What's New in Zoho Books

What's New

NOVEMBER
30 October 2019

Custom field usage stats

The total number of custom fields that can be created for a data type is limited. We have implemented the Custom Field usage stats which show the number of custom fields created, remaining and limited for every entity.

29 October 2019

Total Taxable Amount in Invoice and Credit Notes predefined templates

Now, you can view the total taxable amount in an Invoice or a Credit Note. You can enable this option by marking the Total Taxable Amount box under the Total section. You can also show, hide and edit the Label name under the Total section in the predefined template's page. As of now, this feature is available for all templates except the Spreadsheet Plus and Retail templates.

24 October 2019

Print journals in bulk

Print multiple journals at once with just the click of a button. Before you bulk print journals, you must first customize a journal. Once the journal is customized, the bulk print option will be enabled.
Learn more...

24 October 2019

Accountant role

We now have the accountant role in Zoho Books. This will be a predefined role that can be edited but not deleted.

21 October 2019

View the line item images

You can view the images of items that you add in your purchase orders, bills, recurring bills and vendor credits in Zoho Books. The preview of the image will be shown on clicking the item image.

18 October 2019

View templates in side pane

You can now choose the template you want to associate with a transaction from the side pane which is in a gallery layout. When creating a transaction, you can just hover over and select the particular template You can also search for a template by typing in the search bar of the side pane.

4 October 2019

New column in tax summary table

We have introduced a column in the tax summary table to show the total of the taxable amount and the tax amount. You can choose to enable or disable these columns as well.

3 October 2019

Debit and Credit columns in Trial Balance Report

With the Debit and Credit columns in your Trial Balance report, you can view the total debit value and total credit value for a specificed report of a particular time period.

SEPTEMBER
30 September 2019

Budgeting

Create a budget in Zoho Books to project the income and expenses of your company. You will be able to compare your budgets with previous years’ budgets, generate Budget vs Actuals report, and track your business’ performance.
Learn more...

25 September 2019

Create Manual Journals for Projects

You can now create journals to record a transaction for a project or associate the projects to a journal line. These entries will be available in the Journals tab of a project's details page.

24 September 2019

Fixed Table Headers for Better Usability

As a business grows, its reports and transaction lists keep getting longer and requires them to keep scrolling. This update helps to improve the usability by freezing your table and column headers while scrolling through pages.

20 September 2019

Update Card Information

In cases where you auto-charge a customer and the payment fails due to incorrect card details, you will be able to add a placeholder in the failure notification email, which will allow customers to update their card details. All future retries will be done using the updated card details.

17 September 2019

Create Connections to Access Third-party Apps

Create Connections to connect Zoho Books with third-party apps securely to perform custom actions. This allows you to generate a connection name and add it to your deluge script instead of hard-coding your credentials and potentially exposing it to other users.

13 September 2019

Customizable Journal PDFs

We've now provided the option to edit the default journal template. You can change the layout, the headers, the journal table, and the footer, and save them.

12 September 2019

Limit Access to Dashboard Watchlist

We've now added role-based permissions to access the dashboard reports and watchlists. You can configure user roles so that users can access only specific reports or all the reports on your dashboard.

5 September 2019

Import Opening Balances

You can now import the opening balances in CSV, TSV, or XLS file formats. You can check the import format using the sample file before you begin importing.

5 September 2019

Journal Templates

Introduced Journal Templates to make recording similar journal entries easier and to make you productive. Journal templates can be created based on the account or the amount based on your preference.
Learn more...

5 September 2019

Bulk Actions for Chart of Accounts

Bulk actions allow you to select multiple accounts at once and mark them as active, inactive or even delete them in one go.

AUGUST
29 August 2019

All New Activate Feeds for Bank Accounts page

We've revamped the bank feed activation page. In the updated version, you can connect to the accounts that are suggested to you by Zoho Books or select an account from the list of all the available accounts. You will also be able to view the accounts that have already been configured with Yodlee.

26 August 2019

Template Enhancements

You can now edit the shipping charge label for the pre-defined templates in Sales Orders and Insert an image placeholder for your custom templates.

22 August 2019

Reject Purchase Transactions

Admins and approvers can now reject a purchase transactions transaction (bills, vendor credits and purchase orders) that has been submitted to them for approval.

21 August 2019

Zia Search

Zoho Books' search is now powered by Zia-- Zoho's AI Assistant. It helps you search for info across Zoho Books and other Zoho applications. You can fetch your customer details, explore help pages, search for transactions and do a lot more.

21 August 2019

Bulk Update Accounts

Filter multiple transactions such as credit notes, purchase orders, expenses, bills and vendor credits and update the accounts they are associated to with a new account.
Learn more...

20 August 2019

Multi-Level Approval for Sales Transactions

Set up multi-level approval for Invoices, Sales Orders, Estimates and Credit Notes to allow the transactions to be approved by two or more people.

13 August 2019

Save and Execute Webhooks

Run a preliminary test of how the webhook works by executing it as soon as you create or edit them.

6 August 2019

Enhancements to the Zoho Books widget in Zoho Mail and Zendesk

You can now view the list of vendors and the purchase details on the Zoho Books widget in Zoho Mail and Zendesk. You will also be able to view the unused credits and payables for your vendors.

6 August 2019

Send Estimate Details via SMS

Users can send the estimate details such as items,quantity and amount to their customers via SMS.

JULY
25 July 2019

Individual and Business Contacts - Zoho CRM

You can differentiate B2B and B2C customers by marking them as Individual or Business customers. These changes will be reflected for Contacts and Accounts in Zoho CRM.

25 July 2019

Contextual Pane

The Contextual Pane shows the summary of the particular entity in the same page without being redirected. This feature is currently available in the Estimates, Sales Orders and Delivery Challans modules.

23 July 2019

Credit Limit for Sales Orders

You can enable Credit Limit for your Sales Orders. If the customer exceeds the credit limit while creating, updating, sending or converting the sales order, a warning or an error message will be thrown based on the Customer Credit Limit Preferences that you have set.

19 July 2019

Vendor Opening Balances

Enter Vendor opening balances by importing vendors along with their opening balances, or by importing Accounts Payable opening balance, or by entering the vendor opening balance in the vendor Overview page.
Learn more...

19 July 2019

Show Custom Fields of Charts of Accounts

Enable the option to view the custom fields of your Charts of Accounts in Account transactions and Account type transaction.

16 July 2019

Item Headers

Categorize items under different headers while creating transactions in invoices, recurring invoices and estimates. This segregation can be viewed in the final PDF of the transaction as well.

