Introduced the Horizontal Balance Sheet with liabilities on the left and assets on the right (Indian Editon).
23 August, 2018
Attaching timesheet entries to projects-based invoices has been made optional.
You can now include all associated bills while creating an invoice for a project.
Provided the option to generate the Inventory Summary report based on the status and stock availability of items.
20 August, 2018
Added batch tracking for composite items and bundles, in the Zoho Inventory add-on.
16 August, 2018
Introduced PDF import of bank statements for the UAE and KSA editions (currently in beta).
13 August, 2018
Invoice actions can now be performed from the invoice list page.
09 August, 2018
Added the option to export the users in an organization.
The tax treatment of line items will now be included in invoices while importing or exporting them (Indian edition).
Usability improvements for the Zoho Books - Zoho People integration.
06 August, 2018
Increased the additional address limit for contacts from 100 to 200.
03 August, 2018
Added auto-generation and confirmation of the client portal name from the getting started page.
Provided the option to generate the Inventory Summary and Inventory Valuation Summary reports based on item names.
31 July, 2018
Provided the option to choose the date to generate the first tax return (UAE & KSA).
27 July, 2018
Introduced draft status for journal entries.
Provided support for importing and exporting journal entries with its status.
Provided the option to print and download a journal entry.
23 July, 2018
Introduced permissions at role level for GST filing (India).
Provided an option to include the estimate number associated with the invoice while exporting invoices.
19 July, 2018
Redesigned the calendar view to specify the vendor name and the bill number.
18 July, 2018
Introduced a new invoice template - Spreadsheet Lite.
Provided a link in the comments section to switch to the estimate from which the invoice was generated and vice versa.
Provided the option to associate estimate number while importing invoices.
13 July, 2018
Reclaiming the Flat Rate and Purchase VAT when an expense or bill value with multiple line items is greater than 2000 pounds is supported (UK).
12 July, 2018
Introduced additional filters, namely, customer and project name to filter timesheet entries.
6 July, 2018
PEnabled email alerts for workflows (email alerts, webhooks, and custom functions) when they reach 80% and 100% of their limit.
4 July, 2018
Provided the option to generate a trial balance based on a custom date.
27 June, 2018
Provided Advanced Filters for the Invoice Details report.
You can now customize the Aging Details report for your Payables and Receivables based on a certain Vendor or Customer.
22 June, 2018
Added the option to display the Account Code and Running Balance in the Account Transactions report.
20 June, 2018
Provided the option to set the shipping address preference for PayPal.
19 June, 2018
Added the option to print the transaction details page in the Banking Module.
18 June, 2018
Manual Journals can now be imported (Australian Edition).
Provided the option to add Custom Buttons for more modules, namely; Bills, Credit Notes, Expenses, Purchase Orders, Retainer Invoices and Vendor Credits.
13 June, 2018
Exact matches (if any) are now displayed for uncategorized transactions when using partner banks.
Provided a more detailed General Ledger report.
12 June, 2018
Added the option to sort journals by their journal numbers.
08 June, 2018
Provided Bulk Update for Estimates, which allows users to update a field in multiple estimates at once.
Added the option to cancel items in partially billed purchase orders.
The purchase price and selling price of items can now be hidden for all users under a particular role.
05 June, 2018
Recently used custom views are now retained after closing and re-opening Zoho Books.
Introduced Calendar View for bills.
04 June, 2018
Payment Numbers can now be auto-generated or entered manually for the payments received.
28 May, 2018
From now on, discounts on bills are calculated inclusive of tax.(UAE Edition)
Provided the option to add and allocate landed costs to bills.
25 May, 2018
Bill numbers can now be repeated if they are received from the same vendor during a different financial year.(Indian Edition)
Provided option to filter and email outstanding transactions to customers.
Provided the option for users who have access to Personally Identifiable Information to export PII.
24 May, 2018
Added permissions to allow/restrict users to access personally identifiable information.
Allowed customers to add journal numbers manually while creating and importing journal entries.
The GSTR3B summary will now be fetched from GSTN once the return is marked as filed in Zoho Books. (Indian Edition)
18 May, 2018
Provided the option to export estimates and invoices based on the status of the transaction.
