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
Let Your Sales and Finance Team Collaborate
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
Keeping track of TAX DEDUCTED at SOURCE. (Global, India and Australia Edition)
12 Aug, 2016
Track logged hours for your projects with the start and end time in the Timesheet Report.
You can keep track of the expenses incurred in your project through Expenses by Project Report and view the same under 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
Skip or overwrite duplicate contacts, while importing contacts from CSV or TSV file into Zoho Invoice.
Apply a Payment term for your vendor and when a bill/recurring bill is created for that vendor, the due date will be calculated based on the set payment term.
26 July, 2016
Use reporting tags and filter your reports to identify which regions, products or divisions of your business are performing better than the other.
14 July, 2016
With the Zoho Books and Zoho Reports integration, you can import all your Zoho Books data into Zoho Reports to create customizable reports and dashboards.
12 July, 2016
Your 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
Customers can now 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.