Zoho Books | Product updates | June 2025

Zoho Books | Product updates | June 2025

Hello Users,

We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease.

Introducing Change Comparators in Workflow Rules

We’re introducing new comparators in workflow rules that you can add to your criteria. The new options include changes, which triggers when any value changes; changes from, which triggers when a value changes from a specific value; and changes to, which triggers when a value changes to a specific value.

Note: This feature is applicable only to custom modules and supports all field types except Multi-select and Text Box (Multi-line) fields.

HSBC Online Payment for Vendor Batch Payments

We’re introducing HSBC online payments for vendor batch payments, allowing you to pay directly through your HSBC account connected to Zoho Books.

Note: This feature is available only if the Zoho BillPay add-On is enabled for your organization.

Upload Images From Your Desktop to Email Templates

You can now upload images from your desktop to your email templates.



To upload images to email templates, go to Settings > Reminders & Notifications > Email Notifications. Select a template, hover over it, click the dropdown that appears, and select Edit. Then, click the Upload icon and select Upload in the Add Image pop-up that appears.

Apply Line Item Discounts With Avalara Integration [United States and Canada Editions]

We now support line item level discounts for organizations integrated with Avalara. You can apply discounts directly to individual line items, and Avalara will accurately calculate taxes based on the discounted amounts.




Apply Credits Applied On Date to Bills 

We now support the Credits Applied On date when applying Vendor Advances, Excess Payments, and Vendor Credits to Bills. This allows users to record the credits applied on these transactions on a future date later than the original posting dates. When the Credits Applied On toggle is enabled, the Credits Applied On field will display the recent date  of the Bill or Payment Date/Vendor Credit Date. 

Support for Local Taxes [Mexico Edition]

You can now create local taxes that are managed by State and Municipal authorities and not directly by the federal tax authority of Mexico (SAT) in your Zoho Books organization. These local taxes can be either transfer or retention types, depending on how the specific tax is applied.



To create local taxes, go to Settings > Taxes & Compliance > Taxes > Tax Rate. Click + New Tax, enter the Tax Name and Rate, select the Tax Type as Local Tax, and then click Save.

Exclude Optional Fields When Pushing E-Invoice [India Edition]

You can now choose to exclude optional fields when pushing your e-Invoice to the IRP.




To exclude optional fields, go to Settings > Taxes & Compliance > Taxes > e-Invoicing. Click Configure next to Configure optional fields for e-invoice push. Select the optional fields you want to exclude, then click Save.

Dynamic lookup fields

You can filter the records to be displayed in the lookup custom fields. Only the records that match with the criteria that you define when you create the custom field will be displayed. Additionally, we’ve introduced the Show Source Module Records Independently option. If selected, the lookup filters records based on the criteria set. If no criteria are set, it shows all the module records.

For example, if you're creating a lookup for the Invoice module within the Sales Order module and want to filter invoices by Customer Name, you can set that as a criterion. If the Show Source Module Records Independently option is enabled, the field will display all invoices, regardless of the selected customer. If it's disabled, the field will initially appear blurred and will populate only after a customer is selected in the Sales Order, showing invoices related to that specific customer.



Other Feature Enhancements 

  • When transactions are grouped in reports, you now have the option to display only the total value for each group, hiding the individual transactions within it. This feature applies only to the Receivables Summary, Receivables Details, Payables Summary, and Payables Details reports.
  • We’ve introduced language support for Filipino and Bahasa Melayu in Zoho Books. You can now use the application in either of these languages.


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

    • Secondary Reporting Manager permission level

      Hi, same time last year I was speaking to Zoho about the use of a Secondary Reporting Manager and certain challenges that I was facing. at the time, I was told that this functionality did not exist. I am still facing challenges, so I would like to ask

    • アナリティクスで商談中のパイプライン(ステージ）の件数比較

      アナリティクスで商談中のパイプライン(ステージ）の件数を前週と前々週で比較したい。前々週の件数が更新することで変動してしまう。対象方法をご教授ください。

    • why is my folder list is gone?

      Hi, All my email folders are gone, i cant found any email. could you please check it?

    • Our ZOHO mail is not working

      ZOHO mail is not working for any of our company's employees. All are able to access it in mobile. But not in laptops as a app or in webpage. please help asap.

    • Request to Release Email Aliases for Our Domain

      Dear Zoho Support Team, Greetings, We are currently configuring the email system for our organization in Zoho Mail and encountered an issue while creating several email aliases. When attempting to create these aliases, we receive the following error message:

    • Changing Base Currency to USD (we are based in the UAE)

      Hello everyone, Good day. We are based on the UAE and our bookkeeping is in USD. I followed the online resource that I select the country first where the currency I want as base is native then later on changed the country once the whole setup is done.

    • Error "The domain pinakajewels.com appears to be already in use in another organization. Learn More"

      Hi Team, I have the following account with zoho mail Organization ID: 644368849 This zoho mail account was earlier mapped to www.senacareese.com I no longer own the domain www.senacareese.com I wish to map www.pinakajewels.com to the same zoho mail account.

