What's New in Zoho Books - July 2024

What's New in Zoho Books - July 2024

Hello users,

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

Explore An Enhanced Reports Module

We've streamlined the Reports page to increase efficiency and accessibility. The new layout features a user-friendly list view, sidebar, and search options for effortless navigation. You can now enjoy a cleaner layout of the list page with simplified filters and a card-based design. You will also be able to customize and export your reports exactly as they appear on your screen.


Transaction Posting Date for Bills [India, Canada, and Global Editions]

Transaction posting date is the date on which the journal entry of your bill is posted. Note that the posting date should be greater than the bill date. If you are using the India edition of Zoho Books, you will be able to claim ITC for the items in the bill based on the posting date instead of the bill date.

To enable the Transaction Posting Date for your bills, go to Settings > Purchases > Bills. In the Field Customization tab, click the dropdown next to the Transaction Posting Date field and select Mark as Active.



Introducing the Free Plan [Germany Edition]

We have introduced the Free plan for users using the Germany edition of Zoho Books. This plan includes features like SKR standard of accounting, correction invoices, DATEV exports, VAT-compliant invoices, and more. Visit our pricing page to learn more about the features available in this plan.

Payment Form for Invoices [Mexico Edition]

In Mexico, a payment form is a mandatory field in e-invoicing used to specify how the transaction will be settled. Common payment forms include cash, credit card, and bank transfer. This field must be included in the invoice to meet the standards set by the Mexican tax authority (SAT).

To add a payment form in Zoho Books, go to Sales > Invoices. Create or edit an invoice, select PUE or PPD as the Payment Method, and choose the appropriate Payment Form.


Export Your Chart of Accounts in XML Format [Mexico Edition]

To comply with SAT (Servicio de Administración Tributaria) regulations from the Mexican government, we have enabled the Account Group Code field for your chart of accounts. You can enter the code provided by SAT and export your accounts in XML format for electronic accounting.

To enter the Account Group Code for an account, go to Accountant > Chart of Accounts. Create or edit an account and enter its Account Group Code or select it from the dropdown.


Other Feature Enhancements

Estimates to Quotes Migration

You can now migrate "Estimates" to the term "Quotes" as it accurately reflects the module's function of offering fixed pricing for items and sending legally binding documents. Only the module's name, "Estimates", will change to "Quotes", and the actions such as creating, sending, and managing your estimates will remain the same. Once you've made this change, all the new templates will be named "Quote", and you can edit the existing estimate templates to reflect the same.


Enhanced Keyboard Shortcuts

We have made some improvements to the shortcut feature in Zoho Books, with an enhanced interface so you can customize your shortcut keys, disable preferred shortcuts, and reset any edited keys to their original settings. Note that the customizations made to your keyboard shortcuts will not be applicable for other users in your organization.


Quick Create Menu for Custom Modules

We have now included the Custom Modules group in the Quick Create menu on the top band so you can create records in your custom modules from any page in Zoho Books directly.

To create a new record for a custom module, click the Quick Create icon on the top band. In the Custom Modules group, click the Add icon next to the custom module you want to create a record for. This will redirect you to the respective creation page where you can enter and save the details of the new record.


Overwrite Imported Data Based on Custom Fields

You can now overwrite imported file details based on custom fields created for the corresponding module. This option is available when you import items, customers, vendors, or custom modules.


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

    • update linked contacts when update happens in account

      Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

    • Unable to explore desk.zoho.com

      Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different

    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

    • Does Attari Messaging app have Bot option and APIB

      Hi, Does Attari also have Bot and API as we use in WhatsApp??

    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

    • Change of Blog Author

      Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

    • Show Attachments in the customer portal

      Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

    • Feature Request - Insert URL Links in Folders

      I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • How to record company set up fees?

      Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

    • Show Payment terms in Estimates

      Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

    • Search Bar Improvement for Zoho Commerce

      Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

    • How can I calculate the physical stock available for sale?

      Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

    • When dispatched to crew, assigning lead missing

      Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

    • I want to transfer the project created in this account to another account

      Dear Sir I want to transfer the project created in one account to another account

    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

    • 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

    • Custom Bulk Select Button

      Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

    • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

      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

    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

    • BUG - Google Business Buttons - Add a button to GBP Post

      I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

    • Do you have software like Windows software?

      We want swadeshi software

    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

    • Trying to export a report to Excel via a deluge script

      I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

    • Need help to create a attach file api

      https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

    • Export view via deluge.

      Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

    • Zoho Inventory's latest shipping integration updates at a glance.

      Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,

    • Outdated state in mexico

      Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

    • Possible to generate/download Quote PDF using REST API?

      See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

    • Creating an invoice to be paid in two installments?

      Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

    • Replace Lookup fields ID value with their actual name and adding inormation from subforms

      Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

    • Can a Zoho Sites page be embedded into another website (outside Zoho)

      Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding

    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

    • Next Page