Zoho Books | Product updates | August 2025

Zoho Books | Product updates | August 2025

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

Introducing Widgets Pane in Zoho Books

We’re excited to launch the Widgets Pane. Located on the Right-Hand Sidebar (RHS), this pane provides quick access to Announcements, Webinars, Page Tips, Extensions, Contextual Tasks and Chat, WhatsApp, and Zoho Notebook.




Apply Multi-level discount to Transactions [India Edition]

You can now apply discounts to transactions at line-item and transaction level simultaneously. You can also apply discounts at line-item level in Debit Notes. Additionally, we've introduced customizable discount account tracking, which allows you to track discounts in  separate accounts.

Note: This feature is available only in the Elite and Ultimate plans of Zoho Books.

To enable the multi-level discount for transactions, go to Settings> Preferences > General > Do you give discounts? > Select the option At Line Item Level and at Transaction Level > Click Save.

Configure Threshold for e-Way Bills [India Edition]

You can now configure an appropriate threshold for your e-Way bills based on your state’s regulations.



To configure a threshold for e-Way bills, go to Settings > Taxes & Compliance > Configure Threshold > Enter the Threshold > Click Save.


Generate e-Way Bills for Gold [India Edition]

You can now generate e-Way bills for the intra-state transport of gold and precious stones when the consignment value exceeds ₹2 lakh. You can also set a threshold limit for e-Way bills generated for gold.



To enable this, go to Settings > Taxes & Compliance > Configure Threshold > Check the option Enable e-way bill generation for gold items. > Enter the Threshold value > Click Save.


Update Transporter Details [India Edition]

You can add or update transporter details for e-Way Bills that are in the Generated or Part A Generated status. This is useful if you didn’t include the transporter information when generating the e-Way Bill, or if you want to update it later.



Integrate Zoho Payments Feeds in Zoho Books

Zoho Books now supports Zoho Payments feed integration, allowing transactions to be automatically recorded under Sales, Expenses, and the Zoho Payments Clearing Account. This ensures accurate, real-time tracking of payments and reduces the need for manual entries.


Bulk Validate HSN/SAC Code

As per GST regulations, all HSN or SAC codes in a transaction must be valid. Zoho Books allows you to correct invalid HSN/SAC codes for the current return period or a selected date range using the Validate HSN/SAC section inside the HSN Summary of GSTR-1. A new HSN/SAC Update History section in the GST Filing dashboard allows you to track the status and view updated transactions.


Zoho Inventory Add-On Updates


Enhancement to Export Composite Items

With this enhancement, the export of composite items with more than 25,000 records will be processed as a scheduled task. Once completed, you will receive a summary email with a download link.

Customize Columns in Purchase Receives

We’ve added support for column customization on the Purchase Receives list page.

Shipment Details Report

We’ve introduced the Shipment Details Report, which provides a detailed overview of all your shipments made within a specific time period.



Introducing Replenishments

Replenishments help restock low-stock items based on parameters like Reorder Level, Maximum Stock Level, and Order Type. Replenishment tasks are generated as per the configured schedule and can be used to create Purchase or Transfer Orders. They ensure accurate restocking at the item or location/warehouse level, avoiding stock outs and over stocking.

To enable Replenishments, go to Settings > Items > General > Slide the Enable toggle next to Replenishments.

Advanced Inventory Tracking with Unit Conversion

We now support unit conversion for batch and bin tracked items. You can now buy, sell, or move inventory in their preferred units of measurement, even when advanced tracking (batch/bin tracking) is enabled.

Custom View Support in Sales Receipts

You can now filter your sales receipts by creating custom views.


Other Feature Enhancements

  • You can now scan and add items directly to line items. If the same item is scanned multiple times, the quantity in the existing line item will automatically increase. For items with advanced tracking (Serial or Batch tracking), both the item and its tracking details can be captured in a single scan. Scanning a serial or batch number will add the item along with its associated tracking information.
  • You can now view the journal credits applied to invoices and bills in the respective customer and vendor statements.



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.

You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you need any assistance, feel free to reach out at support@zohobooks.com.

Best regards,

The Zoho Books Team

    • Recent Topics

    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

    • Displaying related quotes in sales order and back

      Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

    • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

      We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong

    • Clearing Fields using MACROS?

      How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

    • Migrating a Zoho Forms form into Zoho Creator

      Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad

    • Is there any way to recall an email sent using Zoho CRM?

      If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.

    • 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

    • 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 with reports due to "Connected" items change - Yes this IS a problem

      Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items

    • Zoho sheet desktop version

      Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

    • Introducing notifications in the vendor portal

      Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version

    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

    • LESS_THAN_MIN_OCCURANCE - code 2945

      Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Analytics for notes created

      Is there a way I can see how many notes were created per day? Via reporting or analytics?

    • Add Custom Reports To Dashboard or Home Tab

      Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

    • Cannot update Recurring_Activity on Tasks – RRULE not accepted

      Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"

    • Add image to report...

      Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add

    • More controls for User Fields in CRM

      Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain

    • Calls to accounts rather than leads or contacts?

      So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for

    • Image Upload Field | Zoho Canvas

      I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

    • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

    • Range names in Zoho Sheet are BROKEN!

      Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet

    • Can Zoho Flows repeat Actions more than once?

      I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

    • Has anyone integrated SMS well for Zoho Desk?

      Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

    • populate email address and name in zoho desk?

      Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,

    • Are there default/pre-built dashboards in Zoho Desk?

      Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you

    • Enable Locations for Expense

      Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

    • Adding branded signature to tickets reply

      Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

    • Zoho Marketing Automation 2.0 - Landing Page function not working

      Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

    • WebDAV / FTP / SFTP protocols for syncing

      I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.

    • Zoho Mail Android app update: Manage folders

      Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

    • How to share ticket numbers across different ticket types

      I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event

    • Adding Social Media Buttons to Basic Campaigns

      Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

    • Hide Inactive Social Sign-In Providers from Login Screen

      Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • Download All Attached Files

      It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.

    • Ship via Carrier Not Working Since Commerce Update

      Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

    • Next Page