Zoho Books | Product Updates | April 2025

Zoho Books | Product Updates | April 2025

Hello partners,

We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease.

Export Transactions in Factur-X Format [Global Edition]

You can now export invoices and credit notes in the Factur-X format. Factur-X is a standard for e-invoicing in France that embeds an XML file within a PDF/A-3 document. This hybrid format ensures the invoice is both human-readable and machine-readable, making it easy for you to read while also allowing automated processing.



Note: This feature is available only for organizations that have their Organization Location set to France. 

Generate FEC Report and GL Audit Numbering [Global Edition]

If your business is based in France, you are required to file the Fichier des Écritures Comptables (FEC) report to comply with tax regulations.This report contains all your accounting entries for the fiscal year.You can now generate FEC reports directly from your Zoho Books organization.

Additionally, it is a best practice to include General Ledger (GL) audit numbers when generating an FEC report. GL Audit Numbering in Zoho Books allows you to generate unique, sequential, and gapless audit numbers for your transactions.These audit numbers help auditors and accountants track financial data efficiently and maintain an accurate record of all transactions.

Note: These features are available only for organizations that have their Organization Location set to France. 

BillPay Add-on for Zoho Books [US, Canada and India Editions]

The Zoho BillPay add-on for Zoho Books lets businesses take better control over accounts payable. With features such as onboarding new vendors, managing vendor approvals, matching purchase orders with bills and reconciling bills, and handling batch payments, businesses can streamline their accounts payable processes and improve efficiency.

Manage TCS Rates [India Edition]

We've introduced the Income TCS Rates page under Direct Taxes in Settings. You can now create, edit, delete, and view taxes, as well as mark a tax as inactive. Additionally, we've supported the View Associated Entities option, which allows you to view the number of transactions a TCS rate is associated with.



To manage TCS rates, go to Settings > Taxes and Compliance > Direct Taxes > Income TCS Rates.  

Download Self-Invoice [India Edition]

If you are a GST-registered buyer and you purchase goods or services from an unregistered vendor under the Reverse Charge Mechanism (RCM), you can print a self-invoice from Zoho Books. This self-invoice can later be used for tax compliance purposes. 



To download a Self-Invoice, go to the bill for which you want to generate the Self Invoice, click the dropdown next to PDF, and select Print Self-Invoice.

GSTR-7 (Return for Tax Deducted at Source) Report [India Edition]

We've introduced the GSTR-7 report for users who have enabled GST TDS. This report provides details of GST TDS applied to bills and their corresponding recorded payments. By default, the report is grouped by the vendor's GSTIN, and you can further filter it by locations/ branches. Additionally, you can manage access permissions for this report under Roles. Note that this report includes only bills with recorded GST TDS payments.



Configure Webhook Retry Policy

You can configure a retry policy for webhooks, specifying rules on how failed delivery attempts should be managed.



To configure the webhook retry policy, go to Settings > Automation > Workflow Logs > Webhooks > Configure Failure Preferences

Custom Notifications for API Limits

We've added custom notifications for API limits. You can set up to three custom threshold values, triggering alerts when usage reaches those levels. The notifications are sent via email to specific users or roles.  Additionally, you have the option to send a sample notification for testing.



Resize Columns

You now have the flexibility to adjust column widths on the transaction list page. If a column contains lengthy text, simply hover over its edge and drag the black line next to the field to resize it. 

Customize Page Number Format for PDF Templates

You can now choose from various page number formats in your PDF templates. You can also define a custom format and select where the page number appears on the PDF. 



To customize the page number format and position, go to Settings > PDF Templates. Select a template, hover over it, and click Edit. Navigate to Header and Footer > Footer. Select a Page Number Format and Page Number Position.

Customize and View Stock Status for Items in a Transaction

When creating a transaction, you can now view both Stock on Hand and quantity Available for Sale for each item. The displayed quantity depends on the View option you select.



Display Type for Lookup Custom Fields

We now support different display types for lookup custom fields. You can choose between a Pop-Up view and a Dropdown view. This feature is currently available for specific lookup modules, including items, vendors, purchase orders, customers, projects, users, and accounts.



Zoho Inventory Add-On Updates


Add Item Description and Unit Price to the UPS Paperless Invoice

You can now add Item Description and Unit Price to the line-items of a UPS paperless invoice. Note that this feature is only available in UPS shipment integrated organizations.



Add Dropshipping Address to Sales Orders

You can now add a Dropshipping Address to sales orders. This address will be displayed as the customer's Shipping Address for that specific transaction. Please note that the dropshipping address is used exclusively for this transaction and will not be saved as the customer's additional address.



To add a dropshipping address, go to Sales > Sales Orders, edit/create a sales order, and click + Dropshipping Address.

View Sales Orders and Packages Associated with a Picklist

You can now easily navigate to associated sales orders and packages directly from the picklist's details page. 



Generate Serial Numbers

Zoho Books now supports serial number generation for purchase orders and bills in inventory add-on enabled organizations. The serial numbers will be generated for the items, and you can click Save to apply them to the items.

