Zoho Books | Product updates | May 2025

Zoho Books | Product updates | May 2025

Hello users,

We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances with ease.

New Currency Support: Caribbean Guilder (XCG)

We’re introducing support for the Caribbean Guilder (XCG). This new currency, which replaces the Netherlands Antillean Guilder (ANG), is pegged to the U.S. dollar and will soon become the official currency of Curaçao and Sint Maarten. Existing users can add XCG as a currency, while new users will have the option to set it as their base currency.

Module Level Approval

You can now configure approvals individually for each module, set the approval type, and assign specific approvers.


To configure approval at the module level, go to Settings > Sales/Purchases. Select a module, then navigate to the Approvals tab. Select an Approval Type, configure the necessary details, and click Save.

Custom Fields Support for Recurring journals

We've added support for custom fields in Recurring Journals. The custom fields configured for Manual Journals will now be available in Recurring Journals as well.

Add Payment Mode and Bank Account Details to Transactions [Germany Edition]

We have introduced new fields for Payment Mode and Bank Account in Invoices, Recurring Invoices, and Credit Notes. These fields are crucial for e-invoices following German standards like XRechnung and ZUGFeRD. Supported payment modes include Cash, Cheque, Bank Transfer, and SEPA Credit Transfer. The Bank Account (IBAN and BIC) field appears only when SEPA Credit Transfer is selected, showing all active accounts. These details will be included in exported e-invoice formats. To comply with German regulations, once an invoice or credit note is marked as Sent or Paid, both the transaction and its associated payment details (IBAN and BIC) become non-editable.



Filter and Add Reporting Tags as Columns

You can now add reporting tags as columns in the list view of the Customers, Vendors, and Items modules by customizing the columns. Additionally, you can filter transactions using reporting tags by creating custom views with reporting tags as filter criteria.

To add reporting tags as columns, go to Customers/Vendors/Items. Click the Customize icon and select Customize Columns. Choose the reporting tags you want to include as columns, then click Save.
​

To filter transactions using reporting tags by creating custom views, go to Customers/Vendors/Items. Click the All Customers/All Vendors/All Items dropdown, then click + New Custom View. In the Define the criteria (if any) field, select the reporting tag as a filter. Enter all other necessary details, then click Save.

Filter and View Sales Orders That Are Not Shipped

You can now filter sales orders that are not shipped by creating a custom view.


To filter sales orders that are not shipped, go to Sales > Sales Orders. Click the All Sales Orders dropdown in the top right and select  Enter all the necessary details, and in the Define the criteria (if any) field, select Status in the first dropdown, is in the second dropdown, and Not Shipped in the third dropdown. Click Save.

New Retainer Draw Status Column

We are introducing a new Retainer Draw Status column to track the withdrawal of retainer payments better. This column will include the statuses Awaiting Payment, Ready to Draw, Partially Drawn, and Drawn. You can now use these statuses to filter retainer invoices, perform advanced searches, create custom views and workflows, and filter reports based on the new Retainer Draw Status.

Allocate Landed Cost to Multiple Bills

We’ve introduced the option to Allocate Landed Cost to Multiple Bills. This feature is available when the bill includes a landed cost line item with an unallocated amount. You can select a landed cost item and choose an allocation method such as Quantity, Value, Dimensions, or Weight, to distribute the cost according to your business needs. Using the Add Bills section, you can filter bills by Vendor Name, Date Range, and Status, and then allocate the landed cost automatically based on the selected method. When a bill item is removed in Zoho Books, the corresponding landed cost allocation is automatically recalculated to ensure accurate cost distribution. If necessary, you can re-add the removed line item, and the system will adjust the allocations accordingly.


Zoho Inventory Add-On Updates

Introducing Kit Items

A Kit Item is a composite item that groups multiple individual items and sells them as a single unit. Kit items don't require a manufacturing or assembly process and are available exclusively for sales transactions. The selling price of a kit item is defined independently of its component items. Kit items don't have their own stock. Instead, stock is deducted from the individual components when a kit is sold. Tax and pricing are maintained at the kit level. Kit items have their own SKUs, and each kit can have up to 1,000 components. Nested kits are supported up to three levels deep. Kits can include both goods and services. If all components are services, the kit will be treated as a Service Item. Otherwise, it will be a Goods Item.

Note: This feature is not available in the Kenya edition of Zoho Books.



