Hello users,
We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience.
Integrate Zoho Books with EmaraTax for Seamless VAT Filing [UAE Edition & US DC]
Zoho Books now integrates with
EmaraTax, the UAE Federal Tax Authority’s official VAT filing portal, allowing businesses to file VAT returns directly from within Zoho Books.
Introducing the Self-Employment Summary Report [UK Edition]
We have introduced the Self-Employment Summary Report for sole traders to simplify self-assessment filing. The report helps organize business income and expenses, providing details needed to complete SA103F or SA103S forms for HMRC. By default, the SA103F format is shown with a drill-down summary of accounts, and it calculates business income, expenses, and net profit or loss.
Introducing PayNow Payment Method
We now support PayNow as a payment method via Stripe integration. PayNow is a Singapore-based payment option that lets your customers pay in SGD by scanning a QR code through supported banks and non-bank financial institutions.
Note: This payment method is not supported in the India edition of Zoho Books.
Apply Journal Credits to Invoices and Bills in Other Locations
You can now
apply the journal credits that you create for a customer to the invoices and bills of the customer in other locations of your organization.
Introducing the Inventory Adjustment Summary and Inventory Adjustment Details Reports
We have introduced the Inventory Adjustment Summary Report and Inventory Adjustment Details Report to provide better insights into inventory adjustments. Both reports support customizable columns, advanced filters, multilevel grouping, custom reports, and scheduling.
Zoho Inventory Add-On Updates
Set Up Workflow Automation for Packages and Shipments
We now support workflow automation for packages and shipments. You can define execution criteria and configure workflow actions such as email alerts, custom functions, in-app notifications, webhooks, and field updates.
Skip Carrier Email Notifications for Shipments
You now have the option to choose whether shipping carriers send email notifications to your customers. By enabling the Skip Email From Carrier option on the shipment creation page, your preference is saved and automatically applied to all future shipments.
Introducing the Picklist Summary Report and Picklist Details Report
We have introduced the Picklist Summary Report and Picklist Details Report to provide clear insights into picklist data. The Summary Report gives a comprehensive overview of all picklists within a selected date range, while the Details Report offers item-level information. Both reports support customizable Show/Hide Columns, advanced filtering, multi-level grouping, export options, and scheduling for easier analysis and reporting.
Enhancements to Packages, Shipments and Picklists
Zoho Books now lets you enter the e-Way Bill Number when creating shipments with Delhivery.
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You can now create Custom Buttons, Custom Links, and Related Lists for Packages, Shipments, and Picklists.
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You can also create custom fields with Lookup and Attachment data types for packages and shipments.
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You can customize the layout of packages and shipments by creating custom PDF templates.
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You can also create custom views for shipments.
Other Feature Enhancements
We now support Dimensions and Weight columns in the Items List View page.
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You can now customize email templates for online vendor payments.
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We now support In-Transit status for purchase orders in the list and details views.
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We also support WhatsApp notifications for purchase orders.
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.
Best regards,
The Zoho Books Team
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