For organizations integrated with Zoho CRM, the B2B and B2C customers can be categorized by marking them as Individual or Business customers.
24 July, 2019
For transactions converted into an invoice, the invoice details can be viewed from a Contextual Pane in the transaction Overview page.
23 July, 2019
Introduced Credit Limit for Sales Orders in the Credit Limit Preferences.
Added the Tax field while adding expenses in bulk.
22 July, 2019
Extended the Group by filter support for Purchase Order Details and Bills Details reports.
19 July, 2019
Accounts Payables will be associated with each vendor as their Vendor Opening Balances.
Provided the Overwrite option while importing Charts of Accounts.
Integrated Zoho Books with Paytm (India edition).
Added support to view custom fields of Charts of Accounts in the Account Transaction Reports, Account Type Transactions and Day Book.
Expense custom fields and workflow criteria are now available based on receipts.
Introduced ACH payments for the Zoho Books - Stripe integration (U.S. edition).
18 July, 2019
Email addresses with international characters can be added in Zoho Books.
17 July, 2019
Provided the option to schedule reports daily.
Added the FORM GST CMP-08 report for Composition Registered Taxpayers (India edition).
16 July, 2019
Introduced Item Headers in Invoices, Recurring Invoices, and Estimates to categorise line items in transactions.
12 July, 2019
Enabled the option to add a different delivery address using the Place of Delivery Field in e-Way Bill.
Added the Annexure in all entity templates.
Recurring invoices can be configured individually with the Recurring Invoice Preference.
11 July, 2019
Added the option to print and send Customer Statements in bulk.
Provided the option to bulk update Projects and Reporting Tags in line items of Invoices.
10 July, 2019
Enabled Multi-Level Approval for Purchase Approval.
SMS Notifications for Sign Up, Trial Period Expiry and Subscription Plan Upgrade.
5 July, 2019
Split the Contacts module into Customers and Vendors modules.
27 June, 2019
Transactions that have invalid VAT details will be visible on the dashboard for customers to update them.
Provided the option to show/hide Account Details in bills' PDF.
Added the Reference Number, Payee and Description distinctly to the bank feeds.
You're now requested to provide a reason for bulk updating invoices.
25 June, 2019
Preview the unpaid invoices attachment before emailing the customer statement to clients.
24 June, 2019
Introduced the VAT tab that consists of VAT Payment and VAT Filing modules.
21 June, 2019
Provided the option to show/hide usage units in transactions.
19 June, 2019
Introduced templates for SMS notifications.
18 June, 2019
Introduced validation rules for Sales Orders. Validation rules created in Zoho Books will be applicable across all integrated Zoho apps as well.
Enabled the option to switch bank accounts for fetching live bank feeds.
Added the Eye icon which allow users to view their password while logging into their bank account.
The email address to which the bank statements are being forwarded will be visible in the banking overview section as well.
14 June, 2019
Introduced new reports: Account Type Summary, Account Type Trasactions and Daybook.
Provided an option to manually send a Payment Thank You SMS in the Payments Received module.
Revamped the registration flow for the Zoho Books and ICICI Bank Eazypay integration.
13 June, 2019
An error summary will be available in case of failures while bulk categorizing bank transactions.
12 June, 2019
The option to resize logos is now available for Retail Templates as well.
Create Sales/Purchase Orders, Bills, Vendor Credits and Credit Notes to track costs associated with a project.
11 June, 2019
Provided the option to add tax on shipping charges (UK).
10 June, 2019
Added the Multi-line Textbox as a new data type for creating custom fields.
3 June, 2019
Added support for fetching the GSTR-9 return from the GST Portal and to update the values in Zoho Books and push the updated return the portal for filing (India).
31 May, 2019
Added the Lookup data type for entities which supports custom fields for Customers, Vendors, Users, Items and Projects.
29 May, 2019
Provided the option to adjust the position of the addresses of your customers in their invoices by 30mm. This feature is currently available for the Standard, Compact and Continental invoice templates.
27 May, 2019
Added Notes for Expenses and Payments Made in the Vendor Statement.
24 May, 2019
The Reporting Tags filter in reports has been moved to Advanced Filters.
23 May, 2019
Overwrite records while importing items based on the Item Name, Item ID or SKU field in the import file and Zoho Books.
Added Expected Payment Date field for Bulk Update and Custom Views in Bills.
Increased the limit of the items for which price lists can be created up to 1000 items. The items list can now be exported from Zoho Books and imported again with their corresponding prices for the price list.
Send SMS for Payment Reminders to customers for their invoices.
22 May, 2019
For custom fields with the Dropdown and Multi-Select data types, options can be added in bulk.
