What's New in Zoho Books - April 2024

What's New in Zoho Books - April 2024

Hello users,

We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them.

WhatsApp Integration in Zoho Books 

You can now connect WhatsApp to your Zoho Books organization to send notifications of payments and sales transactions directly to your customers. You will be able to customize marketing and utility templates for each module to send notifications. You can also initiate conversations with your customers directly from the app.

Learn how to set up WhatsApp integration in Zoho Books in our help document.

To enable WhatsApp for your customers, navigate to Sales > Customers, select a customer, and edit their Primary Contact or Contact Person details on the overview page. Then, enable WhatsApp as their Communication Channel.



Record ACH Payments for your Retainer Invoices


We have supported ACH payments for your retainer invoices which means, you can record ACH payments for your retainer invoices directly from Zoho Books. Additionally, customers can make ACH payments through external links or in the customer portal. Once the payment clears within 3-5 business days, a payment receipt will be generated for the invoice in Zoho Books.

To record ACH payments, go to Sales > Retainer Invoices. Select your preferred ACH payment gateway when creating or editing an invoice.



Add your MSME details in Zoho Books [India]

As per Section 43B(h) of the Finance Act 2023, you should make payments for purchases from (Ministry of Micro, Small & Medium Enterprises) MSME registered businesses within 45 days from the date of purchase to ensure timely payments to avoid tax implications.

If your organization is MSME registered, you can add your MSME details in Zoho Books. Simply enter your MSME/Udyam registration number in your organization's address. Additionally, you can add the MSME details of your vendors in Zoho Books, to track and manage unpaid bills from MSME vendors directly from your dashboard and make timely payments within the 45 days.




Apply Late Fees to Your Invoices [US Edition]

Now, you have the option to apply a late payment fee if your customer misses the due date for an invoice. You can specify how many days past the due date the fee will be applied and choose the calculation method based on the invoice amount. Additionally, you can track all late fees applied in your organization under a default account.

To enable this feature, go to Settings > Preferences > Invoices and toggle the Late Fee Preference option.

Note: This feature is available only in the Premium, Elite and Ultimate plans of Zoho Books. Visit our pricing page for a comprehensive list of features in each plan.



Enhanced Comments & History Section 

We've upgraded the Comments & History section of your transactions with new features. Now, you can tag and notify other users about a transaction within your comments. Additionally, you can emphasise your words with style using bold, italic, and underline options.


Zoho Inventory Add-On Updates

Void Option for Transfer Orders

Now, you can easily void transfer orders that have been partially or fully processed, making them inactive. This automatically updates stock levels in both the source and destination branches. You also have the option to convert void transfer orders into drafts for any needed adjustments before resending.

To void a transfer order, go to Items > Transfer Orders, and choose Void from the More dropdown menu on the transfer order's overview page.

Cumulative Stock for Item Groups

You can now efficiently track the total stock in hand of all items within an item group to manage and reorder them easily. View the cumulative stock in hand of each item group in the Item Groups module.

Other Feature Enhancements 

UPI ID Option for Invoice QR Codes

We have introduced the UPI ID option for your invoice QR codes. You can include your UPI ID as a QR code on the PDF of your invoices. This allows your customers to scan the QR code with their device and make payments directly to your UPI ID.

To use this feature, go to Settings > Sales > Invoices > General and select UPI ID as the QR code type in the Invoice QR Code section.



TDS Surcharge and Cess [India Edition]

We have introduced the options to include TDS surcharge and cess within a TDS group tax. Now, when you apply the TDS group tax to a bill, the surcharge and cess amounts will be deducted along with the TDS tax amount.

To add new TDS surcharge and cess rates, navigate to the TDS Rates page in Taxes under Settings.



 
The Zoho Finance Workshop 2024 

Join us for a two-day workshop and get hands-on experience with our Zoho Finance suite. Registrations are currently open for cities across India, the GCC, and Canada. Visit this page to register and for more details.



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


    • Recent Topics

    • Customer Portal Users Metrics

      Hi, Is there any way to know who and when a specific customer portal user accessed? without having to use the metrics page.

    • How can I format numbers in an html table?

      I am building an html table to display how much people have paid, but the numbers are losing their formatting: application_table = application_table + "<td style='text-align: right;'>" + payment_row.Amount_Local + "</td>"; Amount_Local is a decimal field,

    • Notebook stacks

      Hello, Are you planning to implement some kind of notebook grouping, similar to evernote stacks? I know that we can group notes inside of the particular notebook but for a lot of us it is not enough I belive. Sometimes that additional layer for organization

    • Multi Step Parallel Transitions for Blueprints

      We have two processes, that are sequential and can be done simultaneously inside of one module. For example: For order processing, we have to kinds of tasks: tasks that need to be done at the car directly (for example repairs) and tasks where the physical

    • Accessing Attachments in Zoho Recruit Extension for API Integration

      Hi, I am currently developing a Zoho Recruit extension to integrate with a third-party application. As part of this, I need to retrieve the attachment file from the current record and include it in an API request. However, I couldn’t find a relevant Zoho

    • CRM - QR Codes and Bar Codes

      Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) Does

    • Mails to Deals

      Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received emails to last edited live Deal of the same Contact. For us this logic is very

    • How to check if the sum of number fields match 100%

      I have 12 fields (12 months) which contain a number. When I sum the fields in a formula field I see the total, but I want to be sure that the total is always 100 (%). How do I validate that, since you can't validate an formula field it seems.

