Zoho Books | Product updates | May 2025

Zoho Books | Product updates | May 2025

Hello users,

We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances with ease.

New Currency Support: Caribbean Guilder (XCG)

We’re introducing support for the Caribbean Guilder (XCG). This new currency, which replaces the Netherlands Antillean Guilder (ANG), is pegged to the U.S. dollar and will soon become the official currency of Curaçao and Sint Maarten. Existing users can add XCG as a currency, while new users will have the option to set it as their base currency.

Module Level Approval

You can now configure approvals individually for each module, set the approval type, and assign specific approvers.


To configure approval at the module level, go to Settings > Sales/Purchases. Select a module, then navigate to the Approvals tab. Select an Approval Type, configure the necessary details, and click Save.

Custom Fields Support for Recurring journals

We've added support for custom fields in Recurring Journals. The custom fields configured for Manual Journals will now be available in Recurring Journals as well.

Add Payment Mode and Bank Account Details to Transactions [Germany Edition]

We have introduced new fields for Payment Mode and Bank Account in Invoices, Recurring Invoices, and Credit Notes. These fields are crucial for e-invoices following German standards like XRechnung and ZUGFeRD. Supported payment modes include Cash, Cheque, Bank Transfer, and SEPA Credit Transfer. The Bank Account (IBAN and BIC) field appears only when SEPA Credit Transfer is selected, showing all active accounts. These details will be included in exported e-invoice formats. To comply with German regulations, once an invoice or credit note is marked as Sent or Paid, both the transaction and its associated payment details (IBAN and BIC) become non-editable.



Filter and Add Reporting Tags as Columns

You can now add reporting tags as columns in the list view of the Customers, Vendors, and Items modules by customizing the columns. Additionally, you can filter transactions using reporting tags by creating custom views with reporting tags as filter criteria.

To add reporting tags as columns, go to Customers/Vendors/Items. Click the Customize icon and select Customize Columns. Choose the reporting tags you want to include as columns, then click Save.
​

To filter transactions using reporting tags by creating custom views, go to Customers/Vendors/Items. Click the All Customers/All Vendors/All Items dropdown, then click + New Custom View. In the Define the criteria (if any) field, select the reporting tag as a filter. Enter all other necessary details, then click Save.

Filter and View Sales Orders That Are Not Shipped

You can now filter sales orders that are not shipped by creating a custom view.


To filter sales orders that are not shipped, go to Sales > Sales Orders. Click the All Sales Orders dropdown in the top right and select  Enter all the necessary details, and in the Define the criteria (if any) field, select Status in the first dropdown, is in the second dropdown, and Not Shipped in the third dropdown. Click Save.

New Retainer Draw Status Column

We are introducing a new Retainer Draw Status column to track the withdrawal of retainer payments better. This column will include the statuses Awaiting Payment, Ready to Draw, Partially Drawn, and Drawn. You can now use these statuses to filter retainer invoices, perform advanced searches, create custom views and workflows, and filter reports based on the new Retainer Draw Status.

Allocate Landed Cost to Multiple Bills

We’ve introduced the option to Allocate Landed Cost to Multiple Bills. This feature is available when the bill includes a landed cost line item with an unallocated amount. You can select a landed cost item and choose an allocation method such as Quantity, Value, Dimensions, or Weight, to distribute the cost according to your business needs. Using the Add Bills section, you can filter bills by Vendor Name, Date Range, and Status, and then allocate the landed cost automatically based on the selected method. When a bill item is removed in Zoho Books, the corresponding landed cost allocation is automatically recalculated to ensure accurate cost distribution. If necessary, you can re-add the removed line item, and the system will adjust the allocations accordingly.


Zoho Inventory Add-On Updates

Introducing Kit Items

A Kit Item is a composite item that groups multiple individual items and sells them as a single unit. Kit items don't require a manufacturing or assembly process and are available exclusively for sales transactions. The selling price of a kit item is defined independently of its component items. Kit items don't have their own stock. Instead, stock is deducted from the individual components when a kit is sold. Tax and pricing are maintained at the kit level. Kit items have their own SKUs, and each kit can have up to 1,000 components. Nested kits are supported up to three levels deep. Kits can include both goods and services. If all components are services, the kit will be treated as a Service Item. Otherwise, it will be a Goods Item.

Note: This feature is not available in the Kenya edition of Zoho Books.



Introducing the New Assemblies Module 

We’re introducing a new Assemblies module, which replaces the former Bundles feature. Assemblies now have a dedicated section under the Items module in the left sidebar. Key enhancements include customizable columns, support for custom views, advanced search, quick create functionality, and dedicated assembly reports for improved tracking and insights. The Assemblies feature is also supported in the mobile app.