12 July 2019

Annexure for all Entity Templates

Annexure is now available for all entity templates in Zoho Books. The Annexure content can be added in Templates settings under the Annexure head.

11 July 2019

Bulk Update Projects and Reporting Tags

Projects and Reporting tags can be associated with the Line Items in an invoice.

10 July 2019

Multi Level Approval for Purchases

Multiple users can approve purchase transactions in Zoho Books. This feature can be enabled from the Purchase Approval Preferences.
Learn more...

5 July 2019

Split Contacts Module Under Sales for Customers and Purchases for Vendors

Customers and Vendors will now be available under the Sales and Purchases modules in Zoho Books. All the functionalities will be split respectively.
Learn more...

JUNE

2019
27 June 2019

View Account Details in Bills

Enable the option Account Details in your Bill templates to add them to your PDFs.You will be able to find the option under the Item Table while editing your template.

25 June 2019

Preview Unpaid Invoices Attachment

While sharing the Customer Statement, you can now preview and verify the unpaid invoices attached along with it before sending them to your customers.

21 June 2019

Show/Hide Usage Units

Usage units such numbers, litres can now be hidden from your transactions by disabling the option Show Unit in templates. You will be able to find this option under the Item Table section while editing your template.

19 June 2019

New SMS Templates

You can now choose from three template options: Brief, Short and Detailed while sharing invoice related details with your customers.

18 June, 2019

Validation Rules for Sales Orders

Create rules for sales orders to validate the data entered in specific fields. The users will be restricted from created the transaction and an error will be displayed.
Learn more...

18 June 2019

Account Switch for Bank Feeds

You will now be able to migrate the account for which you would like to fetch bank feeds. While activating feeds you will now be able to choose another bank account or add a new bank account.

14 June 2019

Payment Thankyou SMS Notification

Send Payment Thank You messages to customers via SMS now by clicking Notify via SMS in the Payments Received module.

14 June 2019

New Report: Account Type Summary

View the all balances debit/credit values and opening and closing balances for each account type using this report. The report has multiple customization options as well.

12 June 2019

Track Project Costs

You will now be able to track costs linked to a project by directly creating transactions such as Sales/Purchase Orders, Credit Notes, Bills and Vendor Credits from the project details page.

10 June 2019

Multi-line Textboxes in Custom Fields

Enter up to 36000 characters in your text box using the Multi-line Textbox option in custom fields. You can create a maximum of 5 fields for your transactions.

MAY

2019
31 May 2019

Link Data with the Lookup Data Type

Link data of one module with another using the lookup data type. For example, you can link data in the Estimates module with your users using custom fields. To implement this, create a custom field with data type as Lookup in the specific module and link the other module you want to associate.

29 May 2019

Position Adresses in Invoices

The billing and shipping address can be adjusted and moved to the right and/or to the bottom by 30mm. This will be useful when you're trying to adjust the address in an envelope while sharing its hard copy.

24 May 2019

Reporting Tags Moved to Advanced Filters

Filter your reports based on their reporting tags from the Advance Filters section in your reports.

23 May 2019

Payment Reminders through SMS

Remind your customers to pay for their invoices by sending an SMS to their mobile numbers.

23 May 2019

Items Import Overwrite

If you have duplicate records while importing your items in Zoho Books, you can choose to overwrite these records with the records in the import file. The fields that'll be used to compare values in the import file and Zoho Books can either be the Item Name, Item ID or SKU.
Learn more...

23 May 2019

Added Expected Payment Date for Bulk Update and Custom Views in Bills

Bulk update your bills with the expected payment date. You can also use expected payment date as a criteria in the custom views you create for your bills.

23 May 2019

Increased the Item's Count in Price List from 500 to 1000

When you have 1000 items in your organization, and are trying to add custom rates for them, you can export your items as a CSV file, add custom rates for the items and import them as a price list into Zoho Books.

21 May 2019

Internal Approval Flow for Timesheets

Enable timesheet approval within your organization so that staff with access to time entries can approve them. Once a timesheet gets approved, an invoice could be raised for the approved time entries.

21 May 2019

Associate Reporting Tags at Line-Item Level in Expenses

Add reporting tags for your line items in the Expenses module. These reporting tags can be associated with each line item and can be viewed in the Expense Details page.

20 May 2019

Customize the Credit Note Details Reports based on Different Invoice Entities

Run the Credit Note Details report based on their related invoice entities such as the invoice status, due date and the invoice number.

20 May 2019

Added the Vendor Credit Details Report under Payables

View the details of your vendor credits in the Vendor Credit Details report in Zoho Books, which can be customized based on the name, email and phone number of the related vendor.

20 May 2019

Enabled Custom View and Column Customization for Manual Journals List View

Create custom views for the manual journals you have added in Zoho Books. You can also customize the columns in the Manual Journals page.

17 May 2019

Email Insights

With Email Insights, you can view transactions that have been sent to your customers, transactions in which emails containing transactions have been opened by your customers, and also the transactions that have been opened by them. Email insights are available for the Invoices, Estimates and Retainer Invoices entities.

17 May 2019

Accept/Decline an Estimate from the Public Estimate Link

Customers can now accept or decline an estimate directly from the public link that you have shared with them. If the accepted estimate contains a retainer invoice, it will be sent to their email.

16 May 2019

Introduced Save and Print Option for Sales Order Creation and Edit Page

You can now choose to print a sales order right when you are saving it. This action can be performed while creating a sales order or while editing it.

8 May 2019

Choose Account for Advance Payments

Earlier, the default account to record your vendor advances could be chosen in the Accountant Preferences. Now, you can choose the account which tracks the advance payments right when you're recording the payments.

8 May 2019

Link Projects and Customize Columns in Add Bulk Expenses Page

Associate projects to expenses that you add in bulk. You can also customize columns that you wish to view when you're adding expenses in bulk.

8 May 2019

Added the South Sudanese pound (SSP) Currency in Currency list and Introduced New Country Somaliland in the Countries List

The SSP currency has been added to the currencies list. You can add this currency to your organization, or assign it to your customers and their transactions.

6 May 2019

Update the Currency Name to be Displayed in the Amount in Words Field in Templates

Change the name of any currency in your currencies list. The currency name will come into play when you choose to display the total amount in words in your templates in Zoho Books.

APR

2019
26 April 2019

Validation Rules for Estimates

You can now set certain restrictions for the values allowed for different fields in an estimate and customize the alert message that should be thrown when the validation is not met.

