What's New in Zoho Books - July 2024

What's New in Zoho Books - July 2024

Hello users,

We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them.

Explore An Enhanced Reports Module

We've streamlined the Reports page to increase efficiency and accessibility. The new layout features a user-friendly list view, sidebar, and search options for effortless navigation. You can now enjoy a cleaner layout of the list page with simplified filters and a card-based design. You will also be able to customize and export your reports exactly as they appear on your screen.


Transaction Posting Date for Bills [India, Canada, and Global Editions]

Transaction posting date is the date on which the journal entry of your bill is posted. Note that the posting date should be greater than the bill date. If you are using the India edition of Zoho Books, you will be able to claim ITC for the items in the bill based on the posting date instead of the bill date.

To enable the Transaction Posting Date for your bills, go to Settings > Purchases > Bills. In the Field Customization tab, click the dropdown next to the Transaction Posting Date field and select Mark as Active.



Introducing the Free Plan [Germany Edition]

We have introduced the Free plan for users using the Germany edition of Zoho Books. This plan includes features like SKR standard of accounting, correction invoices, DATEV exports, VAT-compliant invoices, and more. Visit our pricing page to learn more about the features available in this plan.

Payment Form for Invoices [Mexico Edition]

In Mexico, a payment form is a mandatory field in e-invoicing used to specify how the transaction will be settled. Common payment forms include cash, credit card, and bank transfer. This field must be included in the invoice to meet the standards set by the Mexican tax authority (SAT).

To add a payment form in Zoho Books, go to Sales > Invoices. Create or edit an invoice, select PUE or PPD as the Payment Method, and choose the appropriate Payment Form.


Export Your Chart of Accounts in XML Format [Mexico Edition]

To comply with SAT (Servicio de Administración Tributaria) regulations from the Mexican government, we have enabled the Account Group Code field for your chart of accounts. You can enter the code provided by SAT and export your accounts in XML format for electronic accounting.

To enter the Account Group Code for an account, go to Accountant > Chart of Accounts. Create or edit an account and enter its Account Group Code or select it from the dropdown.


Other Feature Enhancements

Estimates to Quotes Migration

You can now migrate "Estimates" to the term "Quotes" as it accurately reflects the module's function of offering fixed pricing for items and sending legally binding documents. Only the module's name, "Estimates", will change to "Quotes", and the actions such as creating, sending, and managing your estimates will remain the same. Once you've made this change, all the new templates will be named "Quote", and you can edit the existing estimate templates to reflect the same.


Enhanced Keyboard Shortcuts

We have made some improvements to the shortcut feature in Zoho Books, with an enhanced interface so you can customize your shortcut keys, disable preferred shortcuts, and reset any edited keys to their original settings. Note that the customizations made to your keyboard shortcuts will not be applicable for other users in your organization.


Quick Create Menu for Custom Modules

We have now included the Custom Modules group in the Quick Create menu on the top band so you can create records in your custom modules from any page in Zoho Books directly.

To create a new record for a custom module, click the Quick Create icon on the top band. In the Custom Modules group, click the Add icon next to the custom module you want to create a record for. This will redirect you to the respective creation page where you can enter and save the details of the new record.


Overwrite Imported Data Based on Custom Fields

You can now overwrite imported file details based on custom fields created for the corresponding module. This option is available when you import items, customers, vendors, or custom modules.


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

    • Manage customer access across multi-brand help centers

      Hello everyone! Managing customer's access across multiple brands has been streamlined with the ability to invite, reinvite, approve, reject, and deactivate contacts individually for each help center brand . This enhancement gives administrators precise

    • White Label certificate

      Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it

    • Unusual activity detected from this IP. Please try again after some time

      When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help

    • How to add a new domain in my account?

      Probably zoho has the worst UI in the market. Cannot add a new domain to manage a new email address.

    • Report sorting not working

      I make extensive use of Summary reports and Pivot Tables. Most of these reports are structured such that I have several columns of "information" data that I want displayed, followed by one or more "Data" summarizations. For example, I have the following

    • New Enhancements in Wizards

      Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in Wizards

    • Find and Merge Duplicates to trigger webhook

      My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,

    • Charting the 2025 Voyage: Zoho Invoice's Year in Review

      2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.

    • How to Hide System-DefinedTemplates in Service Report

      Is there any option available to hide system-defined templates? these templates are causing confusion for field users.

    • WhatsApp Report in Bigin CRM

      Reporting feature for Bigin CRM’s integrated WhatsApp that provides insights such as: Number of WhatsApp conversations closed Number of messages sent and received Number of conversations replied to Response and closure metrics for WhatsApp chats More

    • Issue with Azure DevOps Integration in Zoho Flow

      Hello, All workflows between Zoho Flow and Azure DevOps have stopped working for several days now. Upon further investigation, it seems that the connection to Azure DevOps is no longer directly supported. Indeed, Microsoft has deprecated the Azure DevOps

    • Narrative 16: Simplify with workflows

      Behind the scenes of a successful ticketing system: BTS Series Narrative 16: Simplify with workflows What is a workflow? A workflow organizes business tasks in a defined sequence that makes each step clear to all participants. This ensures work is completed

    • Zoho Invoice Customer Login Portal

      Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.

