We are thrilled to bring you all the updates that we were working on over the past months. We have enhanced Zoho Payroll to be intuitive and easy to use so that both employers and employees have a great payroll experience. Here are the significant updates we've brought to Zoho Payroll:
HSBC Direct Deposit
If your organisation has an HSBC corporate account, you can now directly integrate it with Zoho Payroll and deposit salaries directly into your employee bank accounts.
Once you approve the pay run for a particular period, you can initiate the salary payment via HSBC. After the payment is authorized, salaries are transferred to employees immediately. Learn More Note: NEFT will be the default payment mode for the payments initiated from Zoho Payroll using the HSBC integration. If payments are initiated during non-business hours, the payments will be processed only on the next business day.
Here's a quick video that will walk you through the HSBC Direct Deposit integration.
HSBC integration
Add Non-Employee as Tax Deductor
You can now add a person who is not your employee, such as a third-party accountant or auditor, as a Tax Deductor in Zoho Payroll. The tax deductor will be responsible for remitting your tax to the government. Additionally, you will have to provide details such as the Deductor's name and designation.
To add the tax deductor, go to Settings > Taxes > Select Non-Employee as Tax Deductor.
Adding Non-Employee as Tax Deductor
User Permissions for Approvals
Configure permissions such that only users who belong to roles that have approval permissions will be able to access those related modules.
To configure user permissions for approval: Go to Settings > Users & Roles > New Role. Next, select the modules and the level of access you want to provide for the role.
Approval User Permissions Updates Related to Proof of Investments
- Filter employees who are yet to submit their Proof of Investments. Once you filter the employees, you can also export them in XLS, XLSX, and CSV formats.
- If you want to remind your employees to submit their Proof of Investments, you can now send them a system-generated email reminder.
- Previously, once admins configured the tax regime, they would not have been able to change it. Admins can now switch between the old and new tax regimes while recording the IT declarations and Proof of Investments, provided you've configured preferences to change regimes.
- You can mandate employees to upload attachments while submitting their Proof of Investments.
- In addition to uploading Proof of Investments in other formats, you can also upload .zip files.
New Form 24Q Format
The Central Board of Direct Taxes (CBDT) has introduced a new Format for Form 24Q. Zoho Payroll now supports the new format and the text files will be generated automatically in the new format.
Unique Identifiers for Loans
When you record a loan, Zoho Payroll will automatically assign a unique number to the loan. This number will help you to search and find a particular loan quickly.
If you are importing loans, loan numbers are mandatory. So, ensure the files you upload have loan numbers in them. If the imported loan numbers match the existing loans in Zoho Payroll, the existing loan will be updated with the imported details.
Unique Identifier for Loans
View Vehicle and Driver Perquisites
You can view the vehicle and driver perquisites in the Perquisite section of an employee's Salary Details. In this section, you will be able to view the vehicle and driver perquisite that will be added to payroll every month.
To view vehicle and driver expenses, go to Employee > Salary Details > Perquisites.
Viewing Vehicle and Driver Perquisites
Updates to Reports
We've added three new reports: the FBP Declaration Report, Investment Declaration Report, and Proof of Investment Report. These reports will help you view employees' declaration and investment details.
- FBP Declaration Report: This report lists the employees who have declared their FBPs. The report also provides the earnings and reimbursement details. You can view the report from any particular date.
- Investment Declaration Report: This report lists the employees who have declared their investments. Additional details such as the Total Chapter VI-A amount, total allowance and HRA income amount, and total Direct Tax amount will also be listed in this report. You can view the report from any particular date.
- Proof of Investment Report: This report lists the employees who have submitted their proof of investments. You can view the report for any given financial year.
Employee Portal Updates
We've made some changes and rearrangements and introduced new modules to enhance your employee portal experience.
- We've now introduced the Documents module in the left sidebar, where your employees can view and download their pay slips and Form 16.
- Your employees can view notifications when Flexible Benefit Plan, Reimbursement Claims, Income Tax Declarations and Proof Of Investments are released or locked and when pay slips are released.
- View the preview of reimbursement when you upload it.
- Employees can now view TDS worksheet and Pay Slip details such as Earnings and Deductions.
- Employees can now add claims for their bills from the home page of the employee portal.
- If you have any queries related to Section 80DDB, you can use the Learn More link in the Investments module for more details.
Note: The product updates listed above are the significant features and enhancements we've released from January 2022 to October 2022. However, you can view all the enhancements from our What's New timeline. From December, we will inform you about the product updates regularly in this space - as and when they happen.
That's a wrap for now! We are always eager to hear your suggestions so we can help you better. If you have a feature request, please share it in the comments below.
If you require assistance, please write to us at support@zohopayroll.com, and we'll get back to you. Stay tuned for more updates from Zoho Payroll!
Regards,
The Zoho Payroll Team
Recent Topics
Mail Search Not Working
Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android
Password should not contain sequential characters
How can I avoid this? How do I even disable it. On my password policy page, it's all blank, so I don't know why I'm even getting this error now.
Same phone number for more than one account.
Hi there, I am a webdeveloper specialising in providing websites, webhosting and email solutions for my customers. I have signed up a number of my customers to Zoho Mail in the past, and a couple of these have grown into a paid package for Zoho CRM. As
Is there a live chat for Zoho mail?
I am having a problem in Zoho mail and would love to live chat with someone instead of email and wait for a response. Is there a function for this? I know there is in CRM but I can't seem to find it in mail... Thank you!
