What's New in Zoho Books - August 2024

What's New in Zoho Books - August 2024

Hello users,

We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this August.

Update Reports Permissions


We’ve enhanced report permissions in Zoho Books to make your organization more secure. For new organizations, you will need to give access to both reports and the related modules while creating roles. For existing organizations, you will get a notification and should edit the roles missing these permissions. We’ve also added a "Skip Module Access" option so you can share reports with specific users without enabling module permissions for them.


Create Custom Dashboards


You can now customize your dashboards using predefined components, marketplace widgets, and reports. You will be able to reorder, edit, delete, and resize the charts and components in the dashboard. You can also mark your custom dashboards as favorites and manage dashboard permissions for your users. Please note that this feature is only available for the Elite and Ultimate plans of Zoho Books.


Migrate to Kenya Edition  [Kenya Edition]


We have introduced a new migration tool that allows you to migrate your Zoho Books organization from Global to Kenya edition effortlessly. This tool will appear at the top of the left sidebar if certain prerequisites are met and highlights the features available in the Kenya edition. You will also be able to disable all unsupported preferences with a single click.

If your organization has no existing taxes, the migration will occur immediately. If there are existing taxes, you will be able to replace them with edition-specific taxes or delete them.


Add Dispatch From Address [India Edition]


A dispatch address in Zoho Books is the location from which your goods are shipped. For e-Invoice enabled organizations, you can include this address in templates and PDFs of invoices and credit notes. It supports various templates like Spreadsheet, Spreadsheet Plus, Spreadsheet Lite, and custom templates.

To enable this feature, go to Settings > Customization > PDF Templates > Templates > Invoices/Credit Notes. Edit a template that supports dispatch addresses and check the Show Dispatch From Address box in the Transaction Details section.


e-Invoice QR Reader App [India Edition]


We have introduced the e-Invoice QR Reader app for iOS and iPadOS users of Zoho Books. This app scans, decrypts, and validates your e-Invoice QR codes in compliance with India's tax regulations.

Every e-invoice generated in the GST portal has a unique QR code containing crucial details such as the GSTIN and seller information. When you scan a valid QR code using the app, it displays essential invoice details like the organization name, GSTIN invoice date, total, and tax total. If an invalid QR code is scanned, the app immediately notifies the user. Download the E-invoice QR Reader app today to streamline your e-invoicing process.


Wio Bank Integration [United Arab Emirates, Saudi Arabia, Bahrain, Kuwait, Qatar, Oman Editions]


Wio is a digital finance platform licensed by the Central Bank of the UAE that offers personal and business banking services. If you have an account with Wio Bank, you can connect it with your Zoho books organization. Once you connect your bank account, you will be able to automatically fetch your bank feeds to Zoho Books without a third-party service provider.

To connect your Wio Bank account with Zoho Books, go to Banking > Add Bank or Credit Card > Wio Bank PJSC and then click Yes, Configure bank account in the popup that appears.


VAT Carry Forward [Kenya Edition]


Zoho Books now supports VAT carry forward in the VAT3 return, which allows you to carry forward excess VAT from one tax period to the next. If the current VAT value is claimable, you can select the carry forward option, and the amount will be reflected in Box 17. This allows businesses to use the extra VAT from past periods to reduce their future VAT payments and report taxes accurately.

Late Payment Penalties for VAT [Kenya Edition]


In Kenya, late VAT payments incur a 10% penalty, and the Kenya Revenue Authority (KRA) adds another 20% penalty on unpaid amounts. To handle this in the VAT3 return, we've introduced a new flow. First, the total tax due is recorded in the VAT Payable Account, whereas the penalties and interest will be tracked in an expense account. Finally, these amounts will be settled using a specific bank account to ensure financial balance.

TDS Receivables Summary Report  [India Edition]


We have introduced the TDS receivables summary report that summarizes the total TDS deductions made on invoices, bills of supply, customer debit notes, and credit notes in your organization. Additionally, the report can be grouped based on customers or TDS sections , and the columns in the report can be customized. You can use this report to verify the TDS amount deducted and reported in your Form 26AS.
 
To view your Tax Receivables Summary report, go to Reports > Taxes and select TDS Receivables Summary.


Enhanced Barcode Templates

We have made some enhancements to the barcodes in Zoho Books. Now, you can add fields like MRP (Maximum Retail Price), Organization Name, and Company Logo to your barcode templates. Additionally, you can now add units (e.g., kg, litres, pieces) to barcodes, displaying the item's measurement information along with your organization name.

To enable these features in your barcode templates, go to Settings > Items > Field Customization.


Other Feature Enhancements

  • Use custom fields to search for manual journals in the advanced search bar.

  • You can now calculate custom formula fields for all existing records, not just new or edited ones. Once the existing records are updated, you'll receive a notification.

  • Export your manual journals in bulk faster by processing files in the background and sending them to your primary email.

  • You can now include the Maximum Retail Price (MRP) of an item while creating or editing it. [India Edition] 

  • You can now apply Tax Deducted at Source (TDS) in your quotes, sales orders, credit notes, recurring invoices, purchase orders, and vendor credits. [India Edition]

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

    • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

    • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

    • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

      Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

    • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

      Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

    • Hide/Show Subform Fields On User Input

      Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?

    • Cloning Item With Images Or The Option With Images

      Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • WorkDrive and CRM not in sync

      1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

    • 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'

    • Adding Default Module Image into mail merge field

      As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

    • Sync Data from MA to CRM

      Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

    • Is it possible to roll up all Contact emails to the Account view?

      Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial

    • Update CRM record action

      Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

    • Free Training - Explore What’s New in Zoho One 2025

      Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

    • Quick way to add a field in Chat Window

      I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting

    • How to create a two way Sync with CRM Contacts Module?

      Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

    • How to set page defaults in zoho writer?

      hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

    • Develop and publish a Zoho Recruit extension on the marketplace

      Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

    • How to import data from PDF into Zoho Sheet

      I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password

    • Zoho Projects Android app: Integration with Microsoft Intune

      Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through

    • Cant't update custom field when custom field is external lookup in Zoho Books

      Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap

    • About Zoneminder (CCTV) and Zoho People

      Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand

    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • How to show branch instead of org name on invoice template?

      Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

    • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

      Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

    • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

      Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps

    • Set connection link name from variable in invokeurl

      Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

    • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

      We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?

    • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

      I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search

    • Timeline Tracker

      Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked

    • Primary / Other Billing Contacts

      If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts

    • Missing Import Options

      Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize

    • Is it possible to enforce a single default task for all users in a Zoho Projects ?

      In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users

    • [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

      Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning

    • Next Page