21 May, 2019
Approve projects internally by staff with access to time entries, before invoicing them for clients.
Associate reporting tags at line-item level to expenses.
20 May, 2019
Revamped the Advanced Search user interface in Zoho Books.
Provided the option to customize the Credit Note Details report based on different invoice entities such as the invoice status, due date and the invoice number.
Added the Vendor Credit Details report under the Payables section in Reports.
Enabled Custom Views and column customization for manual journals in Zoho Books.
17 May, 2019
Added Email Insights to Preferences. Track the emails and transactions sent to customers for their Invoices, Estimates and Retainer Invoices.
Customers can now accept or decline an estimate directly from the public link that is shared with them. If the customer accepts an estimate which has a retainer invoice in it, the retainer invoice will be sent to their email.
16 May, 2019
Introduced the Save and Print option while creating or editing sales orders.
15 May, 2019
Users trying to access an image URL which is not public in the HTML editor will be shown an error message.
Fixed an issue for text hyperlinked with a URL.
10 May, 2019
Added support for linking the ICICI Bank Eazypay Account to the ICICI Bank CIB portal (Indian edition).
When users try to connect to their bank/credit card (via Yodlee) for fetching their bank feeds, they can view the corresponding success rate of fetching them, as well as the option to manually import/forward their bank statements directly to Zoho Books (Indian edition).
8 May, 2019
Provided the option to change the default account which tracks advance payments for vendors.
Added the South Sudanese Pound (SSP) in the currencies list and introduced the country Somaliland in the countries list.
Provided the option to link projects to expenses that are added in bulk. Columns that are viewed in this page can also be customized.
6 May, 2019
Users can edit the name of any currency. They can also choose to display the currency's amount in words in the templates available in Zoho Books.
30 April, 2019
Added an option to import the taxes (US edition).
Match the payments made to HMRC with the corresponding returns(UK edition).
29 April, 2019
Provided the option to associate projects with the line items in invoices, sales orders, credit notes and retainer invoices.
26 April, 2019
Introduced validation rules for estimates.
25 April, 2019
You can now make multiple Inventory adjustments at once.
Provided option to edit item details in the line items of a transaction.
24 April, 2019
Added multi-select data type for custom fields.
17 April, 2019
Streamline and store all your expense receipts in the Receipts Inbox.
Estimates, Sales orders, Invoices, Purchase orders and Bills can now be created right from the items list page.
16 April, 2019
Added support for iDEAL payments using Stripe payment gateway for Netherland customers.
Enabled the option to clone credit notes.
Provided the ability to change the Dispatch from address while creating an e-Way Bill. (For Indian edition only)
15 April, 2019
Auto-forward your bank statements from your email directly to Zoho Books.(For India, UAE, KSA & Bahrain editions)
Provided the option to select the customers and invoices that are going to associated to the e-Way bill.(For Indian edition only)
12 April, 2019
VAT Return report is now available in Zoho Books (Bahrain edition).
10 April, 2019
Provided the option to select Other Territory as the GST state code list i.e, place of supply, source of supply and destination of supply. (Indian Edition only)
8 April, 2019
GoCardless payment gateway opened for Canada, New Zealand & Switzerland organizations.
Provided option to submit and approve the transactions in bulk for bills, purchase orders and vendor credits.
Added Maitree font in template PDFs which supports Thai characters.
Run your TDS reports based on the TDS section (For India edition)
Added permission exclusively for Accountant Preferences.
Customized permission has now been provided for Manual Journals.
6 April, 2019
Provided option to pause a live timer in timesheets.
2 April, 2019
We now support 6% composition scheme percentage (Indian edition).
1 April, 2019
Supported the Deemed Export GST treatment (Indian edition).
Provided the option to bulk update the Payment Terms option for Invoices and Recurring Invoices.
29 March, 2019
Customize the GSTR-9 return start date while generating the first GSTR-9 (Indian edition).
Users can now unfile GSTR-1 in Zoho Books. This option won't be applicable if they have already filed their GSTR-1 directly from Zoho Books (Indian edition).
28 March, 2019
Added the option to compare different versions of changes made to contacts in the Activity Log report. You can also compare the bank or card name, gateway, and the last four digits of the bank or card number that have been updated for your contacts (UAE edition).
The Chart of Accounts now lists all the transactions carried under for any particular account in Zoho Books.
Listed templates in the template gallery based on their categories such as the Standard, Spreadsheet, Premium, Universal and Retail templates.
27 March, 2019
Entity-level reports now contain the option to show or hide GST details such as the GSTIN, GST Treatment and Owner Name (Indian edition).