Integrating Zoho Desk Instances from two separate organizations
Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by
Why does incoming mail inconsistently bounce back from Zoho mail
On testing our user accounts, we are having problems where mail sent to zoho mail bounces back with errors message that 'relay access denied'. On testing from various accounts (including outlook, gmail and yahoo) mail seems to get through on some occasions
Zoho email setup in office365
When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my
JunkMail rejected
Hello, we are facing problems sending mails. The IP has been blacklisted. Please, fix it as soon as possible. JunkMail rejected - sender4-op-o12.zoho.com [136.143.188.12]:17291 is in an RBL on rbl.websitewelcome.com, see Blocked - see http://www.spa
My emails going to spam folder for hotmail or outlook
My emails (not spam mails) are going into the spam folder for my customers using hotmail. Gmail and Yahoo users are receiving the emails in their inbox. can you please solve this problem. I read few articles but coudnt find any solution to it. I am testing it by sending a simple text email no pictures nothing at all still it is filtering my emails as spam. Please help I am really loosing time and clients due to this. Thanks
Capture hotkeys inside the remote session and allow file exchange via clipboard
Hi guys, assist is a really good app, and to become great it would be nice to have some features other vendors have in place and we take them for granted. For example, ScreenConnect, TeamViewer and others allow you to send hotkeys via the remote connection,
Cannot fetch url with custom extension (sigma - javascript)
Hello i try to make my first extension with API request, i have two cases 1) this a deluge code attach to a button --> this one works very well response = invokeurl [ url :"my_api_fetch_url" type :GET headers:{"api_key":"myapikey","accept":"application/json","content-type":"application/json"}
how to upload the picture and document
i want to upload the picture and document,would you please told how to upload them?could you told it for each step?
Forgot my email management account
Hello, I am the administrator of ihomemix.com. I can’t remember which email address I used to register the account and then opened the email service for ihomemix. I can’t see the subscription period of my email function when I log in with this account.
Add customer to account based on domain name.
I generate reports based on a the account field, i.e. companyX. In GoToAssist, my last provider, there was an option to automatically assign new ticket creators to a company (or account) based on their domain name. So for example, if a new employee creates a ticket from @companyx.com, for them to be automatically added to the companyx account would be a huge advantage. As it stands right now, I have to remember to add them to the account manually. Often I forget and when generating a report for
Facilitate business processes by mandating Kiosks in your Blueprint's transition settings
Hello everyone, We've made a few enhancements to Kiosk Studio. Blueprints provide a structured and systematic approach to executing business processes, and you can use Kiosks to build custom capabilities to retrieve, collect, and execute actions on CRM
Response Violation - Zoho Desk
Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.
I need help in setting up a script that works for my calling service
Please i need your guidance and expertise in how to go about a particular scripting. You see, we are a call service that assists companies to receive calls for them, i need to create a system in my Zoho CRM whereby i will receive call from my already
Zoho CRM Customer Portal Pricing Question
Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked custom
How to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.
is zoho CRM down today ?
Is zoho CRM down today ?
Export email adresses to email service provider (mailchimp or other)
Hello, Is there a way to export a list of email adresses from a search in my Zoho Creator forms to an external email service (gmail, yahoo...) and initiate at the same time an email message that I will fill and send myself ? And what about Mailchimp,
is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
Problem viewing document imported from google drive.
Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way
Launch Blueprint or Workflow Automation via Zoho Dataprep Import
Greetings All, I'm curious - Is it possible to trigger a Blueprint or Workflow via Data Prep import? Thanks in Advance
Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access
Posibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
Bulk Delete Customer Contacts.
Due to a config issue on my end (my fault), I have ALL contacts from CRM imported as contacts in Books. Some clients have 30+ contacts. Is there a funky way to bulk delete? Each contact has three clicks and a scroll to delete them.
Multiple domains for same username and password
I've come across this situation the vault is currently suggessting the passwords autofill option by the domain. wondering whether is there any option to save one password for multiple domains since the microsoft login has two domains https://login.microsoftonline.com/
Introducing Bot Filtering for Accurate Email Campaign Analytics
Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
Lockable Due Dates
Hello, is there a way to FIX due date of task or task list, so that they cannot be moved by linked task that are late? Like having a sort of "limit date" that would create an alert if not reached?
in zoho books while categorizing need to add new name in category by replacing expanses how to edit or make changes need assistance
Function #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
Regarding GST Report Issue in Zoho Books
Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
Multiple Salesperson against an invoice
Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each
Projectwise budget ---
Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?
Looking back at Zoho Social's 2024: Highlights and memories
Hey everyone, We hope you had a relaxing and joyous holiday season. Whether you're planning for the new year or still soaking in the magic of the season, we're here to share some exciting highlights from 2024 – a year that was fully packed with updates
Building a Zoho Extension for Webex CC - Handling URL Changes
Hi everyone, I’m building a Zoho extension for Webex Contact Center (Webex CC) and facing an issue with handling URL changes. In telephony, I’ve set the URL of Webex CC to: https://desktop.wxcc-us1.cisco.com/ When this URL remains the same, everything
Remove County field from Customer Address input screen (or allow input to be deleted)
We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we
Zoho still running very slow
I have a lead log for my company and creator seems to be running extremely slow still.
Bigin API Token Request ("invalid_client")
Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
Next Page