What's New in Zoho Books - September 2024

What's New in Zoho Books - September 2024

Hello users!

We are excited to be back and share our new features and enhancements with you! You can now add criteria to custom buttons, include taxes in purchase transactions, print or download e-Way bills, and much more. Let’s explore this month's updates in Zoho Books designed to elevate your experience. 

Introducing the South Africa Edition of Zoho Books

We’re excited to unveil our latest edition of Zoho Books, packed with new features and enhancements tailored to meet your accounting needs.

We have enabled features like VAT, capital goods and services, and HSN codes. You will also be able to access the VAT201 report, a new VAT audit report, and a feature to record any penalties applied to VAT payments.

If you are an existing customer, you can easily migrate from the Global edition to the South Africa edition using our Edition Migration Tool. Start exploring this edition to streamline your financial management.


Demo Account for Kenya Edition

We’ve launched a demo account with VAT functionality enabled, including the configuration of VAT rates and rules. You can also choose One Source as the default ETR device. The account includes sample sales transactions, such as invoices and credit notes, configured according to e-invoice requirements.

Additionally, we’ve enabled VAT returns to be generated for a specific period in the VAT 3 return format and allow you to record payments for such returns.

Tax for Purchases Transactions [US Edition]

You can now create and apply taxes for your purchases transactions and use the Tax Paid Expense account to track them.



Extension Settings in Zoho Books Developer Portal

We're excited to introduce Extension Settings in the Zoho Books Developer Portal, which allows you to configure key options such as the Extension's Secret Key and Redirection Domain.

The extension's secret key is a private key known only to the extension developer and Zoho, providing an additional layer of security. For example, in payment gateway extensions, this key is used to sign payment requests along with the user's password. The same key will be used for other unauthenticated calls where necessary.

The redirection domain allows you to specify a domain to which users will be redirected once the extension is installed. This is particularly useful for maintaining navigation continuity, especially when dealing with external extensions. You must ensure that the redirection domain and the installation_redirect_url's domain match.



Enhance Your Keyboard Navigation

We have introduced a new Navigate-to feature in Zoho Books to improve navigation for users relying on keyboard navigation or accessibility users. Once the app loads, you can activate this feature by pressing the tab key or using the shortcut (Option or Alt) + 0.

This feature allows users to bypass repetitive content and jump directly to the main content of the page. For instance, if you want to navigate to the Total Receivables in the Dashboard section in your Zoho Books organization, you can select Main Content from the Navigate To dropdown and skip the tedious process of navigating all through the headers and sidebar.



Branch Specific Value Differences in Journals

You can now view the differences in the credit and debit values for every branch associated with the line items of a manual journal. The branch-specific value difference will be displayed on the details page of the manual journal after you save it.



Set Criteria for Custom Buttons

You can now set criteria for custom buttons. By adding criteria, you will be able to control their visibility and restrict access based on specific conditions.

To add criteria to a custom button, go to Settings> Select a Module> Custom Buttons> +New> Create a custom button. Under When to show this button?, select Show based on criteria and click +New Criteria.




Print/Download e-Way Bills [India Edition]

We have now introduced the option to print or download e-Way Bills as PDFs in a simplified format. This option is available for generated, cancelled, and expired e-Way Bills.



Bulk Download e-Invoices in JSON Format [India Edition]

You have the option to download invoices in the JSON file, which can then be uploaded to the e-Invoice portal to generate e-invoices directly, without any modifications.

To download invoices in the JSON format, go to Invoices> Select one or multiple invoices> More> and click Export as JSON for E-Invoicing.


Import Vendor Credit Notes [India Edition]

You can now import your vendor credit notes in Zoho Books. The imported files can include details such as GST, TDS, and TCS, along with the vendor details, item details, taxes, and reference bills.



Other Feature Enhancements

You can now filter the advanced search based on specific modules using either default filters or custom views.
  • We have enhanced PUT API to support updates or upserts using unique custom fields rather than just primary key values. This change will streamline integrations by allowing updates via a custom field that stores the third-party integration's primary key value.
  • We have aligned the Chart of Accounts module with the Plan Comptable Général (PCG) standard to comply with the common accounting principles in France. [Global Edition]
  • We have launched TheCourierGuy shipping integration in Zoho Books. You can use this integration to connect customers with various shipping carriers and streamline your shipping. [South Africa Edition]
  • You can now buy e-invoice stamp add-ons directly from the store admin page for Zoho One and Finance Plus bundle apps. If you are a partner or a store admin, you can conveniently buy these stamps from the store admin page. [South Africa Edition]


We hope you like the new features and enhancements in Zoho Books! Take some time to explore the app and try them out. We’ll be back next month with even more updates, as we continually strive to meet your expectations. 

You can also visit the What's New timeline for byte-sized information about our previous feature updates and enhancements. Your experience as a user is important to us. If you need any assistance, feel free to reach out at support@zohobooks.com.

Best regards,
The Zoho Books Team

    • Recent Topics

    • Webhook when estimate is refused is not firing

      Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Create a custom button to modify custom fields in zoho Inventory

      I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere

    • How to add a record for a different report

      I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and

    • Webhook 'when estimate is refused' is not firing

      Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

    • Amazon Integration

      Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

    • Link project tasks to tasks in CRM and/or other modules.

      Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks

    • Count the NUMBER of Contacts for an Account automatically

      Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,

    • How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings

      Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called

    • geographic search filter in map view

      Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the

    • Announcement: Upcoming changes to the permission grant flow for OAuth apps

      This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant

    • Add Google Workspace Module to Zoho Flow

      Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and

    • How do i remove the Powered by Zoho logo from my careers page

      Can I remove this? ​

    • Totals on Pivot Table

      Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

    • Team Inbox is not working AGAIN

      I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable

    • HOW TO USE ZOHO

      IDK

    • Zoho account sign in with passkey

      Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

    • Pivot table with Text values - "Matrix Report"

      User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • Can Wisestamp email signature be use with Zoho mail?

      Does a Wisestamp email signature work with Zoho mail?

    • WiseStamp

      WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim

    • Power BI connector (Zoho Creator) to Zoho Projects

      How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?

    • Update your Google connection with Zoho TeamInbox

      Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who

    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

    • Integrating Quotes with leads Information

      Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes

    • Unknown error occurred

      Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.

    • Zoho one

      I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?

    • Dialing Microsoft Teams Phone Service via Zoho CRM

      I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

    • Emailing lookup field but placing this as an ID or number rather than text

      Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

    • Search mails in shared mailbox

      Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

    • User Emails Blocked

      Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.

    • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

      The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting

    • Is it possible to hide Developer Space for all user in Zoho Projects

      Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

    • API (v2) Search Criteria using CONCAT

      With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

    • Weekly Tips: Stay Focused with Email Snooze!

      New Year, New Resolutions Being back at work also means being back to the constant barrage of messages from work and clients. The constant flood of incoming emails can lead to the missing of important messages, especially when you can't respond right

    • Schedule Zoho CRM reports only on Business Days

      Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

    • Zoho Payroll's Year in Review 2024

      As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Multiplying Weight of product by Quantity

      I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report that

    • Next Page