24 April 2019

Multi-select Data Type in Custom Field

When creating a custom field, you can select its data type as multi-select. With a multi-select data type, you can choose multiple options as values for a custom field.

17 April 2019

Create Transactions from the Items List Page

An estimate, sales order, invoice, purchase order and bill can now be created from the items list page in Zoho Books.

17 April 2019

Exclusive Inbox for Expense Receipts

Streamline and store all your expense receipts in a dedicated inbox. Once your expense receipts are available in the inbox, you can convert the auto-scanned receipts into expense transactions.

16 April 2019

Ideal Payment Mode Using Stripe Payment

We have introduced the iDEAL payment mode for users having the Zoho Books - Stripe integration. Stripe users can now accept iDEAL payments from customers in Netherlands.

16 April 2019

Clone your Credit Notes

You now have the option to clone your credit notes and avoid a manual entry.

09 April 2019

Associate Projects to Line Items

For estimating the project cost and profit analysing, we now provide you with the option to associate projects with the line items in invoices, sales orders, credit notes and retainer invoices.

08 April 2019

Generate and Send PDFs in Thai characters

You can now generate and send PDFs in Thai characters by selecting the Maitree font for your PDF templates.

06 April 2019

Pause Timer for Your Timesheets

Pause the timer running for your project whenever you meet with any interruptions, and resume logging time once you're back.

MAR

2019
28 March 2019

View Account Transactions under Chart of Accounts

View a detailed break down of all the transactions of an account under the Chart of Accounts. Get a glimpse of the recent transactions and the amount debited or credited in the corresponding account.

28 March 2019

Introducing the Templates Gallery

Choose from a wide range of templates categorized according to their format and use. All the existing templates are categorized into the Standard, Spreadsheet, Premium, Universal and Retail templates.

27 March 2019

Automate Timer Based on Maximum Hours/Day

If you have set a limit for maximum hours per day in your Timesheets and the timer you set crosses that limit, it will automatically be stopped and a notification will be sent to you.

25 March 2019

Retail Templates for Estimates and Credit Notes

Create estimates and credit notes for your customers with the Retail template.

19 March 2019

Reconcile Cash Accounts

Cash accounts such as Petty Cash or Undeposited Funds can now be reconciled in Zoho Books.

15 March 2019

Search Help Resources Within Zoho Books

Access all the help resources of Zoho Books right within the application by clicking the Question icon in the top right corner of the page.

12 March 2019

Export Current View of Modules

Filter data in modules that support custom views based on your requirements and export the view from Zoho Books to your system.

12 March 2019

Automate Tasks with Custom Schedulers

Custom Schedulers are automated user-defined actions which perform a given function at a particular time on a recurring basis. Automate the process of performing various tasks in Zoho Books at different times with Custom Schedulers.
Learn more...

FEB

2019
26 February 2019

Clone your Vendor Credits

Recording a Vendor Credit that requires you to re-create a previous entry? Click the Clone button and avoid a manual entry.

19 February 2019

Introducing the Payments Tab for Invoices

The invoice details page now has the Payments tab, that lets you enable online payment options for customers, add bank details or even record an online payment made by the customer.

15 February 2019

Bulk Update for Purchase Transactions

Update a single field in multiple purchase transactions at once. Select multiple transactions and click Bulk Update to update the fields with the updated content. This is possible in Purchase Orders, Bills, Recurring Bills, Recurring Expenses and Payments Made.

15 February 2019

View Recurring Journals in the Bank's Overview Section

The Recurring Journals associated with a particular bank will now be visible from the particular bank's Overview section.

14 February 2019

Opening Balances Revamp

The opening balances page has been revamped with an intuitive interface, thereby making it easy to set up. The available balances help customers to easily enter the balances based on the transactions created and imported.
Learn more...

14 February 2019

Resize Logos in Templates

Enlarge or reduce the size of the logo on your templates with the Resize Logo option. You can also reset them to the default size, if needed.

14 February 2019

View Customer Details from Invoice Creation Page

Easily view all the details of your customer while creating an invoice for them.

13 February 2019

PDF and Details View for Sales Orders

The Sales Orders module now allows you to view the PDF version (to be shared with customers) and a Details view that lets you view the order status, invoiced status, quantity invoiced.

8 February 2019

Enable/Disable Notifications for Draft Recurring Invoices

You can now choose to enable or disable email notifications that are sent when recurring invoices are created in the draft status.

7 February 2019

Permisions for Custom Views

The custom views created can now be made accessible only for selected users with permissions. Provide access to the users or roles who can view them while creating a custom view.

5 February 2019

Import Custom Fields

You will now be able to import the custom fields you had created for your item table. This is currently available for invoices, estimates, sales orders, credit notes, purchase orders, bills and debit notes.

5 February 2019

Filter Reports by Projects

You can filter the Invoice Details report, Bills Details report and Purchase Order Details report by projects. The report columns are also customizable to the view project details.

5 February 2019

View Details of Bills Applied to Vendor Credits

You will now be able to view all the details of the bills that are applied to a vendor credit. Enable this from the Bill Details section of Vendor Credit Templates.

4 February 2019

Include Project Name and Refunds in Customer Statement

The project name and refunds processed for a customer can be added to the customer statement table. Enable this from the Customer Statement Templates.

1 February 2019

Bulk Add Items While Creating Transactions

Select multiple items in bulk and quickly create Sales and Purchase transactions. You will be able to add up to 50 items at once.

JAN

2019
31 January 2019

Recurring Journals

Introduced the Recurring Journals module to automatically create journal entries at a set frequency for transactions that recur.
Learn more...

31 January 2019

Filter Report by Landed Costs

You can now filter the Bill Details report based on the applied landed cost. Enable the option under Hide/Show columns to view the details.

31 January 2019

View Project Profitability Summaries

You can now view the Profitability Summary of each project in the project details page. You can filter them based on the transaction type and time period too.

30 January 2019

Enhancements to Custom Domain

The custom domain page has been revamped with an intuitive interface, thereby making it easy to set up.
Learn more...

28 January 2019

Enhancements to Invoice Templates

A) You can now enable or disable Total Quantity and Payment Details such as Payments Made, Credits, Written Off Amount and so on. B) Included Payment Stubs in the Minimalist Template. C) Provided options for customizing Tax Summary Lables in all templates.

24 January 2019

Bulk Delete Projects and Payments Recieved

Choose multiple projects or payments recieved receipts and delete them in bulk. You can delete up to 25 projects or payments recieved at once.

