Zoho Books | Product updates | September 2025

Zoho Books | Product updates | September 2025

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience.

Integrate Zoho Books with EmaraTax for Seamless VAT Filing [UAE Edition & US DC]

Zoho Books now integrates with EmaraTax, the UAE Federal Tax Authority’s official VAT filing portal, allowing businesses to file VAT returns directly from within Zoho Books.

Introducing the Self-Employment Summary Report [UK Edition]

We have introduced the Self-Employment Summary Report for sole traders to simplify self-assessment filing. The report helps organize business income and expenses, providing details needed to complete SA103F or SA103S forms for HMRC. By default, the SA103F format is shown with a drill-down summary of accounts, and it calculates business income, expenses, and net profit or loss. 



Introducing PayNow Payment Method 

We now support PayNow as a payment method via Stripe integration. PayNow is a Singapore-based payment option that lets your customers pay in SGD by scanning a QR code through supported banks and non-bank financial institutions.

Notes
Note: This payment method is not supported in the India edition of Zoho Books.

Apply Journal Credits to Invoices and Bills in Other Locations

You can now apply the journal credits that you create for a customer to the invoices and bills of the customer in other locations of your organization. 

Introducing the Inventory Adjustment Summary and Inventory Adjustment Details Reports

We have introduced the Inventory Adjustment Summary Report and Inventory Adjustment Details Report to provide better insights into inventory adjustments. Both reports support customizable columns, advanced filters, multilevel grouping, custom reports, and scheduling.



Zoho Inventory Add-On Updates

Set Up Workflow Automation for Packages and Shipments

We now support workflow automation for packages and shipments. You can define execution criteria and configure workflow actions such as email alerts, custom functions, in-app notifications, webhooks, and field updates.



Skip Carrier Email Notifications for Shipments

You now have the option to choose whether shipping carriers send email notifications to your customers. By enabling the Skip Email From Carrier option on the shipment creation page, your preference is saved and automatically applied to all future shipments.

Introducing the Picklist Summary Report and Picklist Details Report

We have introduced the Picklist Summary Report and Picklist Details Report to provide clear insights into picklist data. The Summary Report gives a comprehensive overview of all picklists within a selected date range, while the Details Report offers item-level information. Both reports support customizable Show/Hide Columns, advanced filtering, multi-level grouping, export options, and scheduling for easier analysis and reporting.

Enhancements to Packages, Shipments and Picklists

  • Zoho Books now lets you enter the e-Way Bill Number when creating shipments with Delhivery.

  • You can now create Custom Buttons, Custom Links, and Related Lists for Packages, Shipments, and Picklists.

  • You can also create custom fields with Lookup and Attachment data types for packages and shipments.

  • You can customize the layout of packages and shipments by creating custom PDF templates.

  • You can also create custom views for shipments.


Other Feature Enhancements

  • We now support Dimensions and Weight columns in the Items List View page.

  • You can now customize email templates for online vendor payments.

  • We now support In-Transit status for purchase orders in the list and details views.

  • We also support WhatsApp notifications for purchase orders.



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

                                  • Company Policy Upload - Request All EE to review and sign

                                    How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that

                                  • Zoho Sign Global Settings vs. Template and Document

                                    Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return

                                  • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

                                    Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant

                                  • Can't login to Zoho mail

                                    I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few

                                  • Zoho IP blocked by SpamCop

                                    Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI

                                  • Differences between Zoho Books and Zoho Billing

                                    Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

                                  • Custom validation in CRM schema

                                    Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

                                  • No Ability to Rename Record Template PDFs in SendMail Task

                                    As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

                                  • Server error when trying to Data > Sort > Custom Sort

                                    Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."

                                  • To Assign a genrated pdf to a file upload field using delug

                                    content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];

                                  • TArgets To Accounts (Modules)

                                    How can i set sale target to Customers (Accounts Module)

                                  • Breaking barriers with multilingual WhatsApp templates in IM

                                    Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross

                                  • Super Admin Logging in as another User

                                    How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

                                  • How to share private Opportunities with whole org at an account level

                                    Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the

                                  • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

                                    Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

                                  • Subform edits don't appear in parent record timeline?

                                    Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

                                  • Problema Verificacion con proveedor NIC.AR

                                    No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?

                                  • How to remove some users in zoho accounts

                                    How to remove some users in Zoho accounts.

                                  • Reupload and rename from one field to another field (file upload)

                                    Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

                                  • Unified Inbox for all, including fetched mails

                                    I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to

                                  • Whatsapp Limitation Questions

                                    Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

                                  • Users Not Automatically Being Added To WorkDrive Team

                                    I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,

                                  • Synchronization between Gmail and Zoho Mail

                                    Hello! I am using Zoho Mail within the Zoho One platform. I have completed the basic setup and added all the required DNS records with our domain provider. Our goal is to set up two-way synchronization between our current Gmail inbox and Zoho Mail, but

                                  • IMAP login problem

                                    I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the

                                  • Contact data removes Account data when creating a quote

                                    Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

                                  • Changes to subform in Zoho CRM Portal Timeline History Unavailable

                                    Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates

                                  • This mobile number has been marked spam. Please contact support.

                                    Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

                                  • Function #11: Apply unused credits automatically to invoices

                                    Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.

                                  • Duplicating report but custom layout does not

                                    Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are

                                  • Credit Card Readers?

                                    We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal

                                  • AI generated meeting notes associated to Account or Deal

                                    As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability

                                  • Stock count by bin location

                                    Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards

                                  • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

                                    Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization

                                  • How Do I Refund a Customer Directly to Their Credit Card?

                                    Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

                                  • Limitation with Dynamic Email Attachment Capture

                                    I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments

                                  • Zoho Learn Course Completion Notifications/Triggers/API

                                    Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when

                                  • Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)

                                    Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot

                                  • Phone Connection

                                    When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.

                                  • Can't add a sender adress from zoho campaigns

                                    hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 

                                  • Allow customers to choose meeting venue and meeting duration on booking page

                                    My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

                                  • Next Page