17 May, 2018
Out of Scope VAT treatment is now available for bills, recurring bills, purchase orders and vendor credits (UAE Edition).
Added advanced filters to the payment received report.
Provided a search option for addresses in the transaction creation page.
Introduced Retainer Invoices to record advanced payments.(UK Edition)
15 May, 2018
Extended the custom field creation limit in the projects module to 39.
Introduced Zoho Books- Zoho People integration.
8 May, 2018
Enabled the option to filter by reporting tags for the trial balance.
Apps you have integrated with, will now be displayed to you before you delete your organization.
4 May, 2018
Provided the option to view stock on hand, committed stock and stock available for sale.
2 May, 2018
Introduced the option to add and export e-Way bill details.(Indian Edition)
26 April, 2018
Automatic setting of preferred payment gateway for each contact.
Organization IDs are now visible for all your organizations at a glance.
Organizations can be searched for by their Organization IDs.
25 April, 2018
The Purchases tab of the Item details page has been replaced with the Transactions tab.
When importing bills and invoices, they can be linked with their corresponding purchase orders and sales orders.
24 April, 2018
Redesigned the Online Payments section under Integrations.
Added support for Desktop Notifications for Zoho Books via your browser.
Appended an asterisk to all the mandatory fields.
23 April, 2018
Reports that are exported in the CSV, XLS or XLSX formats can be secured with a password.
Files exported in the XLS format can now be password protected.
12 April, 2018
Custom Templates can be now be cloned to templates of the same entity.
Send notification emails to your vendors when you record payments for their invoices.
The PDF copy of Invoices that are pending for approval or in the draft state will have a watermark on them.
Items are populated as tasks while creating projects from estimates.
You can choose Based on Task Hours as the billing method to populate the rate of items as the Rate Per Hour of tasks for projects that are created from estimates.
11 April, 2018
Added the VAT Audit report and Excise Tax Audit report for the UAE edition of Zoho Books.
05 April, 2018
Associate an account while receiving payments for retail invoices from the Retail Invoice creation page itself.
Added the Users module to the Zoho Books and Zoho Reports integration to push user data to Zoho Reports.
04 April, 2018
Introduced the 'OR' operator for Custom Views.
03 April, 2018
Introduced the option to add an Annexure to Invoice Templates.
Items in the Sales by Item report can now be filtered using Reporting Tags.
02 April, 2018
Provided support for Reverse Charge in Estimates, Invoices, Recurring Invoices, Sales Orders and Credit Notes (for the Indian edition).
Added Gateway Error Codes in the Payment Failure report.
30 March, 2018
Record payments received under a liability account.
29 March, 2018
View the bills associated to a customer from their contact details page.
Perform advanced search of salespersons for estimates, invoices and sales orders.
20 March, 2018
Export customer and vendor statements in XLS format.
15 March, 2018
Convert approved and submitted transactions to drafts and add comments.
Sync Zoho Books’ contacts with Zoho Campaigns.
09 March, 2018
Introduced Audit Trails with version history to keep track of changes in transactions (for the UAE and KSA editions).
Add purchase information for items even when the Purchase Order module has been disabled.
Access sales and purchase order modules in Zoho Inventory even when they are disabled in Zoho Books.
Disabling sales and purchase order modules in Zoho Books when it's integrated with Zoho Inventory will not affect Zoho CRM.
06 March, 2018
Set items rates to be tax inclusive.
05 March, 2018
Import PDF bank into Zoho Books (for the Indian edition).
Data Backups in Zoho Books now include details from Zoho Inventory.
02 March 2018
Introduced the option to select "Out of Scope" for VAT treatment of items.
27 February, 2018
Introduced Stripe Card Updater to update the changes in card details in Stripe to Zoho Books.
26 February, 2018
Introduced GSTIN validation within Zoho Books.
21 February, 2018
Introduced the option to create sales transactions with taxable and non-taxable items.
Provided an option to hide the Balance Due in the header.
Enabled templates for Vendor Credits.
20 February, 2018
Export files in XLSX format and password protect them.
Introduced the billing status for a purchase order.
Introduced the handling of designated zones and auto-population of taxes in the UAE edition.