Support for Custom Fields at the Line-Item Level in Purchase Receives

You can now add custom fields at the line-item level in Purchase Receives.

​

To add custom fields for Purchase Receives at line-item level, go to Settings > Items > Field Customization. Create a new custom field or edit an existing one. Click Yes next to the Show when creating transactions option. Then, select Purchase Receive in the Include in Modules field. Click Save.

Enhancements to Picklists

You can now mention users in picklist comments. When a user is tagged, they will receive an instant notification, which redirects them to the specific picklist when clicked. You can also view the quantity picked on the Sales Order details page and the Invoice edit page. We now support using custom fields as placeholders in picklist notification templates for both email alerts and in-app notifications. Additionally, You can also sort the Item Details and SKU fields in the picklist list view.

Enhancements to the Picking Process

The Android app now supports external barcode scanners, including Zebra devices and mobile handheld scanners, with iOS support coming soon. A new swipe gesture allows users to quickly mark items as picked. Additionally, a search and filter option has been added to help users easily select the required items during picking.

Other Feature Enhancements 

  • We’ve now extended the maximum number of days per interval in the Inventory Aging Summary report to 120 days.
  • You can filter the Inventory Valuation Summary report by sub-categories.
  • We’ve added support for date placeholders in Manual Journal Notes and Descriptions. 


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

    • Making preview pane "stick"

      Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in

    • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

      Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data

    • Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

      Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,

    • Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability

      Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will

    • Live webinar: 2024 recap of Zoho WorkDrive

      Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.

    • Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps

      Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows

    • Live webinar: Getting the most out of WorkDrive in Zoho Workplace

      Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your

    • Live webinar: Mastering data migration, organization, and team collaboration

      Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity

    • BARCODE PICKLIST

      Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

    • Join our live webinar: Explore the WorkDrive TrueSync application!

      Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our

    • Bug tracking

      Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • Script Editor not an option

      I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

    • Envio de mails

      Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar

    • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

      In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:

    • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

      l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.

    • SLOW EMAILS

      Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.

    • POP3 authentication error - SOLVED

      Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen

    • Solution to Import PST File into Office 365.

      MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users

    • Add Zoho One Groups/Departments to Shared Mailbox Access

      Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign

    • Allow Filters with Only Special Characters in Zoho Mail

      Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering

    • How to save email as PDF?

      I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"

    • Flexible plans

      Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this

    • Weekly Tips : Teamwork made easy with Multiple Assignees

      Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders

    • Cannot give public access to Html Snippet in Zoho Creator Page

      Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is

    • Weekly Tips : Customize your Compose for a smoother workflow

      You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

    • Accounting on the Go Series-43:Enhancing Your Reporting Efficiency with Dashboard Filter State Retention

      Hello everyone! Welcome back to our series on Zoho Books mobile app features. Today, we will talk about a feature that yet again helps you focus on work that really matters-Dashboard Filter State Retention. Imagine you're working on your Zoho Books dashboard,

    • Zoho books/payroll tax payment

      I accidentally made a second payment to my taxes for $300 which is reflected in my bank account and therefore on Zoho books but I can not match it to any transactions because its not reflected in payroll as a tax payment. Is there a way to add an extra

    • I can't renew the Finance Plus subscription

      I tried to renew the Finance Plus subscription but it keeps reloading the same page over and over when ever I click on "Renew Subscription" button

    • Estimate vs Quote

      they are different. Quote is for 1 piece price + other charges. Estimate is for total quantity to be ordered. The gross total amount of the Estimate is the amount payable. Replacing Estimate as Quote is not understandable because they are different. In

    • Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App

      Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient

    • Accounting on the Go Series-48: Enhance Accuracy with Custom Work Week Start Days in Zoho Books iOS app

      Hello everyone, Welcome back! We’re here with another feature spotlight that might seem small but can have a big impact on your daily routine: setting the first day of the work week in the Zoho Books iOS app. Imagine this: You’re a business owner who

    • Time to Get Paid Report in ZBooks

      Hello, One of our customers who has 25 different companies around the world gets 60 days to make payments. Unfortunately, the subject report does not report an average time to get paid (in days) or the ability to look at a custom period of time. Currently

    • How to prepare a balance sheet for a company that has no operations yet?

      .

    • Project Billing Method from Zoho People

      Normaly our customers use Zoho Projects to manage projects and timesheet that are being charge to the customer. Using the integration from Zoho Project we can have projects base on different billing method. For example most of our customer use Hourly

    • Zoho Books-Accounting on the Go Series!

      Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

    • Zoho Books | Product updates | July 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho

    • Zoho Books | Product updates | August 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

    • Update or Upsert Records Using Unique Custom Fields

      Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.

    • [Webinar] Understanding the New Invoice Management Systems

      Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS

    • Next Page