    • Random Leads are being created

      Hi, Every few days I am getting random leads that are being created with no form interactions at all. The email addresses are from obvious spam, such as 'Easymerchantsx'. When I look at the timeline, there is a Visit record and then a Lead Created record,

    • Print a price list or price book

      Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

    • Bar Chart -- sort X-axis

      Hi! I created a bar chart ("Top 10 Products by Revenue") X-axis: Product Name Y-axis: Revenue Filter: Revenue - Top 10 Here's a picture: http://screencast.com/t/ZTJlZTdkNz The x-axis is sorted alphabetically by Product Name. How can I force it to sort numerically by Revenue?

    • ZoHo Flow Custom Function not Processing JSON

      JSON is being escaped and converting all the quotes in the JSON to '"' Here's the Code: void InsertRowInE123EligibitySheet(map input) { rawData = get("data",""); decodedData = rawData.htmlDecode(); data = decodedData.toMap(); sheet_id = "ID GOES

    • Managing functions

      Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created

    • Zoho FSM - Service Appointment Trouble Adding Field Agent

      Hello, I just started using Zoho FSM and I'm currently adding older work orders from prior Field Service application I use. The work order that im trying to add is from an earlier date, and when I try to add a field agent to a service appointment it does

    • 年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。

    • How do I get my account id?

      Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts

    • Zoho Quartz Screen Recording

      Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

    • auto close automated alert tickets which are similar

      Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolves

    • Maintain knowledge base integrity by moderating article comments

      Hello everyone, A knowledge base provides a self-service platform where customers can refer to articles, user manuals, and other resources to learn about the company's products or services and troubleshoot problems. Often, readers leave a comment on the

    • Making another calendar your default calendar

      I am trying to make another calendar my default calendar when I add events to it. It keep going to a single calendar, I need it to go to my google calendar by default, as this is linked to other services / websites. I cannot find an option to make it

    • Option to Delete Chats in IM

      Currently, there is no option to delete any chats in IM, regardless of their source.

    • Referencing a cell from another sheet

      My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result by

    • Group mail for external email addresses

      Hello, I was just wondering if the Group mail feature works with external email addresses - e.g. gmail.com or a completely different domain? it seems only internal addresses (hosted with Zoho) receive the mail. Thanks, Oliver

    • The email address you have entered belongs to a different deployment/region.

      Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below -  The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward

    • Use Zoho Flow Credits for CRM ‘Actions by Zoho Flow’

      Hello Team, We would like to submit a feature request regarding credit usage for “Actions by Zoho Flow” in Zoho CRM. Use Case: We are Zoho One users and actively use Zoho Flow, where our organization has 52,000 Flow tasks per month. In Zoho CRM, we use

    • Unusual activity detected from this IP. Please try again after some time.

      Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.

    • Alert if a field is ticked.

      Hi There, We have two modules named Opportunities (Deals) and End Users (CustomModule1), as per the image below. Within Opportunities, we have a lookup field that looks up from the End Users Module. We are looking to get an alert either via email or another

    • Zoho CRM Analytics - Allow To Reorder Dashboards

      I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

    • Sending a Template to Sign

      hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_name

    • Adding Choices in a Sub-Form Dropdown

      Hi, Has anybody tried Adding Choices to a Dropdown in a Zoho Creator Sub-Form programmatically? My Deluge code adds rows to a subform with 2 fields A and B. A - text field. B - dropdown. My Deluge script adds the row and displays A successfully. For the

    • Zoho CRM Email Templates 100% Width No Background How?

      Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this? 

    • Checking client unsubscribe details

      Hi team, Can you please let me know where we can check if a client has unsubscribed, along with the date and time it was done? If this information is not available at our end, please help confirm the unsubscribe date for the below email ID from the backend:

    • Cancel zoho one only want to keep zoho vault

      Hello, I would like to cancel my Zoho One subscription and continue using only Zoho Vault. Please ensure that all existing data in Zoho Vault remains intact and is not removed. This month will be my final month under the Zoho One subscription. Thank

    • Scan and Fill CRM Lookup Field

      Not sure if there is a reason why this isn't possible or if I'm just missing it. But I would like to be able to use the scan and fill feature on the mobile app to prefill the CRM lookup field and fetch the rest of the data in the form.

    • Customer Management: #2 Organize Customers to Enhance Efficiency

      When Ankit started his digital services firm, things felt simple. A client would call, ask for a website or a one-time consultation, Ankit would send an invoice, get paid, and move on. "Just one client, one invoice. Easy.", he thought. Fast forward a

    • Next Page