23 January 2019

Prevent Activities That Result in Negative Stock Levels

Enable the option Prevent stock from going below zero in your Item Preferences and prevent any activity that might make your stock level zero.

22 January 2019

Additional Filters in Reports

The option to filter and customize reports is now available in the following reports: Sales By Customer, Aging Details & Aging Summary (Receivables and Payables), Estimate Details, Customer and Vendor Balances, Payments Made, Purchase Order Details, Purchase Order by Vendor, Purchase by Vendor & Item and Expense by Customer & Project.

11 January 2019

Find Help in Page Tips

The page tips section now lets you to search for other help guides and frequently asked questions based on your keywords.

7 January 2019

Associate Projects to Purchase Transactions

Associate Bills, Recurring Bills and Vendor Advances to projects and track all your purchases appropriately.

7 January 2019

Introducing What's Next

Introducing navigational assistance at a user level for performing the most commonly performed actions that succeeds invoice creation.

4 January 2019

Convert Multiple Sales Orders into a Single Invoice

Bulk select multiple sales orders and convert them to a single invoice in just one click. You can convert sales orders in the open status that are created for the same customer to an invoice. The maximum number of sales orders that can be selected are 25.

4 January 2019

Generate Public or Private Invoice Links

Now generate a private invoice link that can be viewed only in the client portal or a public link that can be accessed by anyone. The public link also comes with a 90 day expiry. You can also choose to disable all active public links.

4 January 2019

Mark Reports as Favourite

You can now mark commonly accessed reports as favourite by clicking the star icon near a report.

DEC

2018
26 December 2018

Create Invoices in Bulk for Projects

Working on multiple projects for a particular customer? With this update, you can select multiple projects and timesheets from the Time Tracking tab and include them in a single invoice.

26 December 2018

Keep Your Customers Notifed via SMS

You can now integrate Zoho Books with Twilio, which is a cloud communication platform. This integration lets you send automated text messages to your customers when you create invoices, make invoice payments or send payment reminders.
Learn more...

26 December 2018

Restrict Invoice Creation for Customers with Credit Limits

Now, you can set a credit limit for individual customers. When the outstanding balances of these customers exceed their set credit limit, invoice creation will no longer be possible for them. Alternatively, you can choose to show a warning before proceeding to create an invoice for these customers.
Learn more...

21 December 2018

Request Your Customers' Payments Details for Auto-charge

This update lets you request your customers for their payments details. Their card credentials will be validated before being securely stored with Zoho Books. These credentials can then be used to charge them for future transactions automatically. This feature is available only if you've enabled a payment gateway that is compatible with auto-charge.
Learn more...

18 December 2018

Open a new tab for URLs with Custom Links

The custom link feature lets you quickly open an external website in a new tab, right from Zoho Books. This is useful in cases where you want your users to easily find external resources, such as your company's invoice creation guide when creating an invoice.

14 December 2018

Associate Employees with Expenses

You can now add an employee and associate them with the expenses that you create. This lets you track your expenses better.

13 December 2018

Enhanced Trial Balance Report.

We've added the option to show accounts with their balance as zero, as well as the opening and closing balances of your accounts in the trial balance report. Also, you can now compare this report with a previous date range.

10 December 2018

Supported More Filtering Options for Some Reports

Some reports can now be filtered with more options to show or hide columns. These changes are available for the following reports: Retainer Invoice Details, Payments Received, Credit Note Details, Recurring Invoice Details, Bills Details and the Sales Order Details reports.

6 December 2018

Introduced Web Tabs

The Web Tabs feature lets you and all the users in your organization open an external website within Zoho Books.
Learn more...

NOV

2018
29 November 2018

More Filters in the Sales by Item Report

The Sales by Item report can now be filtered based on custom fields created for items. With this update, you can also choose to hide default columns.
Learn more...

27 November 2018

Prevent Changes to Invoiced Estimates

You can now prevent changes from being made to estimates which have been invoiced. Users who do not have sufficient permissions will be asked to contact an admin to make changes to an invoiced estimate.

26 November 2018

Record Bank Charges

Any transactional charges that you may have incurred while making bill payments can now be recorded in the Bank Charges field in the Payments Made module. This amount will be exclusive of the total bill amount.
Learn more...

22 Novemebr 2018

Easily Favourite Your Custom Views

With this update, you can easily mark your frequently used custom views as favorites by clicking the Star icon next to them in the Custom Views dropdown.

22 November 2018

In-app Notifications

You can now create your own in-app notifications that can be triggered using workflows. These notifications will be sent to the mobile app as well.

21 November 2018

View Customer and Vendor Balances 'As On' a Certain Date

The Customer Balances and Vendor Balances reports can now be generated to show your customer and vendor balances without being affected by future transactions.
Learn more...

20 November 2018

Generate Reports based on Projects

The Profit and Loss and Account Transactions reports can now be generated based on projects, which will include all project related transactions.

20 November 2018

More Filtering Options for the Invoice Details Report

The Invoice Details report can now be filtered based on more contact and invoice details such as the Expected Payment Date or Shipping Charges, as well as any related custom fields. This update also lets you hide default fields.
Learn more...

19 Novemebr 2018

Custom Fields for Manual Journals

With this update, you can create custom fields to record additional information in a journal entry.

14 November 2018

Search for Items by SKU

Items can be searched for by their SKU while creating price lists, making it easier to create price lists with many items.

9 November 2018

Template Customization for Vendor Statements

You can now customize various aspects of the Vendor Statement such as fonts and colors to suit your needs better.

5 November 2018

Clone Your Chart of Accounts

You can now choose to import all of your data from the Chart of Accounts to your cloned organization.

OCT

2018
1 October 2018

Customizable Journal Numbers

You can now manually add journal numbers each time when you make a journal entry.You can also choose to allow Zoho Books to generate journal numbers automatically while importing journals.

1 October 2018

Generate Payment Numbers for Payments Received

You can now generate payment numbers in the Payments Received module. This can either be done manually, or automatically to save you time.

4 October 2018

Import Retainer Payments

Import retainer payments from your previous accounting system and keep a track of all your payments in the Payments Received module.

5 October 2018

Send Invoices in Your Customer's Language

You can now send invoices to your customers in their portal language. Select the portal language in the contact details section and allow them to view it in their customer portal or just the invoice.

11 October 2018

Auto-generate Transfer Orders and Bundling Numbers

Transfer order numbers and bundling numbers are now automatically generated. This is applicable when your organization has enabled the Zoho Inventory add-on.

