Critical Feature Gaps Between Zoho Books and Zoho Finance Module in CRM

Critical Feature Gaps Between Zoho Books and Zoho Finance Module in CRM

We are extensively using Zoho Finance Module in our organization because of The Record Sharing feature provided by CRM something thats not possible in Books, we are able to limit what Sales Orders, Purchase Orders, Estimates an employee can see based on different rules using that feature, we have completely moved our sales team from Books to Zoho Finance Module.

But there are some limitations and Technical Issues in Zoho Finance Module within the CRM that keeps causing issues for us.

I have gathered and listed most important issues for us.


No Ability to access Zoho Finance Module without Zoho Books access

We are using CRM Data Sharing Rules to Limit what estimates, SOs, POs, Invoices can each employee see in the Zoho Finance Module

But if they just login to Books they can see all the data. If we remove their access of Books, they cannot use Zoho Finance Module as well 

We need to have the ability for employees to be able to access Zoho Finance Module in CRM without access to Books.

Cannot Sync attachments Between Books and Zoho Finance

If there’s an attachment field in Zoho Books it doesn’t appear in Zoho Finance, we cannot sync files between Zoho Finance and Books

In books we can add field level attachments

But it's not possible from Zoho Finance


 Also Record Level attachments are not synced between Books and Zoho Finance 


Account/Customer Owner Doesn’t Sync Automatically

If a new Account is created in CRM, it gets synced with Books, the details get synced except the customer owner.
Why can’t Books automatically assign the account owner as customer owner?

You must go to Books and manually assign the Customer Owner again
This is redundant, frustrating and time consuming.


Company logo is not synced

Company Logo doesn’t get synced between books and Zoho Finance so invoices, sales orders, estimates, purchase orders show image not found error

 In Zoho Finance we get an Image not found error



But the logo can be seen in Zoho Books



Statutes not fully synced

Zoho Finance only syncs a subset of statuses

For example, if a Sales Order is Approved – Zoho Finance just shows it as Draft or Sent, if an Invoice is Overdue, It just shows as Sent, many important statuses are not supported by Zoho Finance

here I have an invoice thats overdue

 

But in the List view Status it will just say Sent, and filters for overdue dont work as well 

Another Example:

Here I have a Sales Order that's approved


But the status will just be Draft



Cannot approve or reject within Zoho Finance

No ability to approve or reject Sales Orders, Purchase Orders, Invoices or Estimates within Zoho Finance


Cannot delete records within Zoho Finance

No ability to delete Sales Orders, Purchase Orders, Invoices or Estimates within Zoho Finance


No support for Client Script

No ability to add custom validation logic using client script in Zoho Finance Module

    • Recent Topics

    • Using gift vouchers

      We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

    • Automatically updating field(s) of lookup module

      I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

    • Zoho Commerce and Third-party shipping (MachShip) API integration

      We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

    • Adding custom "lookup" fields in Zoho Customization

      How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

    • Can you import projects into Zoho Projects yet?

      I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Automation #10 - Auto Assign Ticket based on Keywords

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing

    • Automate attendance tracking with Zoho Cliq Developer Platform

      I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

    • Reusable Custom Functions Across Department Workflows

      Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.

    • Don't Allow Customer to Edit Values After Submitting Ticket

      After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.

    • Analytics <-> Invoice Connection DELETED by Zoho

      Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

    • text length in list report mobile/tablet

      Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

    • Automation #4 - Auto Delete Tickets based on Rules

      This is a monthly series in which we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Unwanted tickets spamming

    • Zoho Community Digest — Enero 2026

      ¡Hola, comunidad! 🌟 Aquí os traemos las novedades más interesantes de Zoho durante este mes de enero, incluyendo actualizaciones de productos, integraciones y un recordatorio sobre los workshops certificados que vuelven a España. 🎓 Eventos y Comunidad

    • Automation #3 - Auto-sync email attachments to tickets

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

    • Automation #11 - Auto Update Custom Fields with Values from Emails

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Automation #13 - Auto assign tickets based on agent shift time

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

      Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,

    • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

      Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

    • Automation#19:Auto-Close Tickets Upon Task Completion

      Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,

    • Automation #15: Automatically Adding Static Secondary Contacts

      Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

    • Improved UX design for Projects CRM integration

      The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific

    • Link Purchase Order to Deal

      Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

    • Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics

      Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer

    • Security Enhancements | Migrate to the Updated Policies

      Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the

    • Bring Zoho Shifts Capabilities into Zoho People Shift Module

      Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

    • How to block a WhatsApp user for sending spam

      Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

    • Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending

      Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

      Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to

    • Automation#20 : Auto-Add Ticket Tags based on Keywords

      Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

    • Automation#21: Track Ticket Transfers Across Departments

      Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between

    • Email Integration - Zoho CRM - OAuth and IMAP

      Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

    • Homepage not assignable to group

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • Automation#22 Track Ticket Duration at Specific Status

      Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

    • Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

      Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and

    • Address changes in quote form

      When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are

    • Next Page