Zoho Books | Product Updates | April 2025

Zoho Books | Product Updates | April 2025

Hello partners,

We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease.

Export Transactions in Factur-X Format [Global Edition]

You can now export invoices and credit notes in the Factur-X format. Factur-X is a standard for e-invoicing in France that embeds an XML file within a PDF/A-3 document. This hybrid format ensures the invoice is both human-readable and machine-readable, making it easy for you to read while also allowing automated processing.



Note: This feature is available only for organizations that have their Organization Location set to France. 

Generate FEC Report and GL Audit Numbering [Global Edition]

If your business is based in France, you are required to file the Fichier des Écritures Comptables (FEC) report to comply with tax regulations.This report contains all your accounting entries for the fiscal year.You can now generate FEC reports directly from your Zoho Books organization.

Additionally, it is a best practice to include General Ledger (GL) audit numbers when generating an FEC report. GL Audit Numbering in Zoho Books allows you to generate unique, sequential, and gapless audit numbers for your transactions.These audit numbers help auditors and accountants track financial data efficiently and maintain an accurate record of all transactions.

Note: These features are available only for organizations that have their Organization Location set to France. 

BillPay Add-on for Zoho Books [US, Canada and India Editions]

The Zoho BillPay add-on for Zoho Books lets businesses take better control over accounts payable. With features such as onboarding new vendors, managing vendor approvals, matching purchase orders with bills and reconciling bills, and handling batch payments, businesses can streamline their accounts payable processes and improve efficiency.

Manage TCS Rates [India Edition]

We've introduced the Income TCS Rates page under Direct Taxes in Settings. You can now create, edit, delete, and view taxes, as well as mark a tax as inactive. Additionally, we've supported the View Associated Entities option, which allows you to view the number of transactions a TCS rate is associated with.



To manage TCS rates, go to Settings > Taxes and Compliance > Direct Taxes > Income TCS Rates.  

Download Self-Invoice [India Edition]

If you are a GST-registered buyer and you purchase goods or services from an unregistered vendor under the Reverse Charge Mechanism (RCM), you can print a self-invoice from Zoho Books. This self-invoice can later be used for tax compliance purposes. 



To download a Self-Invoice, go to the bill for which you want to generate the Self Invoice, click the dropdown next to PDF, and select Print Self-Invoice.

GSTR-7 (Return for Tax Deducted at Source) Report [India Edition]

We've introduced the GSTR-7 report for users who have enabled GST TDS. This report provides details of GST TDS applied to bills and their corresponding recorded payments. By default, the report is grouped by the vendor's GSTIN, and you can further filter it by locations/ branches. Additionally, you can manage access permissions for this report under Roles. Note that this report includes only bills with recorded GST TDS payments.



Configure Webhook Retry Policy

You can configure a retry policy for webhooks, specifying rules on how failed delivery attempts should be managed.



To configure the webhook retry policy, go to Settings > Automation > Workflow Logs > Webhooks > Configure Failure Preferences. 

Custom Notifications for API Limits

We've added custom notifications for API limits. You can set up to three custom threshold values, triggering alerts when usage reaches those levels. The notifications are sent via email to specific users or roles.  Additionally, you have the option to send a sample notification for testing.



Resize Columns

You now have the flexibility to adjust column widths on the transaction list page. If a column contains lengthy text, simply hover over its edge and drag the black line next to the field to resize it. 

Customize Page Number Format for PDF Templates

You can now choose from various page number formats in your PDF templates. You can also define a custom format and select where the page number appears on the PDF. 



To customize the page number format and position, go to Settings > PDF Templates. Select a template, hover over it, and click Edit. Navigate to Header and Footer > Footer. Select a Page Number Format and Page Number Position.

Customize and View Stock Status for Items in a Transaction

When creating a transaction, you can now view both Stock on Hand and quantity Available for Sale for each item. The displayed quantity depends on the View option you select.



