Zoho Books | Product Updates | February 2025

Zoho Books | Product Updates | February 2025

Hello users,

Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration. Explore these updates that are designed to elevate your accounting experience.

Import/Export E-Invoices in the ZUGFeRD and XRechnung Format [Germany Edition]

Customers can now download their e-Invoices in both XRechnung and ZUGFeRD formats directly from their customer portal. Additionally, vendors can upload invoices through their vendor portal and later convert them into bills from the Bills module.




Create Compound and Group Taxes [Germany Edition]

We’ve introduced the option to create compound and group taxes to manage local taxes and surcharges. In some cases, additional taxes, such as tourism or municipal taxes, may be charged alongside VAT. If the local tax is included in the total amount, VAT will be calculated on the entire amount (including the surcharge). However, if the local tax is applied separately, it will not be subject to VAT and will not appear in VAT-based reports. Additionally, when creating a tax rate, you can set tracking preferences for both sales and purchases.



Use Field Comparison as Criteria in Workflow Rules

When creating workflow rules, you can now use the comparison of two fields as criteria. For example, you can set a rule that triggers a workflow when the Discount Amount exceeds the Tax Amount.



To compare fields as criteria, navigate to Settings > Automation > Workflow Rules > + New Workflow Rule. Enter the Workflow Rule Name and select the Module. Choose an Action Type and click Next. Then, click + New Criteria, select a field from the first dropdown, choose a comparator from the second dropdown, click Select Placeholder below the third dropdown, and select the field to compare. Click Done.

Background Execution Custom Button

When creating a custom button, if the execution takes longer than 10 seconds, you can choose to either wait for it to finish or move it to the background. For tasks that run over five minutes, the system will automatically shift them to the background unless you opt to do so manually. After the process is completed, you'll receive an in-app notification.

Send Emails with Custom SMTP Servers

With Email Relay, you can use your own SMTP (Simple Mail Transfer Protocol) servers to send emails and avoid spam filters. You can add multiple SMTP servers, assign them to specific emails or domains, and set a daily sending limit. Once the limit is reached, emails will be sent through our Transmail server.



To setup an email relay, go to Settings > Reminders and Notifications > Email Notifications > Email Relay > + New Server.

Leave Organization

We've introduced the option to leave an organization from the Manage Organizations page. However, if you're the admin who created the organization or the only admin, you'll need to delete the organization instead. Additionally, if you've enabled any integrations in the organization, you'll need to disable them before leaving.



Filter Lookup Custom Fields by Setting Criteria and Using Custom Views

You can now filter your lookup custom fields by using custom views and setting criteria. Records will be filtered based on both the Custom View and Criteria, ensuring all conditions are met.



Create Workflow Rules with Sub-Modules

You can now create workflow rules for sub-entities within the Invoice module. For example, within the Invoice module, you can execute workflows with Bill of Supply, Debit Note, and Late Fee as sub-modules.



To create workflow rules for sub-entities within the Invoice module, navigate to Settings > Automation > Workflow Rules > + New Workflow Rule. Enter the Workflow Rule Name, select the module as Invoice, choose an option under Execute Workflow For, and select the sub-entity from the Invoice Type dropdown.

Handle Duplicate Items Using SKU in Zoho Books - Zoho CRM Integration

You can now use product SKU as the field based on which duplicate items will be identified while integrating Zoho Books organization with Zoho CRM.



Zoho Inventory Add-On Updates

Print/Download Purchase Receives

Now, you can print or download your purchase receives. We have also supported a standard template with which you can view the PDF of your purchase receives.

To print or download a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and click PDF/Print.

To view the PDF of a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and enable the Show PDF View option on its details page.

Other Feature Enhancements

  • Access your Customer/Vendor Balance Summary reports with the same configuration and filters as before, and create custom reports.
  • We now support exporting the current view of your filtered Tasks that you and your users have to complete.
  • You can now mark the default filters of all modules as your favorites. This change will only be visible to you and will not affect other users in the organization.



    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

                                  • Spell check sucks

                                    Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.
                                  • How to include total km for multiple trips in expense report.

                                    Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?
                                  • Outgoing blocked: Unusual activity detected.

                                    I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
                                  • Zoho One Login Issue - Unable to receive OTP

                                    Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and
                                  • Question Regarding Managing Sale Items in Zoho Books

                                    Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export
                                  • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

                                    In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number
                                  • Problem of Import Client Users From CRM and or Expense

                                    I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,
                                  • Unable to see free plan option

                                    Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.
                                  • unblock my zoho mail account. outlines@zoho.com

                                    please unblock my zoho mail account, outlines@zoho.com
                                  • domain not verified error

                                    Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iam
                                  • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

                                    Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to
                                  • SMTP email sending problem

                                    Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid
                                  • billing

                                    hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl
                                  • How to add receipts

                                    How to add receipts
                                  • Unable to enable tax checkboxes

                                    Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,
                                  • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

                                    Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have
                                  • ZohoSign and ZohoBooks Integration/Workflow

                                    Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one
                                  • Manage monthly tasks with projectsf

                                    Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will
                                  • Zoho Suite is very slow

                                    Since today Zoho is incredibly slow over all applications! What's going on?
                                  • How can I track which zoho users are actively using Zoho CRM

                                    I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
                                  • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

                                    When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
                                  • Combine and hide invoice lines

                                    In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and
                                  • Transaction Locking with the dynamic date

                                    Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
                                  • Zoho Devops

                                    We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
                                  • Fuel up your sales with the Zoho SalesIQ + Bigin integration

                                    Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's
                                  • Introducing AI-powered Assessments & Zoho's native LLM, Zia

                                    We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
                                  • Ability to Reset Visitor Fields During an Active Chat Flow

                                    Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person
                                  • External ID in Zoho CRM

                                    Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
                                  • Some emails are not being delivered

                                    I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and
                                  • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

                                    With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
                                  • Template modifiactions

                                    Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the
                                  • Aggregating the First Value in the Group By of a dataset

                                    Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.
                                  • Admin Control Over Profile Picture Visibility in Zoho One

                                    Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
                                  • Track Zoho Campaign and Workflow sales impact

                                    I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase
                                  • Tables for Europe Datacenter customers?

                                    It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                  • What is a line break code for zoho?

                                    Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something
                                  • Automatic Project Owner change

                                    Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team
                                  • Button to add product to cart

                                    Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?
                                  • Problem with Submit Button Design

                                    I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix
                                  • Zoho CRM- Authorize your Microsoft Teams account issue

                                    Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each
                                  • Next Page