Added the functionality in Timesheets to stop the timer automatically after it breaches the maximum hours per day.
25 March, 2019
Retail templates are now available for the Estimates and the Credit Notes modules.
Filter the Sales by Item report based on your Customers.
Made the Razorpay integration more secure by providing the option to directly log in to Razorpay while enabling the integration in Zoho Books (Indian edition).
22 March, 2019
Edit or add your customer's billing address right from a purchase order without going back to the Contacts module.
19 March, 2019
Added the option to reconcile cash accounts in the Banking module.
15 March, 2019
Added the Search bar to look up Help Resources directly from the Zoho Books application.
Added the placeholder 'Invoice Payment Link' for the Invoice and Retainer Invoice email templates.
12 March, 2019
Introduced Custom Schedulers to the Automation module in Zoho Books.
Provided the option to export the current view of data across different modules in Zoho Books.
8 March, 2019
Added the Projects filter in Expenses by Category and Expense Details by Category reports.
7 March, 2019
Added the PayTabs integration for UAE, KSA and Bahrain editions of Zoho Books.
Record Import VAT for the bills you create for vendors outside the European Union (UK edition).
6 March, 2019
Provided the option to exclude Journals from the BAS report. Earlier, they were included in the report by default (Australian edition).
1 March, 2019
Added a checklist in the Getting Started page for users who sign up for Zoho Books from the ICICI Bank. This timeline will help them to get through setup steps like the payment, collection and direct feeds (Indian edition).
Added an option to edit the 'From Account' and 'To Account' while users who are integrated with the ICICI Bank try to make bill payments to their vendors from the Bill Payment page in Zoho Books (Indian edition).
Added a status check for the ICICI Bank integration to check the progress of the integration (Indian edition).
Users can now add the Beneficiary name for ICICI Bank while adding a bank account from contact details page (Indian edition).
28 February, 2019
Included the GST Treatment while syncing contacts with Zoho CRM (India).
27 February, 2019
Released the Android app version 5.22.05 that supports reporting tags for sales transactions.
25 February, 2019
Provided the option to show UPC, MPN, EAN, ISBN in invoice templates.
26 February, 2019
Introduced the Clone option for Vendor Credits.
Added the option to view the Refund details in the Customer Statement templates.
21 February, 2019
Default VAT Rates for items will be applied while creating purchase transactions(UK).
20 February, 2019
Introduced Advanced Settings in ICICI eazypay to allow customers to choose the Transaction Fee Bearer and Payment Modes(India).
Enabled the option to force delete custom fields.
Organization's logo can now be added from the template customization page.
IFSC validation can be done for organizations integrated with partner banks.
The option to add the Total in Words placeholder is now available for credit note templates.
Provided the option to include accounts with zero balance to the profit and loss account.
19 February 2019
Rolled out the android version 5.22.04 that allows you to add discounts to bills.
Introduced the Payments tab in the invoice details page to record/collect online and offline payments.
GSTR-9 can now be generated from Zoho Books(India).
Provided the option to mark Sales Persons as mandatory fields.
15 February, 2019
Bulk Update options are now available for all purchase entities.
Provided role based permissions for generating and cancelling e-way bills.
Introduced e-way bill preferences to enable/disable them(India).
Recurring journals associated to a particular bank can now be viewed from the bank's overview section.
Provided the option to enable/disable Terms and Conditions in all templates.
14 February, 2019
Resizing the organization's logo on templates is now possible.
Revamped the Opening Balance module with a fresh UI.
Introduced bulk selection of items for sales and purchase entities.
Added the Announcements section in the notifications tab.
Provided the option to view contact details from the invoice creation page.
13 February, 2019
The sales order details view now shows the order status, invoiced status and quantity invoiced for each line item.
Negative values can be entered for item reorder point.
8 February, 2019
Email notifications can now be enabled/disabled for recurring invoices created in the draft status.
Customer Debit Notes will now be available even for GST unregistered organizations(India).
Included HSN/SAC wise tax summary to invoice templates(India).
Added support for A5 paper sizes.
Provided role based access for custom views.
6 February, 2019
The option to associate multiple bills of entry to a single bill is now available(India, UAE, KSA, BH).
Added the Bill Details section to Vendor Credit templates.
4 February, 2019
Import of custom fields into item table is now possible.
Profit & Loss report and Account Transaction reports can now be customized based on Project(s).
Custom views for contacts can now be sorted based on the receivables in the base currency.
Details of a project can now be viewed in the Customer Statement template.
31 January, 2019
Introduced Recurring Invoices to let you automate journal entries that recur at regular intervals.
