Web Tabs

Web Tabs are similar to browser tabs, but accessible within Zoho Books. It enables you to access web pages or applications that provide you with an embed URL, to be embedded within other applications. Depending on the website, you can find the embed or publish URL and create web tabs within Zoho Books. Also, you can configure to allow specific users and roles to view the web tabs.

Web tabs can be used in many ways depending on your business needs. Let’s say you have multiple organizations in Zoho Books and have set up custom reports in Zoho Analytics to analyze data across all these organizations. You can copy the publish URL of the custom report and create a web tab to access the dashboard or custom report within Zoho Books.

Consider another scenario, let’s say that you’ve created a Zoho Creator application to manage manufacturing process, POS or some specific aspect of your business. You can copy the embed URL and create a web tab for it. Now, you’ll be able to access this Zoho Creator application within Zoho Books, instead of opening it in a separate browser tab.

Note:

  • If the web pages use ‘http,’ they won’t open in web tabs.
  • Some of the web pages or applications cannot be opened using web tabs as they are prevented from opening in other applications. This is to prevent clickjacking attacks.
  • The web tabs you create will neither be linked to any other module of Zoho Books nor affect their data.

In this page:

Create Web Tab

To create a new web tab:

Now, you’ll find Web Tabs in the sidebar of Zoho Books and the new web tab listed under it. Click the web tab and it’ll open within Zoho Books. Based on your preferences, users will be able to view or not view the web tab when they use Zoho Books.

Create Web Tab

Edit Web Tab

You can edit a web tab if you want to change its name or load a different URL. Here’s how:

Edit Web Tab

Delete Web Tab

If you don’t want to access a web page or web tab anymore, you can delete it. Here’s how:

Delete Web Tab
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