Introducing the New Assemblies Module 

We’re introducing a new Assemblies module, which replaces the former Bundles feature. Assemblies now have a dedicated section under the Items module in the left sidebar. Key enhancements include customizable columns, support for custom views, advanced search, quick create functionality, and dedicated assembly reports for improved tracking and insights. The Assemblies feature is also supported in the mobile app.


Support for Custom Fields at the Line-Item Level in Purchase Receives

You can now add custom fields at the line-item level in Purchase Receives.

​

To add custom fields for Purchase Receives at line-item level, go to Settings > Items > Field Customization. Create a new custom field or edit an existing one. Click Yes next to the Show when creating transactions option. Then, select Purchase Receive in the Include in Modules field. Click Save.

Enhancements to Picklists

You can now mention users in picklist comments. When a user is tagged, they will receive an instant notification, which redirects them to the specific picklist when clicked. You can also view the quantity picked on the Sales Order details page and the Invoice edit page. We now support using custom fields as placeholders in picklist notification templates for both email alerts and in-app notifications. Additionally, You can also sort the Item Details and SKU fields in the picklist list view.

Enhancements to the Picking Process

The Android app now supports external barcode scanners, including Zebra devices and mobile handheld scanners, with iOS support coming soon. A new swipe gesture allows users to quickly mark items as picked. Additionally, a search and filter option has been added to help users easily select the required items during picking.

Other Feature Enhancements 

  • We’ve now extended the maximum number of days per interval in the Inventory Aging Summary report to 120 days.
  • You can filter the Inventory Valuation Summary report by sub-categories.
  • We’ve added support for date placeholders in Manual Journal Notes and Descriptions. 


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

    • FSM integration with Books

      Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders

    • How to close an estimate ?

      Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be

    • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

      Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

    • Sharing Tickets to a team within a department

      Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there a

    • How do you print out the invoices comments

      I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.

    • Unable to load a specific image

      Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. David

    • Why does the Address field show the wrong map location even with a correct Pincode?

      I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seems

    • Uploaded files are not included when using "Include user submitted data" in Email Notification

      In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File

    • Books <-> CRM synchronisation with custom Fields

      Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Archive Option in Conversation View

      Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

    • Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

      We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,

    • Outlook is blocking incoming mail

      Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks

    • Track Marketing Automation Campaigns in Zoho CRM

      Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in

    • Zoho Social API for generating draft posts from a third-party app ?

      Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

    • Temporarily rate limited due to IP reputation.

      We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

    • Incorrect Functioning of Time Logs API (Version 3)

      We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the

    • IMPORTANT: It doesn´t search for letters with portuguese characters.

      Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the

    • IMPORTANT: It doens´t show full article name on search - Should add line break

      When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has

    • Zoho Books - Payment Gateway - Revolut

      Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.

    • Zoho Books | Product updates | January 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

    • Kaizen #233 - Generating AI-powered Follow-up Emails Using CRM Functions and Widgets

      Hey everyone! Welcome back to another interesting post in the Kaizen series! Sales teams regularly capture interaction notes in CRM after speaking with prospects. However, drafting a follow-up email that reflects the conversation context can be repetitive

    • Connect Bank in Zoho Books

      Can I connect UOB or Ariwallex in Zoho Books?

    • Using MPN across multiple SKUs and inventory tracking

      I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

    • Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

      Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,

    • Marketing Tip #1: Optimize item titles for SEO

      Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

    • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

      Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

    • ZOHO Books Query

      Good day, Can someone please advise. I recently migrated from ZOHO Invoice to ZOHO Books. No that I want to use the inventory on Books I cant as all my items have transaction history. The person I spoke to at ZOHO said I need to create a new Company profile

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • Removing To or CC Addresses from Desk Ticket

      I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

    • inventory removal at packing list or shipment.

      currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.

    • Is there a way to configure dark mode for Campaigns emails that go out to customers?

      I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns?  We sent out a test email the other

    • How to add employee and not invite them to log in?

      I want to add 50 employees, but invite them only when everything will be configured and ready. Is it possible? Should we create employee profiles and then convert them later? Thank you,

    • How do I import Connected Records for a Deal?

      Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec

    • How is Your eCommerce Experience w/Zoho Inventory?

      First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to

    • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

      I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

    • Zoho Desktop App- Unable to Minimize/Freezes

      I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable

    • Zoho Invoice Zapier Integration

      Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.

    • Conect chat of salesiq with zoho cliq

      Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?

    • Next Page