19 February, 2018
Enabled the option to import and export applied credit notes.
15 February, 2018
View all the matched transactions if you've matched multiple transactions to a single feed.
12 February, 2018
Associate salespersons to credit notes.
01 February, 2018
Introduced syncing of Zoho Books custom fields with Zoho CRM.
24 January, 2018
Introduced transaction approval for sales and purchase transactions.
Import bank statements directly from the Documents folder.
18 January, 2018
Launched Paycheck Calculator for Texas, US.
11 January, 2018
Opened support for Reverse Charge in the expense module of UAE and KSA editions.
05 January, 2018
Enabled the display of Running Balance for the bank, credit card and cash account.
Introduced phone placeholder in billing and shipping address formats.
Launched the KSA VAT Guide app for iOS in the Saudi Arabia App Store.
04 January, 2018
Enabled Advanced Search of contacts in all creation pages.
26 December, 2017
Change the reporting period from monthly to quarterly for India.
15 December, 2017
Line item customization enabled for purchase modules.
5 December, 2017
Record partial returns for delivery challans.
Manage upto 100 different addresses for your sale.
28 November, 2017
View GSTR-4 summary for a specified quarter.
14 November, 2017
Keyboard shortcuts to create and save transactions.
11 October, 2017
Add taxes while creating retainer invoices.
Customize each line item in all sales transaction templates.
04 October, 2017
Quick create transactions, journal entries and item adjustments.
28 September, 2017
Generate GSTR-3B till December, 2017.
26 September, 2017
Export specific data from Zoho Books using Export Templates.
14 September, 2017
Choose preferred payment methods in Client Portal.
Bulk download Payments Received transactions as pdf.
14 August, 2017
Print your GSTR-3B summary.
07 August, 2017
Record Shipping bills for your exports.
Create and record Bill of Entry for your imports.
You can now edit sales person right from the transaction creation page.
03 August, 2017
Take a look at your GSTR-3B summary.
01 August, 2017
Create and send out Bills of Supply.
27 July, 2017
Send out shipments with a Delivery Challan.
25 July, 2017
Introducing Spreadsheet template for your invoices.
21 July, 2017
Introducing: Retail invoices for faster invoicing.
19 July, 2017
Edit your transaction template, terms and conditions, and Notes directly from the transaction details page.
08 July, 2017
Find the right HSN/SAC code for your items/services.
28 June, 2017
Inroducing: GST Ready Indian edition of Zoho Books.
20 June, 2017
‘Street Address 2’ field in added in address section.
09 June, 2017
Include Project Name in Recurring Expenses and generate Recurring Expenses from the Project Details page.
While voiding the invoices that are created from Projects, 'unbill' the project hours associated with that Invoice.
Send Customer Statements in bulk.
02 June, 2017
New Report: Mileage Expenses by Claimant.
10 May, 2017
Pay without logging in to the Client Portal.
18 May, 2017
Enhancements to Forte and Authorize.net integrations.
10 May, 2017
Save bills as draft.
25 Apr, 2017
Bulk download transactions as PDF.
19 Apr, 2017
Match journal against statement transactions.
Map Purchase Information with CRM Fields.
29 Mar, 2017
Zoho Books - Zoho Checkout Integration.
24 Mar, 2017
Add a favicon to your Zoho Books organization.
23 Mar, 2017
' Out of Stock' warning.
View daily API usage.
Show total amount in words.
10 Mar, 2017
09 Mar, 2017
Select a tag for the line item while creating any transaction in Zoho Books.
Multiple address selection while creating any sales transaction
09 Feb, 2017
Tax Payments and Tax Adjustments for Avalara integrated organizations supported.
Updates in email template.
08 Feb, 2017
Choose either from Standard or Compact template for your Bills template.
01 Feb, 2017
Create customized Customer Statements.
23 Jan, 2017
Select your template while creating/editing an Invoice or an Estimate under Zoho Books inside Zoho CRM.
23 Jan, 2017
Grid Style View for Line Items.
18 Jan, 2017
Track your Vendor Advances in an Asset account called Prepaid Expenses.
12 Jan, 2017
Manage your Sales Orders.
