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




      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • Error: Invalid login: 535 Authentication Failed

                                    I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:
                                  • Zoho Renewal

                                    Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?
                                  • Not reciving emails

                                    Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise
                                  • Not receiving MailChimp verification e-mail

                                    It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be
                                  • Creating my 2nd email account

                                    After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that
                                  • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

                                    Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.
                                  • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

                                    Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,
                                  • Transfert de domaine pour création des comptes emails

                                    Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation
                                  • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

                                    Kindly help me resolved this issue that i am facing here.
                                  • How are people handling estimates with Zoho inventory?

                                    We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing
                                  • Relative Date Searches

                                    Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing
                                  • Performance is degrading

                                    We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
                                  • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

                                    Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your
                                  • Dear Zoho CEO: Business Growth is about how you prioritise!

                                    All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
                                  • Payroll In Canada

                                    Hi, When can we expect to have payroll in Canada with books 
                                  • Please review and re-enable outgoing emails for my domain

                                    Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my
                                  • Payroll without tax integrations (i.e. payroll for international)

                                    It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in
                                  • goingout e mail block

                                    info@ozanrade.com.tr
                                  • Incoming mails blocked

                                    Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please
                                  • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

                                    Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
                                  • Configuring Email Notifications with Tautulli for Plex

                                    Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server
                                  • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                    Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                  • How to Set Up Zoho Mail Without Cloudflare on My Website

                                    I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like
                                  • Spam is Being Forwarded

                                    I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?
                                  • IMAP Block

                                    My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.
                                  • "DKIM not configured"

                                    Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?
                                  • Zoho mail with custom domain not receiving email

                                    i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho
                                  • Set connection link name from variable in invokeurl

                                    Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
                                  • Waterfall Chart

                                    Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
                                  • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

                                    First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the
                                  • Issue with Importing Notes against Leads

                                    Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have
                                  • Trigger a Workflow Function if an Attachment (Related List) has been added

                                    Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
                                  • Option to Hide Project Overview for Client Profiles

                                    In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.
                                  • Creator Add Records through API - Workflows not triggered ?

                                    Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use
                                  • Important Update: Changes to Google Translate Support in Zoho SalesIQ

                                    We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translation
                                  • Zoho CRM Community Digest - July P1 | 2025

                                    Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you build
                                  • What’s New in Zoho Expense (April – July 2025)

                                    Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling
                                  • Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

                                    You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over
                                  • Undo Command in Notebook

                                    It would be handy to have an Undo in the row of icons at the bottom of the notes.
                                  • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

                                    Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these
                                  • Next Page