Enabled the option to filter reports based on the Applied Landed Costs (BCY and FCY).
Provided the option to add vendor's bank account details for organizations integrated with our partner banks (India).
Added the Project Profitability summary to view the profit/loss of individual projects.
IGST applied will be marked as Eligible by default when the Destination of Supply is different from the organization's state. It will also reflect in your GSTR-3B (India).
An error summary will be emailed to customers during GSTR Push failures (India).
30 January, 2019
Revamped the Custom Domain set up page with an intuitive and easy to use interface.
Clubbed Branding and Client Portal Preferences for easier customization of your portal.
29 January, 2019
Rolled out the Android update 5.22.02 for the Zoho Books mobile app.
28 January, 2019
Provided the option to associate TDS to Vendor Advances. The rates applied can also be deducted as credits while creating their bills (India).
Added support for editing Item and Payment Made details in Retail templates.
24 January, 2019
Provided the option to bulk delete your Payments Received and Projects.
Included Chart of Accounts in your advanced search for Invoices and Credit Notes.
23 January, 2019
Provided an option under Item Preferences to prevent any activity that results in the stock level going below zero.
Supported additional filters in the following reports: Sales By Customer, Aging Details & Summary, Estimate Details, Customer and Vendor Balances, Payments Made, Purchase Order Details, Purchase Order by Vendor, Purchase by Vendor & Item and Expense by Customer & Project.
17 January, 2019
Sales/Purchase rate and their stock levels will now be visible while creating a purchase or sales transaction.
14 January, 2019
Included the option to search for expenses based on its source i.e., manually or automatically created from recurring expenses or if it was imported.
11 January, 2019
Added support for search in the page tips section.
10 January, 2019
Revamped the Payments page in your client's portal with a user-friendly and fresh look.
Included Payment Stubs in the Minimalist template.
8 January 2019
Integrated Zoho Books with Yearli to file 1099 forms (United States).
Provided the option to convert multiple Sales Orders into a single Invoice.
Tax amount split-up based on the GST Tax types (CGST, SGST & IGST) while exporting bills (India).
You can now associate the TDS rates to vendors in the contact creation page to auto-populate it while creating transactions (India).
4 January, 2019
Introduced: the What's Next section for providing navigational assistance for users in the Invoice module.
Provided the option to generate Private or Public links (with expiry date) while sharing the invoice link with customers.
Mark commonly accessed reports as favourite by clicking the star icon near a report.
Customizing Tax Summary labels is now possible while editing templates.
27 December, 2018
Set access permissions based on users and roles for Web Tabs.
26 December, 2018
Create invoices in bulk for projects.
Integrate with Twilio and keep your customers notified about their invoices via SMS.
Perform an advanced search for all purchase transactions based on purchase accounts.
Set credit limits for customers and restrict the creation of invoices for customers' whose outstanding receivables have exceeded their credit limits.
24 December, 2018
When creating a recurring expense, the date on which the next expense will be generated is displayed.
21 December, 2018
Request your customers' payment information and store them securely in Zoho Books. This information can be used to auto-charge them for future transactions.
20 December, 2018
Sample files for importing sales and purchase transactions now include VAT related data.
18 December, 2018
With Custom Links, you can access external links in a new tab directly from Zoho Books.
14 December, 2018
GST Filing Approval for GSTR-1 and GSTR-3B ensures that your GST returns are error-free.
Add and associate your employees to expenses.
Undo your last reconciliation in the Banking module.
13 December, 2018
Display accounts with their balance as zero in the Trial Balance report. The opening and closing balances of your accounts can now be displayed in this report as well.
The Trial Balance report can now be compared with a previous date range.
12 December, 2018
Create items as digital services and create new tax rates for digital services. You can also track the taxes applied on the sales of these items to overseas customers using the Overseas Digital Tax Summary report.
10 December, 2018
Provided more filtering options for the following reports: Retainer Invoice Details, Payments Received, Credit Note Details, Recurring Invoice Details, Bills Details, and the Sales Order Details reports.
06 December, 2018
The Web Tabs module enables you and your users to open an external website within Zoho Books.
30 November, 2018
Added the option to include Payment Status as a column in the Sales Orders list page.
29 November, 2018
The Sales by Item report can now be filtered based on the custom fields created for items.
28 November, 2018
You can now create custom views and search for items based on their Preferred Vendors. These features can be availed with the Zoho Inventory add-on.
27 November, 2018
Provided the option to prevent changes from being made to invoiced estimates.
26 November, 2018
Added the Bank Charges field while recording bill payments. Currently, this feature is available for the Australian, Canadian, Global and US editions of Zoho Books.