10 Jan, 2017
Icons included in settings pane and settings drop down.
Associate a Potential from Zoho CRM to an Expense created in Zoho Books.
Signature, Cc, Bcc options added in e-mail.
Pay your invoices through your bank account from the client portal.
Create Recurring Invoices for Projects.
05 Jan, 2017
Create Projects with the same name for different customers.
04 Jan, 2017
Documents and Auto-scan.
16 Dec, 2016
New in Projects: Announcing Card View.
09 Dec, 2016
New in Projects: Announcing Card View.
Create new role and enable permission for Timesheet Staff to record expenses for associated projects.
1 Dec, 2016
Import and export your Inventory adjustments.
Link the items as per their type, Product or Service while Item creation.
24 Nov, 2016
Introducing Razorpay(Indian Edition)
21 Nov, 2016
Integration between Office 365 and Zoho Finance Products
14 Nov, 2016
Convert Invoices To Recurring Invoice
11 Nov, 2016
Zoho Books Android app (Version 5.9.4) Rolled Out
Import and Export Retainer invoices
Send unpaid invoices list to Customers
Order number fields for Recurring Invoices
04 Nov, 2016
Customize Estimate Details Report with Custom Fields
03 Nov, 2016
Option to create Invoices for Bills
1 Nov, 2016
More power to Zoho Books-CRM integration
20 Oct, 2016
Customise Reports with Custom Fields
Add Attachments to your Queries
18 Oct, 2016
Accelerate Sales with Sales Order Report
Record Instalment Payments(Canada Edition)
Introducing Snail Mail Invoicing in Canada Edition
04 Oct, 2016
Manage your Custom Fields
03 Oct, 2016
Item Adjustment by Value
30 Sep, 2016
Ship and Bill Items to Multiple Addresses
23 Sep, 2016
Sync data between Zoho Books and Zoho CRM
22 Sep, 2016
Introducing Basic Template
Manually Charge your Customers
16 Sep, 2016
Clone your Templates
14 Sep, 2016
Power Packed Zoho Books iOS version 4.0
1 Sep, 2016
Know Your Contacts' Department and Designation
25 Aug, 2016
Classify your Accounts Further with Sub-Accounts
24 Aug, 2016
Get multiple checks printed in one go with the Bulk Print option. (U.S. and Canada Edition)
23 Aug, 2016
Make remarks, add multiple notes, and view them under Contacts Overview.
Save the trouble of manually listing time entry each time with the Clone option under Timesheet.
19 Aug, 2016
Display the tax summary in your base currency for transactions recorded in other currencies. (Global Edition)
17 Aug, 2016
Create adjustments when matching transactions, add advanced filters while searching for transactions and match withdrawals against deposits and vice versa.
16 Aug, 2016
Keep track of TDS. (Global, India and Australia Edition)
12 Aug, 2016
Start and end time in the Timesheet Report.
Expenses by Project Report and Project Details Report.
9 Aug, 2016
You can set your invoices to be automatically sent to your customers at a future date.
5 Aug, 2016
Apply a Payment term for your vendor.
26 July, 2016
14 July, 2016
Zoho Books and Zoho Reports integration.
12 July, 2016
Customer can now make payments through stored cards from the client portal.
12 July, 2016
Display contact custom fields in client portal.
1 July, 2016
Sort your taxes the way you want them to appear in your Invoice.
1 July, 2016
Get a drill down report on Non-Taxable Sales Transactions(U.S. Edition).
30 June, 2016
Have all past transactions and mail history available at your fingertips within the contacts module.
25 June, 2016
Associate more details to your shipping address through Custom Fields under your Contacts Preferences.
20 Jun, 2016
With WePay, you can create a merchant account in minutes and start accepting online payments from your customers.
03 Jun, 2016
Store your customer’s Facebook, Twitter and Skype IDs in the contacts section.
01 Jun, 2016
Personalize your credit notes, payment receipts, and sales orders with custom templates.
Use custom fields to add additional information related to the products you sell.
27 May, 2016
You can now include a reason for writing off an invoice.
13 May, 2016
You can now choose and apply themes to your organization
11 May, 2016
Attach files to your Contacts and share them with your customers through the Client Portal.