To generate serial numbers, select an item from the item table, click Add Serial Numbers, then select Generate Serial Numbers. Enter the starting value and count, then click Generate.

Other Feature Enhancements

  • We have introduced the Cost Per Unit column in the FIFO Cost Lot Tracking report.
  • We now support user state remembrance in the AR Aging Details and AR Aging Summary reports, allowing you to return to your previous state with all your customizations intact. You can also create custom reports to achieve a similar result.
  • You can now filter e-Way Bills without vehicle details by selecting Part A Generated in the e-Way Bill Status field. A new Expiry Date column has been added to the e-Way Bills list page, and you can sort by Date and Expiry Date. [India Edition]

 

 

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


      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

                                  • Tax on Imported goods charged by Shipping Company

                                    Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration
                                  • Prefilled Date fields auto-changed and then locked when using “Edit as new”

                                    If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today
                                  • Zoho Webinar via Social Media

                                    Hello, is it possible to stream a Zoho Webinar via Social Media like Linkedin or Facebook?
                                  • Add Hebrew & RTL Support to Feedback Widget

                                    Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be
                                  • OAUTH2 isn't working with Power Automate and N8N (Zoho Desk)

                                    Hello, I am trying to set up an OAuth2 connection to the Zoho Desk API, but the authentication flow fails immediately. I am experiencing this issue in two separate platforms: Microsoft Power Automate (using a Custom Connector) and n8n. Instead of being
                                  • Kit Items Breaking Automations - "Provide mapped components for all kit items"

                                    This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide
                                  • Show item Cost value on Item screen

                                    The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
                                  • Mark shipment as delivered via api

                                    Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options =        {         'method' : 'post',         'contentType' : 'application/json',         'muteHttpExceptions' : true       }; var myPackNo  = encodeURIComponent('###################');
                                  • Setting Alternative units for an item.

                                    Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.
                                  • Zoho Inventory search when adding items to SO/PO, etc.

                                    I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products where
                                  • Item Group Attributes

                                    Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the products
                                  • Remove HTML Format - Deluge

                                    Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll("&nbsp;" , " "); Apart from this if you require anything please let me know Thanks & Regards Piyush
                                  • Using multiple languages in template

                                    I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before and
                                  • ADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE

                                    Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.
                                  • Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".

                                    Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.
                                  • About maximum number of requests per minute

                                    Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests
                                  • Approval - Report/Views

                                    Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?
                                  • "Zoho CRM Integration" option is missing in Zoho Social Settings

                                    I am trying to integrate my Zoho Social account with my Zoho CRM account. I am on the Professional Trial plan and my user role is "Brand Admin". However, I cannot find the "Zoho CRM Integration" or "Lead Generation" option anywhere in my Zoho Social settings.
                                  • Error 553

                                    Não estou conseguindo enviar ou receber e-mail, sempre dando o erro 553, sendo que há mais de um mês o domínio está pago e liberado. Preciso de um suporte urgente
                                  • Automate insurance document workflows with Zoho Writer

                                    Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,
                                  • Create PDFs with Text so that we can copy from a generated PDF

                                    Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phone
                                  • How To Insert Data into Zoho Table using Api

                                    Hi Community, I have created a table inside zoho tables. How do I insert data into table using API. Please tell the exact endpoint and payload , I just have to insert data into table columns. Also tell how to find tableid, viewid, baseid etc. which are
                                  • How do I delete a folder in Marketing Automation?

                                    Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?
                                  • Portal Approval Process

                                    Hi Zoho team and fellow users, I am seeking a method to establish a multi-step approval process between a Zoho user and a portal user (Custom Portal) to review and approve requests through the Custom Portal. For instance, within this setup, one of the
                                  • Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere

                                    Behind the scenes of a successful ticketing system - BTS Series Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere The App Support Across Platforms (ASAP) add-on for Zoho Desk is an independent application that integrates
                                  • Navigation issue — unable to return to Customer page after opening Receipt from Transactions

                                    Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (I
                                  • Thermal Printer Option Needed for Delivery Challan Templates

                                    Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be very
                                  • Separate Default Payment Modes for Receipts vs. Payments

                                    Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., default
                                  • Update/Change GSTIN in GST Settings of zohobooks

                                    We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actual
                                  • Link Payment Mode and Paid Through Accounts

                                    For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The current
                                  • Lets enable business to choose the default payment mode

                                    Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctions
                                  • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                    Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
                                  • South African Payment Gateways

                                    Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
                                  • Has anyone verified if Zoho is PCI compliant?

                                    We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this information
                                  • Bigin Plugin for Outlook

                                    Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.
                                  • Date does not fit the field

                                    Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on the
                                  • Tip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.

                                    Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’t
                                  • Multi Page/Step Forms in creator

                                    Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? Thanks
                                  • Package Geometry

                                    how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?
                                  • How to create a Master Kanban Board that syncs with Child Projects?

                                    Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structure
                                  • Next Page