunderbird client. It used to work, facing this issue from morning. Error: Sending of the message failed. The message could not be sent because the connection to Outgoing server (SMTP) smtp.zoho.com

    • javax.mail.authenticationfailedexception 535 authentication failed

      Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

    • DKIM Verification Failed (Namecheap)

      Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!

    • Emails stuck in Queue

      Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks

    • Soft Bounce from transational emails from BREVO (Sendinblue)

      I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to

    • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

    • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

      We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

    • Getting an error Address not found Your message wasn't delivered

      Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not

    • Support Uploading YouTube Videos Longer Than 60 Minutes

      Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

    • Need Faster Help? Try Live Chat Support

      Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

    • Can't deactivate Spell Check

      Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus

    • Zoho Toolkit Email Signature Generator

      I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?

    • Company Policy Upload - Request All EE to review and sign

      How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that

    • Zoho Sign Global Settings vs. Template and Document

      Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return

    • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

      Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant

    • Can't login to Zoho mail

      I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few

    • Zoho IP blocked by SpamCop

      Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI

    • 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

    • Insert Image into Notebook page

      Prior to today, I could add images to my notebook pages. Today when I tried to do this I got an error message that said something like, "There's been a problem on our end. Try again later." So, I've tried all the ways I know how, but I can't insert an

    • Custom validation in CRM schema

      Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

    • No Ability to Rename Record Template PDFs in SendMail Task

      As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

    • Server error when trying to Data > Sort > Custom Sort

      Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."

    • To Assign a genrated pdf to a file upload field using delug

      content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];

    • TArgets To Accounts (Modules)

      How can i set sale target to Customers (Accounts Module)

    • Breaking barriers with multilingual WhatsApp templates in IM

      Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • How to share private Opportunities with whole org at an account level

      Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the

    • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

      Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

    • Problema Verificacion con proveedor NIC.AR

      No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?

    • How to remove some users in zoho accounts

      How to remove some users in Zoho accounts.

    • Next Page