Zoho Books | Product Updates | November 2024

Zoho Books | Product Updates | November 2024

Hello users,

We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift.

Attach XRechnung to Invoices [Germany Edition]

When you create an invoice, you now have the option to attach an XRechnung compliant invoice file to the email sent to your customer. This feature ensures that your invoices meet the legal requirements for transactions with government or public organizations in Germany.



To include an attachment of XRechnung in the invoice sent to your customer, go to Sales > Invoices. Create an invoice and click Save and Send. Check the Attach XRechnung option.

Extend the Validity Period of e-Way Bills [India Edition]

E-way bills are valid only for a specific period of time. This may cause issues during unexpected circumstances such as an accident, which can delay the transportation of goods. We've introduced an option to extend the validity period of an e-way bill.

This option is only available for e-way bills that are in the Generated and Expired statuses. You can extend the validity of an e-way bill 8 hours before or 8 hours after its expiration time. 



To extend the validity period of an e-Way bill, go to e-Way Bills > Select an e-way bill and click Extend e-Way bill at the top.

Validate VAT [Germany Edition]


You can now validate the VAT Registration Number to ensure that a business associated with it is still active. This is required for applying reverse charges on Sales transactions and will also serve as a verification step for e-invoicing.

To validate a VRN, go to Settings > Taxes and Compliance > Taxes > Vat Settings. Enter the Vat Registration Number (VRN) and click Validate.

Manage your Income TDS Rates [India Edition]

With the addition of the newly-introduced  Direct Taxes tab under Settings, you can easily manage your TDS rates. Now, you can select whether to associate TDS at the line-item level or the transaction level from Income TDS Settings.  You can also view the total number of transactions associated with different modules for a TDS rate by clicking View Associated Entities. For recurring transactions, such as recurring bills and invoices, clicking on the total number of transactions will redirect you to the list page.



To manage your TDS Rates, go to Settings > Taxes and Compliance > Direct Taxes > Income TDS Rates. To see the total number of transactions linked to a TDS rate across different modules, hover over the TDS rate, click the dropdown, and select View Associated Entities.



To manage your TDS settings, go to Settings > Taxes and Compliance > Direct Taxes > Income TDS Settings.

Associate Multiple Criteria for Workflows

At times, you might need to create multiple workflow rules to complete a  task. For example, if you want to send an email alert and notify a third-party application via webhook whenever the status of a created invoice changes in Zoho Books, you would have to create multiple workflow rules for the different invoice statuses. This can be time-consuming and may exhaust the number of permitted workflow rules you can create under your organization's plan. 

Now, you can achieve the same outcome with a single workflow rule by associating multiple criteria and linking them to their appropriate actions.



Write Off Customer Opening Balance

If a customer is unlikely to pay their outstanding balance, if there are discrepancies, or if the account has remained outstanding for an extended period, you can write off the customer's opening balance. You can also cancel the write-off.



To write off customer opening balance, go to Sales > Customers. Select a customer and click View Opening Balance. Click the Menu icon and select Write Off.

Auto-Populate Customer or Vendor Details [India Edition]

Creating a customer or vendor can be time-consuming, especially when you are adding multiple entries. If this is a concern, we’ve got you covered. You can now auto-populate the contact details by entering the GSTN of the customer or vendor, which will be fetched from the GSTN portal. You can then select the address from the list of addresses associated with that GSTN. Additionally, you can edit the auto-populated details as needed.



To auto-populate contact details for your customers, go to Sales > Customers > Select a customer and click + New. Click Fetch From GSTN and enter the GSTN. Click Fetch Customer Details. Similarly, you can auto-populate contact details of your vendors.

Bulk Export Invoices as a ZIP File

Downloading invoices separately and searching for them can be a hassle, especially when you’re downloading multiple invoices. Now, you can download multiple invoices as a single ZIP file with just the click of a button. A single ZIP file is easier to manage and transfer and keeps all the documents together. 




To bulk export multiple invoices as a single ZIP file, go to Invoices > select invoices and click the ZIP icon.

Import or Export Custom Modules

We have extended the import and export option to custom modules. The import/export will occur asynchronously, with the first module being imported/exported first, followed by the second module upon the completion of the first import/export.
If your file exceeds 1,000 or your export file exceeds 25,000, the import/export will be scheduled, and a summary will be emailed to you after successful completion.



To import/export custom modules, go to Custom Modules. Select a custom module. Click the More icon and select the required option. 