15 October 2018

Track Profits With the New Product Sales Report

The Product Sales Report allows you to customize the date range and identify the average profit margin of a product sold along with its SKU, Quantity Sold and Sales Price in that period.

15 October 2018

Bulk Update Invoices, Credit Notes and Projects

You can now update a single field in multiple invoices or credit notes at once. Select multiple transactions and click bulk update to update the fields you would like to update in the pop-up.

22 October 2018

Upgraded Zoho Books - Zoho Projects Integration

A bunch of new features have been added to the Zoho Books- Zoho Projects integration to provide for better billing and seamless data sync.
Learn more...

24 October 2018

Introducing Comments and History for Manual Journals

Easily identify all the changes made to a journal created. You will also be able to add your comments if any, right there.

24 October 2018

Quick Actions in the Contacts Module

You can now edit and email contacts right from the contacts list page itself in the action drop-down.

25 October 2018

View Journal Entries Straight Away

View the journal entry created for a transaction in the transaction details page itself. This is currently available for Expenses, Bills, Credit Notes, Vendor Credits, and Invoices.

25 October 2018

Email Payment Reciepts At Once

Email payment receipts for all the payments received from your customers in just a click. Select all transactions and click the email icon to do this.

25 October 2018

Associate Billing and Shipping Address for Recurring Invoices

Previously the customer's primary address was associated with a recurring invoice by default. Now, you can select the billing and shipping address and send them to your customers.

SEP

2018
26 September 2018

Client Approvals for Timesheets

Enable client approvals and get your time entries verified and approved by your client before you invoice them.
Learn more...

26 September 2018

Easily Filter Your Unreconciled Transactions

The Unreconciled filter has now been added to the banking module to provide for easy reconciliation.

20 September 2018

Bulk Update for Recurring Invoices

You can now update a single field in multiple recurring invoices at once. You can use this to update fields such as the sales person associated to the multiple invoices, payment terms and so on.

20 September 2018

Fetch all Your Feeds

You can now choose to fetch your feeds from a specific date. Feeds by default are fetched from your last sync date. You can fetch feeds that were not fetched in your previous sync by selecting a specific date.

20 September 2018

Mark Expenses and Bills as Unbilled

You can now mark the expenses and bills as unbilled while you void an invoice. This applies in cases where you might have marked your expenses as billable and you would like to void it.

18 September 2018

Incorportated Sales Orders to the Client Portal

The client portal now has the sales orders, thereby letting your customers view the confirmation of an impending sale.

7 September 2018

Create Reverse Journal Entries

You no longer have to create a new entry to reverse the debits and credits of a journal you published earlier. Just click create reverse entry and a new journal with debits and credits reversed will be added to neutralize the entry.

3 September 2018

Zoho Books - Zoho Mail Integration

Zoho Books integrates with Zoho Mail to bring all the email correspondence between you and your contact in one place. . The integration lets you view emails, manage documents and view all activity in the 'Comments' section of your transactions.
Learn more...

AUG

2018
23 August 2018

Updates to Project-based Invoicing

With this update, bills that are associated with projects can be included in project-based invoices. Also, including time entries in project-based invoices has been made optional. This lets you charge your clients only for bills and expense that are related to a project.
Learn more...

23 August 2018

Enhancements to the Inventory Summary Report

The Inventory Summary report can now be generated based on the availability of specific items.

23 August 2018

Batch Tracking for Composite Items and Bundling

Your composite items and bundles can now be tracked in batches to ensure you always know which batch a defective or expired product originated from. These features are available when you've enabled the Zoho Inventory add-on.

13 August 2018

Perform Invoice Actions Faster

You can now perform invoice actions such as Edit, Print and Approve right from the invoice details page, to help save you a sliver of time.

9 August 2018

Export Users

With the new update, you can download a backup file of all the users in your organization along with their roles and email addresses.

3 August 2018

Enhanced Inventory Reports

This update lets you generate the Inventory Summary and Inventory Valuation Summary reports based on item names.

JULY

2018
27 July 2018

Enhancements to Manual Journals

The manual journals section of Zoho Books has been upgraded. Now you can: a) Create journals in the Draft status and publish them either one by one or in bulk. b) Import or export your journal file along with its status.Export files can be password protected too. c) View journals offline by downloading it as a PDF or printing it.
Learn more...

18 July 2018

The New Spreadsheet Lite Template

A blend of the spreadsheet and spreadsheet plus invoice templates affixed with new features is the new Spreadsheet Lite. You can sign on the left and right side of your invoice when you use this template.

18 July 2018

Navigate Between Estimates and Invoices

The comments section of an invoice now lets you navigate to the estimate from which an invoice was created and vice versa.

18 July 2018

Associate Estimates While Importing Invoices

Zoho Books now lets you associate estimates to your invoice import file. This will change the estimate status automatically to invoiced.

12 July 2018

Filter Timesheets by Customers or Projects

You can now filter your timesheet entries by your customer name or project name. So you can use a combination of status, period, customer and project name to get to that timesheet you were looking for.

6 July 2018

Email Notifications for Workflow Limits

You will now receive email alerts when you're about to exhaust your workfow limit so that you can plan your executions for the day accordingly. This applies to email alerts, webhooks, and custom functions.
Learn more...

4 July 2018

Enhancements to the Trial Balance

You can now generate the trial balance for a custom period of your choice. Select the From and To dates and the report will be ready when you click Run Report.

JUNE

2018
27 June 2018

Filter Your Aging Details Report by Customers or Vendors

Find out the amount that you're owed or need to pay with regard to particular contacts.The Aging Details report can now be customized based on a Customer for your Receivables or a Vendor for your Payables.

27 June 2018

Advanced Filters for the Invoice Details Report

Your Invoice Details report can now be generated based on Advanced Filters such as your customer name or custom fields.

22 June 2018

Additional Columns in the Account Transactions Report

With this update, you can choose to display the Account Code and Running Balance for all your accounts in the Account Transactions Report.

19 June 2018

Print Your Bank Transaction Details

You can now print the transaction details of your bank or card transactions in the banking module, in case you need a hard copy of them.

18 June 2018

Custom Buttons for More Modules

You can now create Custom Buttons for more modules, namely; Bills, Credit Notes, Expenses, Purchase Orders, Retainer Invoices and Vendor Credits. These buttons can be placed within Zoho Books to quickly perform custom actions.
Learn more...

13 June 2018

Detailed General Ledger Report

The General Ledger report now displays rows of all your transactions under every General Ledger account, along with their Opening and Closing Balance.