22 November, 2018
Custom views can now be marked as favorite by clicking the Star icon in the Custom Views dropdown.
Custom views that are marked as favorites are now available to all users in an organization.
Introduced customizable In-app Notifications that can be triggered using workflows.
21 November, 2018
The Customer and Vendor Balances reports can now be generated for as on a particular date or date range without being affected by future transactions.
20 November, 2018
The Profit and Loss and Account Transactions reports can now be generated based on projects.
The Invoice Details report can now be filtered based on more contact and invoice details as well as custom fields. Hiding default fields is also possible with this update.
19 November, 2018
With this update, you can create custom fields for manual journals.
15 November, 2018
You can now make items tax exempt for purchase transactions (UAE edition).
14 November, 2018
Introduced an additional way to file GSTR-1 from Zoho Books, using and Electronic Verification Code (EVC).
Now, a set of unit of measurements will appear in the Unit dropdown while creating new items.
You can now generate e-Way bills right from Zoho Books (Indian edition).
With this update, items can be searched for using their SKU while creating price lists.
09 November, 2018
Customizing the template for Vendor Statements is now possible.
05 November, 2018
Provided the option to perform an Advanced Search for journal entries based on their status.
The option to move all your accounts under the Chart of Account to a cloned organization is now available.
1 October, 2018
Enabled journal number customization for all editions of Zoho Books. You can choose to automatically or manually generate journal numbers.
Payment Numbers can now be auto-generated or entered manually for the payments received in all editions.
3 October, 2018
Multiple bill payments to a single vendor can now be initiated when you have integrated Zoho Books with its partner banks (Indian edition).
4 October, 2018
Importing retainer payments from other systems is now possible.
5 October, 2018
Enabled the option to send invoices to customers in their portal language.
Provided new customization options to the customer statement template.
8 October, 2018
Included invoice numbers in the timesheets section to view and distinguish invoices that were created from those that were marked as invoiced.
9 October, 2018
Provided a link to traverse to the estimate from which the retainer invoice was created and vice-versa.
Emailed invoices, retainers and estimates can now be distinguished from those that weren't with the email icon on the list page.
Error messages with error codes will be displayed in the client portal to help identify and resolve payment related errors quickly.
11 October, 2018
Introduced auto-generation of transfer order and bundling numbers.
Sentimental icons have been added for comments received from the client portal.
15 October, 2018
Introducing the Product Sales Report under the inventory reports to display profit margins.
Provided the option to bulk update fields in invoices.
16 October, 2018
The option to choose billing preference, associate customers and projects have been moved to the line item table.
19 October, 2018
Provided the option to bulk update fields in Projects.
22 October, 2018
Rolled out the enhanced Zoho Books - Zoho Projects integration.
24 October, 2018
Added the Comments and History section to manual journals.
Support for decimal places in batch tracked items has been provided.
Provided an option to share the invoice link from the invoice list view.
Introduced action drop-downs to perform quick actions in the contact list page.
25 October, 2018
Journal entries for invoices, expenses, bills, credit notes and vendor credits can now be viewed in the transaction details page.
Provided the option to bulk email payment receipts to customers.
You can now mark GSTR-2 as Completed from Zoho Books.
Option to associate shipping and billing address has been provided.
Introduced reporting tags in manual journals for the United Kingdom and Australian editions.
26 October, 2018
Provided the option to bulk update fields in credit notes.
26 September, 2018
Introduced Client Approval for timesheets.
Added the Unreconciled transactions filter to the bank feeds.
20 September, 2018
Provided the option to bulk update fields in recurring invoices.
Bank feeds can now be fetched from the date of your choice.
Support for adding non-taxable items to the retail invoice has been provided for the Indian edition.
Support for adding tax exempt items to the retail invoice has been provided for the UAE & KSA editions.
While voiding an invoice, you can now choose to unbill the associated expenses and bills.
18 September 2018
Introduced the Sales Orders module to the Client Portal.
13 September 2018
The automatic and manual feeds in the banking section are now distinctly visible.
12 September 2018
Customer name for portal activities report is no longer mandatory.
7 September 2018
Provided the option to create a Reverse Journal Entry.
4 September 2018
Introduced the Zoho Books - GoCardless integration to the Australian edition.
3 September 2018
Introduced the Zoho Books - Zoho Mail integration.
28 August, 2018
Introduced the Horizontal Balance Sheet with liabilities on the left and assets on the right (Indian Edition).
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
Enabled 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 Analytics integration to push user data to Zoho Analytics.
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
Introducing: 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 Analytics 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.