Other Enhancements

  • If the number of default filters exceeds 10 or if there are any custom views for a module, a search bar will appear, allowing you to search for the desired filter.
  • We have introduced a new label, Bill Amount Without TDS in vendor payments, allowing you to view the bill amount excluding the TDS deduction and the TDS amount separately.
  • You can now enable endorsements for SEZ and overseas customers, indicating whether the supply is made with or without the payment of Integrated Tax (IGST). This feature is only supported in Spreadsheet and Standard templates, and your business must be GST-registered.
  • You can now search all fields in a custom module rather than just the primary field. Previously, we only supported lookups for the primary field of a module, but this feature has now been enhanced to support lookups for all fields in custom modules.



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 byte-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

                                  • "Improper Statement" Error on Deluge Loops (while/for) when Processing a Date Range

                                    Hello, Zoho Community, I'm facing a very specific issue with a Deluge script and would appreciate any insights from the community. The Goal: I have a form (ausencia_visitadoras) where a user inputs a start date and an end date for a period of absence.
                                  • Zoho Meeting iOS app update: Hearing aid, bluetooth car audio and AirPlay audio support.

                                    Hello everyone! We are excited to announce the below new features in the latest iOS update(v1.7.4) of the Zoho Meeting app: 1. Hearing aid support: Hearing aid support has been integrated into the application. 2. Bluetooth car Audio, AirPlay audio support:
                                  • Automating Daily Lottery Result Publishing with Zoho Creator or Flow – Any Best Practices?

                                    Hello Zoho Community, I run a results-based informational website in Brazil called CaminhoDaSorte.com, where we publish daily Jogo do Bicho results. Right now, we're doing this process manually every day — but we’re looking to automate the backend using
                                  • issues with manually shipping sales orders - advise needed please

                                    we are new to zoho inventory. we are going to roll the program out to our company within a couple of weeks and during the implementation process we have come into a roadblock with manually packaging and shipping sales orders. its important to note important
                                  • I do not see the “Lead Forms” option under Integrations

                                    Hi, I’m using Zoho Social on a Premium plan. I’ve connected LinkedIn Company Page and have a valid LinkedIn Ad Account with Lead Gen Forms. However, I do not see the “Lead Forms” option under Integrations, so I can’t enable LinkedIn Lead Generation. Please
                                  • STOCK function showing #N/A! even thought the Stock symbol is valid

                                    Zoho Team, I use STOCK function on Zoho Sheet to fetch the recent Last Closing Price. Some stock symbols are valid but when the STOCK function is applied, it shows #N/A! Attaching an image for reference.
                                  • What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?

                                    Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing
                                  • Beyond Email: #4 Note taking done right with Notes

                                    With her favorite links now saved in Bookmarks, Sarah is feeling even more at home in Zoho Mail. As her day fills up with meetings and project discussions, she often finds herself scribbling quick ideas and reminders—only to lose track of them later.
                                  • When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?

                                    When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store
                                  • Generate Unique Customer ID for Each for All Contacts

                                    Generate Unique Customer ID for Each for All Contacts
                                  • Bookings to Books automation using Flow

                                    I'm using Zoho Flow to automate a process between Bookings and Books. When someone uses Bookings to schedule time with me I use Flow to automatically add the person as a customer in books, then create a Quote in Books for the type of consultation they
                                  • Different Canvas for Different account type

                                    I would like to have a separate canvas for Customers and Resellers that auto-applies when I enter an ACCOUNT. Is this do-able?
                                  • IMAP sync issues in Zoho CRM

                                    We are using the Zoho CRM for a while, and we sync (via IMAP) our Google Apps email system. The sync works properly when looking at emails per account, contact or deal, etc. However, it does not function well in the "Messages" and "SalesSigns" features.
                                  • Reporting tags for custom modules

                                    Hi, it could be very useful. At field level and at sub table level. Thanks, Eduardo
                                  • Can't pass Dates and use date filtered Charts in Pages?