16 Mar, 2016
Connect Zoho Books to Slack, an online messaging app and keep track of your customer's client portal activities.
02 Mar, 2016
You can now record the vehicle type, mileage rate, and the total mileage expense in Zoho Books.
19 Feb, 2016
Support for Hebrew and Georgian languages in predefined PDFs with Dejavu Sans font.
07 Feb, 2016
You can exclude, unmatch, uncategorize and delete bank transactions in bulk.
13 Jan, 2016
Add images and SKU information to the products you sell.
Request reviews and ratings for your service through the Client Portal.
06 Jan, 2016
With the Zoho Projects integration, you can now create and send invoices for multiple projects from Zoho Books.
31 Dec, 2015
Australian businesses can now generate the Business Activity Statement(BAS) and apply exemptions while creating Sales & Purchases transactions.
You can now attach multiple files to an invoice and also choose to display them in the Client Portal.
26 Nov, 2015
You can now send invoices, estimates, payment reminders, etc., in your customer’s preferred language. You can also choose to display the Client Portal in your customer’s language.
23 Nov, 2015
Choose the type of information you wish to capture with custom fields in Contacts, Estimates, Invoices, Sales Order & Purchase Order. (e.g. date, checkbox, percent, etc). This feature is available only for organizations created after 22 Nov 2015.
19 Nov, 2015
The quick create icon present on top bar allows the user to create transactions irrespective of the page you're in.
The history icon on the top bar gives you a glimpse of all recent activities in your account.
04 Nov, 2015
Users can now schedule a report to be generated on a weekly, monthly or quarterly basis.
Bank transactions can now be selected and excluded in bulk.
03 Nov, 2015
Allow users to access transactions and information of customers to whom they are assigned.
08 Oct, 2015
We have now introduced chat support for all our customers in the UK, USA and Canada.
07 Oct, 2015
Add up to 30 expenses in one go with the new Batch Expense feature in Zoho Books.
16 Sep, 2015
Receive instant notification on Client Portal activities and any new feature added to Zoho Books, through the Notifications section.
We’ve made it possible for you to switch your organization to Zoho Books from Zoho Invoice in just a few clicks.
11 Sep, 2015
Users can now have multiple email addresses in CC while sending emails.
Create and fill custom fields of specific data types while recording expenses.
20 Aug, 2015
Integrate Zoho Invoice with Zoho Projects to generate invoices and record expenses for the projects.
Users can now clone a contact.
Users can now export data(Invoices,Items,Contacts etc.) within a specific date range.
14 Aug, 2015
Users can now charge customers through bank transfers with Forte and Authorize.Net payment gateways.
Users can now allow their customers to view their projects and timesheet entries in the client portal.
10 Aug, 2015
Option to print payment stub in a separate page
Option to manually mark time entries as invoiced
Users can now view reports for multiple accounts and sort reports based on their preference
17 July, 2015
Project Details page gets a fresh look
Option to mark a task as Billable or Non-Billable
Option to mark a task as Active or Inactive
Customize invoice templates with Project Name
14 July, 2015
Users can add multiple email IDs for an organization and associate them with transactions.
10 July, 2015
Users can now enable workflows for sales orders & credit notes.
03 July, 2015
Users can now enable workflows for invoices.
02 July, 2015
Customization options added to Payables Vendor Balances Summary and Details report.
Mark your line item rates as either Tax Inclusive / Tax Exclusive while you create invoices and bills.
Users can now generate reports based on purchases by items.
Timesheet staff can now view their reports.
29 June, 2015
Users can now import tasks from existing projects in Timesheets
24 June, 2015
Customization options added to Receivables Customer Balances Summary and Details report.
5 June, 2015
Templates section now supports Payment Receipts and Retainer Payment Receipts.
24 May, 2015
View unpaid invoices and bills. Send reminders to customers and set reminders for bill payment.
19 May, 2015
Your customers can now pay off multiple invoices in a single transaction via the client portal.
15 May, 2015
Now automate repetitive accounting tasks and save time.
15 May, 2015
Compare With and YTD options has been added in Cash Flow Statement report.
