Function #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
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'.
Update on PDF Download Issues Caused by Antivirus Software
Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Zoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100
Custom Fields with Data Types for Expense and Payments Received in Zoho Books
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can
Function #13: Transaction level profitability
In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specific
Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)
Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency
Function #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
Introducing Sub-Accounts in Zoho Books!
Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other
Enhancement - Financial Reports
Hello Everyone, As part of enhancing reports in Zoho Books, we have added an option`Compare With` in Financial reports. Using this, you can compare the current period with Previous Year(s)/Previous Period(s) (Maximum 3 periods). This option is available in the following Financial Reports: * Profit and Loss * Cash Flow Statement * Balance Sheet Please feel free to share your feedback. We are glad to hear from you. Regards, Nithya - Zoho Books Team.
Function #6: Calculate Commissions for paid invoices
Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
Function 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking
Client Portal is now available in Zoho Books
Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal name
2025 Just Got More Exciting for Developers!
Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow
Introducing a Refreshed Design To Enhance Your Zoho Books Experience
Hello users, We are excited to bring a refreshed design along with enhancements to the user interface in Zoho Books. You might have already noticed the new color themes with redesigned icons in your Zoho Books organization. Here’s everything you’d want
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on
Function #22: Associate salesperson automatically based on customer-level custom field
Many businesses rely on salespersons to engage with customers and facilitate sales transactions on behalf of the company. These sales representatives often handle multiple clients simultaneously, and it becomes essential to correctly link each salesperson
Features, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise
Deprecation of Google Drive and Google Sheets connections in Zoho Finance Applications
Dear customers, We want to inform you about important updates to the Google Drive and Google Sheets connections in the Zoho Finance apps. Google has notified us about sensitive scopes within these two connections. As a precautionary measure, we have decided
Zoho Books partners with ICICI Bank
Hello everyone! Hope you’re doing great! We have a major update for you. We’ve partnered with ICICI Bank (one of the largest banks in India) to bring accounting and banking together on one platform and introduce the first of its kind integration: Contextual Banking. It is the ability to perform bank-related transactions contextually within the accounting software. Once you set up this integration in Zoho Books, it will help you: Get paid faster by giving your customers multiple payment options
Function #26: Automatically update deal stage in Zoho CRM when invoice is paid in Zoho Books
Hello everyone! It's Friday, and you know what that means – it's time for a Custom Function! Let's jump right in. The Deals section in Zoho CRM, is a valuable tool for tracking the different stages of a business opportunity, starting from its initial
Best practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from books.zoho.com/portal to books.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected to
Accounting on the Go Series-1: Effortless Accounting with iOS Home Screen Widgets
Widgets allow you to customise your iOS home screen with shortcuts to the functions you use most. Ever imagined you could access essential accounting tools without even opening the app? We're excited to discuss a feature that'll simplify the way you handle
Master the art of budgeting with Zoho Books | Free Webinar | 4th & 5th March 2024
We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
Accounting on the Go Series-19: Flexible Invoicing- Tailoring Transactions with changeable Templates in Zoho Books
Hello Zoho Books users! We are back with another 'Accounting On-the-Go' series and this time, we will talk about a feature that adds a touch of personalisation to your invoicing journey. Zoho Books mobile app enables you to select different templates
Manage and Automate Taxes Effortlessly with Zoho Books' Advanced Tax Features
Hello users! We're excited to highlight some of the most beneficial features in our Tax Settings page. Whether you're a long-time user or just getting started, these features are here to enhance your Zoho Books experience. Note: The features in this post
Accounting on the Go Series-14: Unlock Business Insights Anytime, Anywhere: Reports in Zoho Books Mobile App
Hello Users, In today's segment of our "Accounting On-the-Go" series, we're highlighting the seamless reporting capabilities in the Zoho Books mobile app. With easy access to critical insights, you can make informed decisions wherever you are. Reports
Function #17: Automatically update customer owner from Zoho Books to Zoho CRM
Today's function caters to those who use both Zoho Books and Zoho CRM. In Zoho CRM, you can pick a user to be the owner of an account or contact. Zoho Books has a similar functionality called "Customer owner" allowing you to assign a user as the owner
Accounting on the Go Series-6: Streamlined Contact Management in Zoho Books mobile app
Dear users, Welcome back to the 'Accounting On-the-Go' series. Today, we look into effective contact management – a cornerstone of smooth communication and collaboration. Zoho Books offers two powerful features to make this process seamless. Scanning
Accounting on the Go Series-5: Simplify Client Visits with Zoho Books Mobile-Maps Integration
Dear users, Welcome back to the "Accounting On-the-Go" series! We're thrilled to explore another feature that simplifies your daily tasks. At Zoho Books, we love incorporating commonly used apps to make your accounting journey even more effortless. In
Accounting on the Go Series-3: Effortless Accounting with iOS Lock Screen Widgets and Live Activity tracker
Welcome back to the “Accounting On-the-Go” series. In our previous discussions, we explored how Home screen widgets can empower you with assistive accounting dashboards, putting all essential tools at your fingertips. Now, we're excited to introduce Lock
Accounting on the Go Series-2: Seamless Expense Management with Zoho Books GPS Mileage Tracking
Welcome back to the “Accounting On-the-Go" series. In this post, we're delving into a feature that redefines how you manage expenses on the move. Consider a growing business with multiple salespeople, and professionals who are on the road daily, covering
Early Access: Check Printing in Zoho Books
Hello Everyone, Are you constantly writing checks to pay your vendors? We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases. It is available in the US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD. Here’s a summary of what’s possible: 1. Write and print a check. 2. Make
GSTR-2B in Zoho Books
Hello users, The government has introduced GSTR-2B which is an auto-drafted statement that contains information from GSTR-1, GSTR-5, GSTR-6 and ICEGATE system (Indian Customs Electronic Gateway). This statement is similar to that of GSTR-2A but is static
New: Track Vendor Credits in Zoho Books
We are happy to announce that you can now record credits you receive from your vendors or suppliers as a Vendor Credit Note in Zoho Books. While running a business, it's common to return damaged goods or pay excess amount in advance to vendors. The Credit Note which your vendors issue, needs to be tracked so you can use them for your future purchases . How does Vendor Credit Note work ? You can create Vendor Credit Note from Bills to keep track of returned goods or services. You
Headers and footers for this holiday season
Hello users, The holiday season is here and 2022 is just around the corner. To help you send holiday-themed invoices to your customers, we have published new headers and footers for templates. They have been carefully designed with different color
Domestic Reverse Charge in Zoho Books (UK edition)
Dear customers, With HMRC implementing Domestic Reverse Charge (DRC) on construction services from 1 March 2021, Zoho Books now lets you track DRC on sales and purchase transactions. Although DRC on construction services is being implemented now, the
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Books. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automatic
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