Display Type for Lookup Custom Fields

We now support different display types for lookup custom fields. You can choose between a Pop-Up view and a Dropdown view. This feature is currently available for specific lookup modules, including items, vendors, purchase orders, customers, projects, users, and accounts.



Zoho Inventory Add-On Updates


Add Item Description and Unit Price to the UPS Paperless Invoice

You can now add Item Description and Unit Price to the line-items of a UPS paperless invoice. Note that this feature is only available in UPS shipment integrated organizations.



Add Dropshipping Address to Sales Orders

You can now add a Dropshipping Address to sales orders. This address will be displayed as the customer's Shipping Address for that specific transaction. Please note that the dropshipping address is used exclusively for this transaction and will not be saved as the customer's additional address.



To add a dropshipping address, go to Sales > Sales Orders, edit/create a sales order, and click + Dropshipping Address.

View Sales Orders and Packages Associated with a Picklist

You can now easily navigate to associated sales orders and packages directly from the picklist's details page. 



Generate Serial Numbers

Zoho Books now supports serial number generation for purchase orders and bills in inventory add-on enabled organizations. The serial numbers will be generated for the items, and you can click Save to apply them to the items.

To generate serial numbers, select an item from the item table, click Add Serial Numbers, then select Generate Serial Numbers. Enter the starting value and count, then click Generate.

Other Feature Enhancements

  • We have introduced the Cost Per Unit column in the FIFO Cost Lot Tracking report.
  • We now support user state remembrance in the AR Aging Details and AR Aging Summary reports, allowing you to return to your previous state with all your customizations intact. You can also create custom reports to achieve a similar result.
  • You can now filter e-Way Bills without vehicle details by selecting Part A Generated in the e-Way Bill Status field. A new Expiry Date column has been added to the e-Way Bills list page, and you can sort by Date and Expiry Date. [India Edition]

 
 

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

    • Recent Topics

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Analytics for notes created

      Is there a way I can see how many notes were created per day? Via reporting or analytics?

    • Add Custom Reports To Dashboard or Home Tab

      Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

    • Cannot update Recurring_Activity on Tasks – RRULE not accepted

      Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"

    • Add image to report...

      Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add

    • More controls for User Fields in CRM

      Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain

    • Calls to accounts rather than leads or contacts?

      So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for

    • Image Upload Field | Zoho Canvas

      I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

    • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

    • Range names in Zoho Sheet are BROKEN!

      Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet

    • Has anyone integrated SMS well for Zoho Desk?

      Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

    • populate email address and name in zoho desk?

      Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,

    • Are there default/pre-built dashboards in Zoho Desk?

      Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you

    • Enable Locations for Expense

      Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

    • Adding branded signature to tickets reply

      Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

    • Zoho Marketing Automation 2.0 - Landing Page function not working

      Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

    • Zoho Mail Android app update: Manage folders

      Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

    • How to share ticket numbers across different ticket types

      I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event

    • How to keep track of bags, cans, drums of inventory?

      We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

    • Adding Social Media Buttons to Basic Campaigns

      Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

    • Hide Inactive Social Sign-In Providers from Login Screen

      Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

    • [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • Download All Attached Files

      It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.

    • Ship via Carrier Not Working Since Commerce Update

      Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

    • automations: Can I execute a step on a specific date?

      I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

    • Zoho Expense - The ability to add detail to a Trip during booking

      As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

    • Adding Folders in Android App

      Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

    • Schedule Exports for Regular Project Updates

      Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

    • Question about custom fields using Pivot Tables.

      I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?

    • Request for Light/Dark Mode

      Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm

    • Signature field is showing black

      Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

    • Journey Email - Ignored Contacts

      I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not

    • Involved account types are not applicable when create journals

      { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

    • Zoho Books - Include Payment Terms as a Custom View filter

      It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

    • How to update changed purchase account of item in invoice

      I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

    • Help - Zoho CRM notification on mobile (IOS/Android)

      Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app

    • Zoho Books Idea - Include another field in Bank Details for Address

      Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

    • a question about the COQL API v8

      When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success

    • Zoho Books Idea - Bank Details Button on Banking

      Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

    • Next Page