                                    I don't mess with pages very much, but I'm trying to build a dashboard. I have a search element and several charts that need to be filtered. I also have a stateless form for a start/end date picker I am trying to use to filter data for the charts. Here
                                  • ZOHO FSM Trial - Assets

                                    Hi I am currently using Zoho CRM and looking at adding FSM. I am trialing FSM at the moment, to potentially move away from my current programme (SimPro) but have a query on the Asset system within FSM It looks like you can only create 1 asset "type";
                                  • Customize User Invites with Invitation Templates

                                    Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with
                                  • Sending Email with Attachment (PDF, Excel file)

                                    Hi, I'm new to Zoho CRM and I'm setting up a flow to send an Email with Attachment when user reaching a certain stage of a Deal. In detail, I've created a Blueprint which requires user to attach a PDF file when reaching a certain point of the stage and
                                  • Based on the Assign To time task want to trigger also reminder for the task still move form fresh lead

                                    If the leads is assigned To 1 am to 10.55 am task want to create 11am Then reminder want to go the person at 4pm If lead status not moved from fresh lead. From next on wards Reminder want to go 11 Am and 4pm Every day still the person moved to fresh lead
                                  • Emails Not Sending

                                    This has happened before. I contacted Zoho and it seemed to work, but now my emails are not sending or taking a long time to send and half the time attachments don't attach. It just keeps saying Sending... and I have to keep clicking it to make it send.
                                  • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

                                    Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60
                                  • WhatsApp pricing changes: Pay per message starting July 1, 2025

                                    Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
                                  • Create a button that converts Sales Order into a Custom Module

                                    I am looking for a way of creating a button on Sales Orders that would automatically create a record in a custom module I have created called Contracts. The custom destination module "Contracts"  has the following fields that I would need to populate [Contracts Name] populate with SalesOrderID [Account Name] populate with related Account Name [Contract Start Date] populate with the date that the record was created Could someone help or point me in the right direction? Thanks
                                  • Remove all of the junk data that comes with the trial

                                    How would I go about removing all of the junk data that comes with the trial of zoho crm?
                                  • Video Interview Feature

                                    Please add a text option as well while sending invitations to candidates for video interviews, candidates are missing out on the email. They are more convenient in text and it really helps Hope you would understand, thanks
                                  • Singapore DBS Bank

                                    Is there any schedule corresponding to DBS of Singapore? 
                                  • Including Contact and Account Information in Zoho Projects.

                                    In Zoho Projects I have created a custom layout which already includes a 'Client Information' section. The 'Client Information' section already includes integrated fields (integrated with CRM) for various account and contact details. Here's what I want
                                  • Unable to Download CRM Contact Data: WorkDrive Integration Issues

                                    ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues
                                  • App Spotlight : PagerDuty for Zoho Cliq

                                    App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational
                                  • Campaigns going to spam folder, how to build so that it goes to inbox

                                    Hello, New to campaigns, now have it functioning correctly. In my test group of 10 email addresses 100% of the emails went to spam/junk folder and/or were blocked/captured by spam filters. What is the process to building a message or format that does
                                  • Integrate QuickBooks with Bigin and streamline your sales and accounting!

                                    If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes
                                  • When a ticket is merged, the merged ticket's link should redirect to the remaining ticket.

                                    Zoho Desk deletes merged tickets. Which is not ideal. The issue is if you have a link bookmarked, or even in your inbox from a ticket that was merged, when you visit you receive an error because merging tickets actually deletes the ticket that was merged.
                                  • Pass data from a Zoho Desk ticket to a Zoho Form as pre-fill data?

                                    Hello, I'm trying to pre-fill a Zoho form with client data based on the Zoho Desk ticket data that would be associated. Work flow i'm trying to create: 1. Ticket created for a sales order 2. order requires a site survey 3. link inside ticket links to
                                  • Goods total weight in Sales Orders

                                    Hello everyone, We want to automatically calculate the total weight in Sales Orders based on the weight data specified in the Items. Could you please suggest the simplest way to achieve this in Zoho Inventory? I would greatly appreciate any advice and
                                  • Problem with pagination in Zoho Inventory API

                                    Hello, I'm having an issue with the  Zoho Inventory API when I try to use the pagination. When I send a request to https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=1&per_page=50, I get back 200 items. And when I send the same request for the second page, https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=2&per_page=50 I'm getting back the same 200 items I get with the first request.  So I think neither the page parameter
                                  • Can a user be assigned to an Account based on email domain?

                                    Hi ZohoDesk, If I have a customer Account already configured is there any way I can use a domain matching rule to assign a new user to the correct account when logging a ticket by email? Many thanks Rich
                                  • Can't track conversions using GTM

                                    We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting
                                  • WhatsApp Message Pricing Changes (Effective July 1, 2025)

                                    Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve broken
                                  • Parent-Child Tickets using API or Deluge

                                    Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
                                  • Blueprint transitions on locked records

                                    We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
                                  • Next Page