8 June 2018

Cancel Items In Purchase Orders

Items that you had ordered by mistake or that are no longer needed can now be cancelled in your purchase orders, provided that they are partially billed.
Learn more...

8 June 2018

Hide Your Item Rates

The Selling Price and Purchase Price of your Items can now be hidden for users under a particular role.
Learn more...

8 June 2018

Bulk Update for Estimates

You can now update a field in multiple estimates at once with common data, such as your Terms & Conditions.
Learn more...

5 June 2018

Retain Your Recently Used Custom Views

With this update, your recently used custom views are retained, even after closing and re-opening Zoho Books, allowing you to pick up from where you left off.

5 June 2018

Calendar View for Bills

Calendar View lets you view all your pending bills in a neat, calendar like structure with cells showing the total amount due on that date. Clicking on a cell will bring up a list of all the bills due on that date, if any.

MAY

2018
28 May 2018

Landed Costs

With Landed Costs, you can track the additional charges you may incur while bringing the goods to your warehouse. This helps you to calculate profits accurately.
Learn more...

25 May 2018

Filter and Email Outstanding Transactions

You can now filter the outstanding transactions from the customer statement in the contacts module.

24 May 2018

Permission to Access PII

As a step towards GDPR compliance, Zoho Books lets you to restrict access and data export of PII(Personally Identifiable Information) of your contacts to users in the organization.
Learn more...

18 May 2018

Export Modules by Transaction Status

You can now export your invoices and estimates from Zoho Books based on the status of your transaction.

17 May 2018

Advanced filter in the Payments Received Report

You can now use the advanced filter in the payment received report to filter transactions based on the criteria you set.

15 May 2018

Zoho Books - Zoho People Integration

Zoho Books integrates with Zoho People to let you view your employees' tasks and projects available in Zoho People and bill them accurately in Zoho Books.
Learn more...

08 May 2018

Filter Report by Reporting Tags

You can now filter your trial balance by using reporting tags. You can generate the report based on the tags that have been created and associated to transactions.
Learn more...

04 May 2018

Better Stock Traceability

Have better control over your stock with this feature as you can view the Stock on hand, Committed Stock and Stock Available for Sale evidently on the items page of Zoho Books. If you have integrated with Zoho Inventory you can see your Accounting Stock and Physical Stock warehouse based on multiple warehouses as well.

APR

2018
26 April 2018

Payment Gateway Preferences

When a payment gateway is selected during invoice creation for a contact, that payment gateway will be chosen by default in the next invoice for that particular contact.

26 April 2018

Search for Organizations by Their Organization IDs

The Organization IDs of all your organizations can now be viewed at a single glance and organizations can be searched for by their Organization IDs.

25 April 2018

Save Time When Importing Bills and Invoices

The process of importing bills and invoices has been streamlined. They can now be linked to their corresponding purchase orders and sales orders right when they are imported.

24 April 2018

Desktop Notifications

Zoho Books now supports desktop notifications via your browser to ensure you don't miss any important updates.

12 April 2018

Payment Made Email Notification

Let your vendors know when you record payment for their invoices by sending them a payment notification email.

12 April 2018

Watermarks for PDFs

Now, a watermark will be added to the PDF copy of transactions that are either in the draft state or pending approval. This is to inform and potentially prevent staff members from downloading or printing an unverified transaction and sending them to customers.

03 April 2018

Add Annexures to Your Invoices

Customize your invoices further by adding additional invoice related information, such as clauses and by-laws, at the end of your invoice.

03 April 2018

Filter Items by Reporting Tags

You can filter items in the Sales by Item report by using reporting tags and generate reports for a particular group of items.

MAY

2018
28 May 2018

Landed Costs

With Landed Costs, you can track the additional charges you may incur while bringing the goods to your warehouse. This helps you to calculate profits accurately.
Learn more...

25 May 2018

Filter and Email Outstanding Transactions

You can now filter the outstanding transactions from the customer statement in the contacts module.

24 May 2018

Permission to Access PII

As a step towards GDPR compliance, Zoho Books lets you to restrict access and data export of PII(Personally Identifiable Information) of your contacts to users in the organization.
Learn more...

18 May 2018

Export Modules by Transaction Status

You can now export your invoices and estimates from Zoho Books based on the status of your transaction.

17 May 2018

Advanced filter in the Payments Received Report

You can now use the advanced filter in the payment received report to filter transactions based on the criteria you set.

15 May 2018

Zoho Books - Zoho People Integration

Zoho Books integrates with Zoho People to let you view your employees' tasks and projects available in Zoho People and bill them accurately in Zoho Books.
Learn more...

8 May 2018

Filter Report by Reporting Tags

You can now filter your trial balance by using reporting tags. You can generate the report based on the tags that have been created and associated to transactions.
Learn more...

4 May 2018

Better Stock Traceability

Have better control over your stock with this feature as you can view the Stock on hand, Committed Stock and Stock Available for Sale evidently on the items page of Zoho Books. If you have integrated with Zoho Inventory you can see your Accounting Stock and Physical Stock warehouse based on multiple warehouses as well.

APR

2018
26 April 2018

Payment Gateway Preferences

When a payment gateway is selected during invoice creation for a contact, that payment gateway will be chosen by default in the next invoice for that particular contact.

26 April 2018

Search for Organizations by Their Organization IDs

The Organization IDs of all your organizations can now be viewed at a single glance and organizations can be searched for by their Organization IDs.

25 April 2018

Save Time When Importing Bills and Invoices

The process of importing bills and invoices has been streamlined. They can now be linked to their corresponding purchase orders and sales orders right when they are imported.

24 April 2018

Desktop Notifications

Zoho Books now supports desktop notifications via your browser to ensure you don't miss any important updates.

12 April 2018

Payment Made Email Notification

Let your vendors know when you record payment for their invoices by sending them a payment notification email.

12 April 2018

Watermarks for PDFs

Now, a watermark will be added to the PDF copy of transactions that are either in the draft state or pending approval. This is to inform and potentially prevent staff members from downloading or printing an unverified transaction and sending them to customers.

03 April 2018

Add Annexures to Your Invoices

Customize your invoices further by adding additional invoice related information, such as clauses and by-laws, at the end of your invoice.

03 April 2018

Filter Items by Reporting Tags

You can filter items in the Sales by Item report by using reporting tags and generate reports for a particular group of items.

MAR

2018
30 March 2018

Custom Functions are Supported for More Modules

Now, you can create custom functions for Retainer Invoices, Vendor Credits and Recurring Expenses to automate your processes in Zoho Books.