15 May, 2015
Customization options added to Payables Aging Summary and Details report.
14 May, 2015
Option to add hyperink in template's header, footer.
30 Apr, 2015
Customization options added to Receivables Aging Details Report.
24 Apr, 2015
View unpaid invoices and bills. Send reminders to customers and set reminders for bill payment using Apple Watch
20 Apr, 2015
10 Apr, 2015
Log time using Apple Watch
08 Apr, 2015
Search invoices by project name
03 Apr, 2015
Now set a default payment mode and payment terms for your customers.
02 Apr, 2015
Now attach expense receipts from these cloud storage services: Zoho Docs, Google Drive, Dropbox, Microsoft Skydrive, Box and Evernote.
Attach expense receipts uploaded in Zoho Projects.
31 Mar, 2015
India and Canada edition have been added.
27 Mar, 2015
Customization options added to Receivables Aging Summary Report.
17 Mar, 2015
The new portal activities report allows you to view customer's activities on their client portal.
Updated invoice template customization options.
13 Mar, 2015
Excess payments or advance payments made by the customer can now be refunded.
10 Mar, 2015
View reports for estimates under Receivables --> Estimate Details in the Reports section.
Filter transactions by date in the client portal.
Customize invoice templates with Ubuntu font.
Customize invoice templates with a signature image.
Continental invoice template added.
26 Feb, 2015
Zoho People integrated into Zoho Books - create invoices for the time logged by the employees there and push it to Zoho Books.
24 Feb, 2015
Invoice headers in invoice templates can now be customized with greater flexibility.
17 Feb, 2015
Now Customize invoice templates with tax information (tax amount and tax percentage).
11 Feb, 2015
Bcc field is now supported in all emails (except for Payment Reminder, Thank You and Invitation emails).
Bcc field is now configurable in email templates.
10 Feb, 2015
Customize invoice templates with the name of the sales-person.
Filters added on the Payments Received list.
04 Feb, 2015
Zoho Books now integrated with Zoho Projects - create an invoice for hours logged for your projects in Zoho Projects.
03 Feb, 2015
Page Tips added - access tips for using each page using this menu on the right.
30 Jan, 2015
Edit items during import in the Items menu.
Export/Import items as CSV.
23 Jan, 2015
Keyboard shortcuts added.
22 Jan, 2015
Currently running active timer is now accessible from the menu bar on the left.
21 Jan, 2015
Each account now has a unique 10-digit account code that can comprise of letters, digits, hyphen and underscore.
19 Jan, 2015
Separate permissions added for viewing customers and vendors.
New permissions added to view other user's timesheet and projects.
13 Jan, 2015
Now round down logged time for projects.
Set a time limit (max hours/day) for each project.
Copy over address from estimate to invoice after conversion.
Payments action history can now be viewed in the payment details page.
08 Jan, 2015
Profit and Loss Report, Balance Sheet Report and Trial Balance report can now be exported as an XLS file.
Credit Notes can now be created for closed invoices.
07 Jan, 2015
Transaction Locking feature added - lock transactions before a particular date to prevent them from being edited.
02 Jan, 2015
The Worldpay Payment Gateway is now integrated with Zoho Books.
VAT MOSS has been added to the UK edition.
15 Dec, 2014
The Forte Payment Gateway is now integrated with Zoho Books.
12 Dec, 2014
Expense receipts (images and PDFs) can now be viewed right in the Zoho Books interface.
20 Nov, 2014
Files can be attached to estimates and invoices.
Receipts can now be attached to bills.
18 Nov, 2014
Create mileage expenses (based on miles and mileage) for travel expenses incurred.
30 Oct, 2014
UK Edition of Zoho Books has been released.
Expenses can be recorded as paid through equity accounts.
28 Oct, 2014
Change the time zone for an organization in the organization settings.
22 Oct, 2014
Opening stock amount can be provided for your inventory items.
Expense receipts can be downloaded as PDF.
20 Oct, 2014
Now drop ship items by shipping a purchase order directly to a customer.
18 Oct, 2014
The following payment gateways have been integrated for Auto-Charge: Stripe, Authorize.Net, PayPal Payflow Pro and PayPal Payments Pro.
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.