20 Nov, 2014
- Files can be attached to estimates and invoices.
- Receipts can now be attached to bills.
30 Oct, 2014
- Expenses can be recorded as paid through equity accounts.
22 Oct, 2014
- Opening stock amount can be provided for your inventory items.
- Expense receipts can be downloaded as PDF
29 Sep, 2014
- Customized content can to added to your template header and footer.
- Bank details can be specified in invoice template footer.
24 Sep, 2014
- Import/export options removed from Settings. Modules can be imported and exported from their respective sections.
09 Sep, 2014
- Bills can be downloaded and printed.
- Secondary click enabled under list view.
28 Aug, 2014
- New compact template added to template gallery.
11 Aug, 2014
- Automatic reminders based on invoice payment date.
08 Aug, 2014
- Product sync between Books & CRM.
- Customize font family & color of email templates.
- Advanced search inside projects & timesheets.
25 July, 2014
- Expanded list view of each section.
- 'Preferences' settings regrouped.
- New equity account 'Retained earnings' added.
- Edit clients' card details from client portal.
22 July, 2014
- Templates regrouped for easy view & selection.
- 'Cash accounts' available from 'Banking'.
- Inventory management is now available.
09 July, 2014
- U.S edition supports automated sales tax calculations.
17 June, 2014
- Opening balances can be deleted anytime.
- Transactions grouped as 'Sales' or 'Purchases' on the home panel.
- Import bank statements in CAMT.053 format (European standard)
- Select templates whilst creating/editing a transaction.
03 June, 2014
- View CRM info of a contact while creating an invoice.
- Access the chart of accounts from the'Accountant' tab.
08 May, 2014
- Zoho Books now supports 9 new languages.
- Customize font size and color of item description in templates.
- Edit HTML content of email templates and reminders under 'Settings'.
- Search for any CRM contact while creating a new transaction.
23 April, 2014
- Associate tax while creating purchase orders.
- Know when your clients view their estimates and invoices.
- Add upto 20 'contact persons' for an organization.
02 April, 2014
- New feature launched : Sales orders.
- Price lists available and can be customized for each customer.
- 50+ additional banks now supported for automatic bank feeds.
27 Feb, 2014
- New feature launched : Purchase orders.
14 Feb, 2014
- Create and automatically send out recurring bills.
- Raise invoices for projects from Zoho Projects.
03 Feb, 2014
- Invite clients to your organization's portal.