29 March 2018

View Bills Associated to a Customer from the Contact Details Page

In the contact details page, you can view the bills that are associated to a particular customer.

20 March 2018

Export Customer and Vendor Statements in XLS

You can export your customer and vendor statements in the XLS format to give your contacts better control over the data and to perform Excel operations on them.

15 March 2018

Convert Approved or Submitted Transactions into Drafts

Transactions that are approved or that have been submitted for approval can be converted into drafts. Also, you can add a comment to let the submitter know the reason for not approving the transaction.

15 March 2018

Sync Your Zoho Books’ Contacts with Zoho Campaigns

Your contacts from Zoho Books can be synced with Zoho Campaigns. This will allow you to create powerful campaigns for your contacts in Zoho Books.

06 March 2018

Set Your Items to be Tax Inclusive

We've added an option to set your item rates as tax inclusive.

05 March 2018

Increased Number of Custom Fields

The limit for the number of custom fields has now been increased to 39 for Expenses and Credit Notes.

05 March 2018

Include Zoho Inventory Data When You backup

Backups for your organizations in Zoho Books that are integrated with Zoho Inventory will now include the Zoho Inventory data. So, you need not make another backup request for the same data in Zoho Inventory.

FEB

2018
21 February 2018

Hide Balance Due from the Header

We've introduced an option to hide the Balance Due in the header of an invoice template. Now, you can hide it in the Standard, Grand, Standard Euro and Continental templates.

21 February 2018

Templates for Vendor Credits

Customize and set templates for vendor credits. This provides you with a lot of customization options to change its appearance.

20 February 2018

Export files in XLSX Format

You can now export files in XLSX format and set a password to protect them.

20 February 2018

Separate Statuses in Purchase Orders

The status of a purchase order is split and displayed as a order status and bill status. Now, track the purchase orders more efficiently.

15 February 2018

Enhancements to the Banking Module

You can now view all the matched transactions if you had matched multiple transactions to a single bank feed. Also, search these transactions based on the amount in the feed, against which they were matched to identify all the transactions that were matched.

01 February 2018

Access Zoho Books Custom Fields in Zoho CRM

The custom fields you create in Zoho Books will be available in Zoho CRM. You can now create custom views and custom reports in Zoho CRM based on the custom fields.

JAN

2018
24 January 2018

Approval Workflow for transactions.

Enable transaction approval for your Sales and Purchase Transactions in settings. Now, you can appoint approvers who can verify and approve transactions before sending them to your customers or vendors.
Learn more...

24 January 2018

Importing statements made easy.

Now, you can import bank statements directly from the document folder of Zoho Books. It’s easy and quick.

05 January 2018

Running balance on display.

Track the running balance of your bank account, credit card and cash account against each transaction in the Banking module under All Transactions. Stay updated on your financial status.

04 January 2018

Advanced search in contacts.

You can now perform advanced search for contacts in all creation pages. You can enter any information relevant to a contact and the advanced search finds the contact for you.

DEC

2017
15 December 2017

More on customization.

We have extended the line item customization options to the purchase module as well. You can now customize the line item table in purchase templates like Purchase orders and bills to suit your need.

5 December 2017

Manage upto 100 different addresses for your sale.

You can now add upto 100 additional addresses for your contact in Zoho Books from the contact details section, thereby increasing your scope of supply for that customer.

NOV

2017
14 November 2017

Keyboard shortcuts to help speed you through common accounting tasks.

You can now navigate to transactions, create them, and save them right from your keyboard. Press SHIFT + ? to view all the available keyboard shortcuts in Zoho Books.

OCT

2017
11 October 2017

Customization just got better.

You can now customize the line item table in all sales templates to suit your need.

04 October 2017

Do more from the Quick Create section.

You can now create retail invoices, customer payments, recurring expenses, recurring bills, vendor payments, journal entry, item adjustments an much more from the quick creation page.

SEP

2017
26 September 2017

Export Templates: Now export specific data from your Zoho Books account.

Zoho Books now lets you export all the data in a particular module or create your own Export Template to export specific data.
Learn more...

14 September 2017

Enhancements to the Client Portal.

Your customers can now choose their preferred payment method directly from their Client Portal.

14 September 2017

Enhancements to bulk download option.

The option to bulk download transactions as pdf has been extended to Payments Received module as well.

AUG

2017
06 August 2017

Edit Sales person while creating your transaction.

You can now edit sales person right from the transaction creation page.

JULY

2017
19 July 2017

Do more with the customization.

Edit your transaction template, Terms and Conditions, and Notes directly from the transaction details page.

JUNE

2017
20 June 2017

Add more information to your Contacts.

With an option to add ‘Street Address 2’ field in address section, add further information to your contact’s address like floor number, apartment number, crossroads, etc.

09 June 2017

Send Customer Statements in bulk.

Select multiple contacts, a date range and send customer statements for the selected date range to multiple customers at the same time.

09 June 2017

Enhancements to the Project Module.

Include Project Name in Recurring Expenses. Generate Recurring Expenses from the Project Details page.

MAY

2017
24 May 2017

Pay without logging in to the Client Portal.

You will now be redirected to a secure payment page, no matter the status of your Client Portal.

18 May 2017

Enhancements to Forte and Authorize.net integrations.

You can now choose either a bank account or a credit card account (or both), and the preference will be saved in your Client Portal.

11 May 2017

Enhancements to bulk download option.

The option to bulk download transactions as pdf has been extended to bills modules as well.

10 May 2017

Save bills as draft.

You can now save your bills as draft using the 'Save as Draft' option.

APR

2017
25 Apr 2017

Bulk download as PDF.

The limit to bulk download as PDF is set to a maximum limit of 100 at a time.

19 Apr 2017

Map Purchase Information with CRM Fields.

Sycn your purchase Information of Items with CRM and reflect them under COGS Account.

19 Apr 2017

Match journal against statement transactions

Include bank and card accounts in manual journals to match journal against statement transactions in banking.

MAR

2017
29 Mar 2017

Zoho Books - Zoho Checkout Integration

With this integration, you can now handle taxes and accounting on your payment pages with ease.
Learn more...

24 Mar 2017

Personalize your Zoho Books organization to go with your brand

Set up custom domain to add a favicon to your Zoho Books organization to further enhance and increase the prominence of your brand.
Learn more...

23 Mar 2017

Show Total Amount in Words

With the feature to show the total amount on the Invoice in words, be doubly sure of the amount in an Invoice, Estimate, Retainer Invoice or on a Payment Receipt.