    • How to Send Weekly Scheduled Emails of a Custom View

      Greetings, We have a custom view called "All Employee View" for the Employee form. We are able to manually export that view using the "Export" button: However, we want to programmatically export this view as an XLS file each week and send it in an email

    • Introducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks

      Hello everyone, Zoho Cliq Networks offers a powerful collaboration platform that allows businesses to create dedicated digital workspaces for external vendors, partners, or individuals you want to communicate with professionally without adding them to

    • The amount entered is more than the balance due for the selected bills."

      Hi Team i am trying to record payments for vendors using API and getting this error in response as { "code": 28011, "message": "The amount entered is more than the balance due for the selected bills." } JSON is prepared according to Documentation and

    • Can I print a set of record templates as a single pdf?

      I have a record template formatted as a gift certificate. I can email a single gift certificate to each recipient, but I also need to print the whole batch for the organiser, and they won't want 40 separate files. The layout needs to be identical, so

    • Which WhatsApp API works seamlessly with Zoho CRM?

      I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:

    • Zoho Books | Product Updates | January 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.

    • Downloading Image from Subform using Deluge (invokeUrl) - Data Mismatch / Connection Issues

      Hi Zoho Community, I'm struggling to download an image from a subform in Zoho Creator using Deluge and then attach it to a Zoho CRM Deal record. I've been working on this for a while, and I'm encountering issues that I believe are related to either data

    • Zoho Creator's 2025 Release Projection 1

      Hello everyone, This is Prakash, senior product manager at Zoho Creator. Today, I'm absolutely thrilled to pull back the curtain and give you a sneak peek at our first release projection of 2025, with an exciting lineup of features set to roll out in

    • Kiosk GetRecords can't compare formulas

      (submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.com . I have the same field in Leads and Contacts. So, theoretically, I should

    • Zoho Sheets working offline

      Hi, I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this. Does someone have any ideas or steps I might have missed? Also does Zoho Sheets have the "Format as Tables" function as is currently

    • Anyone Can help me converting Excel VBA to Zoho Macro?

      The Macro in general is pretty simple, It just opens a Workbook and copys some of data from that Workbook to the one that was initially open. But when I try to use it on Zoho I get this error "Unknown function: GetOpenFilename". If there is any other

    • Is there any limit on creating stages in pipelines in Bigin

      Thankyou.

    • Office 365 or Outlook?

      Hello I'm just setting up IMAP integration with our CRM for the first time since we changed to using Outlook via a Microsoft 365 account. I have the choice of 'Office 365' or 'Outlook'. Which should I choose? Thanks

    • Can I send Whatsapp template using Deluge function?

      Hi, Can I send Whatsapp template in Business Messaging using Deluge function? I have tried to search the documentation but I can't find it

    • Notebook for watch no longer in Play store.

      I had to reinstall Notebook on my Galaxy Watch 7. Alas: the app is no longer available in the Play store. What now?

    • In what case it's better to use Developer Console? Only for marketplace?

      As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.

    • Workdrive Oauth2 Token Isn't Refreshing

      I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

    • Resetting auto-number on new year

      Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

    • Can I trigger workflow rules only on weekend and certain hour?

      I want to trigger a workflow rules on the leads created between saturday 5 pm to sunday 5 pm. can I do that? i have tried to search but I cant find option something like that. is there any workaround to solve this?

    • Client Can't View Ticket

      Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewed

    • Headers in Subfrom - Zoho CRM

      Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different

    • Re-create auth token

      I need to re-create a self-client auth token, with the same scopes (and additional ones) as the current token. Is there a way to view the scopes assigned to the current token to ensure that no scopes are missing when creating the new one?

    • Cant BCC comments

      Whats the reason why we cant bcc to add to comments? We are getting this error:  We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.

    • How to disable clone record for a user?

      Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRM

    • Tip of the week #43- Collaborate internally with your team without leaving your inbox.

      Discussions give your team a dedicated space, where they can discuss and collaborate on internal matters. Whether it’s brainstorming ideas for a new announcement, managing approvals, sharing creative ideas, or even planning a team outing, discussions

    • Fixed Assets Register

      Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.

    • A way to view the sales of leads conversion that were successful

      Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to deals and how many won deals. I want to be able to view how much sales the lead

    • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

      Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent

    • Request for Information on Zoho Desk Webhooks Availability and Security

      Hi Team, We need some information regarding Zoho Desk webhooks. Could you please provide details on the following: Event Order Guarantee: Does Zoho guarantee that Desk events will always be processed in the exact order they occur? For example, if two

    • Is Zoho Marketing Plus part of Zoho One?

      Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon

    • Dashboard Auto-refresh

      Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

    • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

      The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting

    • Next Page