    • Add personal Facebook to Zoho Social

      Hi. is there any way i can post to my business and personal Facebook and Instagram at the same time when I make or schedule a post?

    • Option to Delete Chats in IM

      Currently, there is no option to delete any chats in IM, regardless of their source.

    • Billing Status Update

      Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant

    • Please Enter Valid Amount

      Where to enter amount while importing file in journal.?

    • How to create a custom motorbike rental contract based from the customer list and print it.

      I would like to enter the customers information and then print out the contract with there name and information needed. how can I do this. I have the Zoho Books only. I'm just starting. Thanks

    • LAST YEARS TRANSACTIONS

      How do I obtain a statement for transactions from last year - 2025

    • Missing Company Name on Estimate

      Hi there, I noticed that On some of my estimates (either new or old) the Company name disappeared and not shown neither on Zoho Book Client page nor on the estimate. Please note that on the PDF generated months ago, the estimate contains the company name.

    • Não estou recebendo código de autenticação (Instagram)

      Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no Instagram, o email com o código de autenticação de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). . Já solicitei

    • Automation #7 - Auto-update Email Content to a Ticket

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

    • Recurring Invoices not generating – "Next Invoice Date" has passed despite "Active" status

      Hi everyone, We are currently experiencing an issue in Zoho Books where our recurring invoice profiles are not generating invoices/drafts as scheduled. The Problem: As shown in the attached screenshot, the "Next Invoice Date" (Nächstes Rechnungsdatum)

    • #3 Stop Retyping the Same Things

      Imagine a store where customers keep walking in and placing different orders throughout the day. The store owner manually enters every product name, price, tax and description while creating invoices. During a busy day at work, the store owner had to

    • Rename system-defined labels in Zoho CRM

      Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from

    • Creator List not showing

      I've edited a list in creator, but when I open it in the live version the list is completely different. Anyone know why this is happening? Edit Version: Live Version:

    • Mirror Component in Zoho CRM: Access real-time related data without leaving your record

      Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

    • Functionality based URL to find records due today or in the next week

      I need to construct a URL to filter a view to records where the evaluation is due soon (i.e. in the next 7 days). To me, that includes today, but Zoho has a different opinion. Zoho defines 39 as NEXT_7_DAYS but this gives unexpected results. https://creatorapp.zoho.eu/...#Report:My_Evaluations?Evaluation_due_by_op=39

    • Automated entries past the current month in a calendar report

      Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectly

    • Problem: New Email Consistently Failing to Sync/Display in Inbox

      Recently, I have noticed that my Zoho Email inbox does not indicate I've received a new email, until I go to *another* folder and then return to the inbox. Only then will new emails be displayed. This has happened 100% of the time, during the past few

    • Upcoming Webinar: Landing page optimization strategies you need in 2026

      If users are visiting your landing page but not converting, your page is trying to tell you something. The key is knowing what to optimize. Sometimes a landing page doesn’t need a complete redesign. A better CTA, fewer form fields, clearer messaging,

    • Nueva edición de Meetups de Español Zoho Community - Junio 2026

      ¡Vuelven los Meetups de Español Zoho Community a España! ¿Te gustaría convertir más visitas y clics a tu página web en clientes de tu empresa? Esto es muy sencillo gracias a las soluciones de software de Zoho, como bien sabéis. Y es por ello que estamos

    • How to make the birthday date field available without the year?

      Hello, I wonder if I can have the date of birthday field without the year. A lot of people dont like to say the year they were born. 

    • Marketing Tip #33: Build trust with behind-the-scenes content

      Customers are more likely to trust a brand when they can see the people, process, and care behind it. Behind-the-scenes content adds that human layer to your business. It shows that there’s a real team behind the store packing orders, checking quality,

    • Marketing Tip #9: Track your traffic sources

      Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top

    • Remove ####,####.## Placeholder from Number & Decimal Fields in Zoho Creator

      Just wanted to share a small UI workaround I used in Zoho Creator. By default, Number and Decimal fields show placeholders like: ####,####.## Sometimes this doesn’t look clean, especially for read-only calculated fields in custom UI designs. I was able

    • Default ticket template in helpcenter

      Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

    • 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

    • Adding a custom formula field from sub-forms

      I have used my 5 Aggregated Sum fields in the subform. I have another column I want to add a summary of. This can be in a separate section/field. The formula field won't pull in information from the sub-form. How do I pull information from the sub-form

    • Custom Buttons & Links Now Supported in Portals

      We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals, enabling portal users to take direct action without recruiter

    • Mastering Zia Match Scores | Let's Talk Recruit

      Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

    • New feature: Usage dashboard in Zoho Sign

      Hello! Zoho Sign's new usage dashboard lets organization administrators monitor product adoption across teams, identify unused plan features, and view the environmental impact of every envelope. The dashboard includes six panels: Envelopes sent, Feature

    • Introducing the New Zoho Assist Quick Support Plugin

      We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,

    • Native QuickBooks integration for Zoho CRM: Connecting sales and finance

      Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This

    • Account Reconciliation via API

      I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an

    • Edit a previous reconciliation

      I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

    • Next Page