23 Mar 2017

View daily API Usage

Keep track of the API Usage for your Zoho Books organization on a daily basis.

23 Mar 2017

Out of Stock' warning

Evaluate the total stock kept on hand by setting pop-up alerts from within Zoho Books, this automatically trigger a message if items are out of stock.

10 Mar 2017

Create Custom Button

Create new button actions and define them based on your requirements with the help of an advanced feature called Custom Buttons.
Learn more...

09 Mar 2017

Multiple Address Selection

While creating any sales transaction, upon selecting the customer, you can select the Billing and Shipping address from the list of addresses of that contact.

09 Mar 2017

Enhancements in Reporting Tags

Select a tag for the line item while creating any transaction in Zoho Books.

FEB

2017
09 Feb 2017

More Enhancements to your Avalara integration

Zoho Books now supports Tax Payments and Tax Adjustments for Avalara integrated organizations.

09 Feb 2017

Updates in Email Template

The 'Estimate Notification', 'Invoice Notification', and 'Payment Thank You' templates have been further enhanced with new design and layout.

08 Feb 2017

Template Support for Bills

With Zoho Books, choose either from Standard or Compact template for your Bills template.

01 Feb 2017

Create Customized Customer Statements

Change the title, apply colors and set the header and footer to your Customer Statements.

JAN

2017
25 Jan 2017

Zoho Books-Zoho CRM Enhancements

 Select your template while creating/editing an Invoice or an Estimate under Zoho Books inside Zoho CRM. Search for the items using the SKU code. 

23 Jan 2017

Grid Style View for Line Items

 The layout of line items for transaction creation has been done into a grid-like style. 

18 Jan 2017

Tracking your Vendor Advances

You can track your Vendor Advances in an Asset account called Prepaid Expenses.
Learn more...

12 Jan 2017

Managing Sales Order

  Select Sales Order Number or Sales Order Reference Number when converting Sales orders to Invoices.

10 Jan 2017

Create Recurring Invoices for Projects

 Associate the unbilled hours of your Project(s)to a Recurring Invoice.
Learn more...

10 Jan 2017

Updates to the Invoices Module

 Pay your invoices through your bank account from the client portal and share link of sent invoices from the Invoice details page.

10 Jan 2017

New Features in Mail Option

 Signature, Cc, Bcc options added in e-mail.

10 Jan 2017

Potential Linking

 Associate a Potential from Zoho CRM to an Expense created in Zoho Books.

10 Jan 2017

Icons added for an easy identification

 Icons included in settings pane and settings drop down for Zoho Books application.

05 Jan 2017

Enhancements to the Timesheet module

 Create Projects with the same name for different customers.

04 Jan 2017

New in Zoho Books : Documents and Auto-scan

 Create transactions straight from your inbox for your Zoho Books account using the Documents feature.
Learn more...

DEC

2016
16 Dec 2016

Best practices for easy checkout

 Express Checkout option added in Payflow Pro Payment Gateway for you to experience a easy checkout. 

09 Dec 2016

New in Projects: Announcing Card View

 Stay organized while adding a more visual appeal to your Projects list with the Card view. 

09 Dec 2016

Allow Timesheet Staff to record expenses

Create New Role and enable permission for Timesheet Staff to record expenses for associated projects.  
Learn more...

01 Dec 2016

Import and export your Inventory adjustments

  You can Import and export Inventory adjustments for both quantity and value in Zoho Books.  

01 Dec 2016

 More updates to Items module

 Link the items as per their type, Product or Service while Item creation.

NOV

2016
22 Nov 2016

New Payment Terms In Zoho Books

Send automated reminders based on time elapsed since end of month.

21 Nov 2016

Integration Between Office 365 and Zoho Finance Products

With this integration, import contacts and invite users from your Office 365 account to Zoho Books.

14 Nov 2016

Convert Invoices To Recurring Invoice

Choose to mark your invoices as recurring invoices, while at the time of their creation.

11 Nov 2016

Introducing Android app (Version 5.9.4)

Zoho Invoice Android app version 5.9.4 rolled out with more features and enhancements.

11 Nov 2016

Import and Export Retainer Invoices

With Zoho Invoice, save time working with Retainer Invoices by easily importing and exporting them.

11 Nov 2016

Send Unpaid Invoices List to Customers

Choose to attach the list of unpaid invoices while sending a Statement to your customers.
Learn more...

11 Nov 2016

Order number fields for Recurring Invoices

Easily keep track of your recurring invoices with order number.

04 Nov 2016

Customize Estimate Details Report with Custom Fields

Make use of Custom Fields added in Estimates module to run a more in-depth estimate details report.

01 Nov 2016

More power to Zoho Books-CRM Integration

Link potentials in Zoho CRM to multiple invoices, estimates, expense reports and sales orders.

OCT

2016
20 Oct 2016

Add Attachments to your Queries

Add precise information to your e-mails by attaching files directly in our Contact Support section

20 Oct 2016

Customise Reports with Custom Fields

Make use of Custom Fields added in Contacts, Invoices and Estimates module to customize Invoice Details report and Expenses by Customer report.
Learn more...

18 Oct 2016

Accelerate Sales with Sales Order Report

View the status of your sales orders and shipment date with Sales Order Details report.

11 Oct 2016

Record Instalment Payments

If you file your tax returns annually, use the GST/HST Return report in Zoho Books, and record your instalment payments seamlessly.

11 Oct 2016

Introducing Snail Mail

Send a hard copy of the invoice to the mailing address of the customer.

04 Oct 2016

Manage your Custom Fields

Mark custom field as active, inactive or mandatory and also display them in your PDF.
Learn more...

03 Oct 2016

Item Adjustment by Value

In addition to quantity adjustment, we have added an option to adjust the asset value of an item.
Learn more...

SEP

2016
30 Sep 2016

Ship and Bill Items to Multiple Addresses

With Zoho Books, you can add multiple addresses to your contacts, to deliver goods at multiple locations.
Learn more...

23 Sep 2016

Let Your Sales and Finance Team Collaborate

Instantly sync data between Zoho Books and Zoho CRM and add more hours to your day.
Learn more...

22 Sep 2016

Manually Charge your Customer

Charge your customer with their associated card or with another valid card using Retainer Invoices.
Learn more...

22 Sep 2016

Introducing Basic Template

We have added a new template 'Basic' to our template gallery which is specially designed for freelancers.

16 Sep 2016

Clone your Templates

No more wasting time re-creating the changes made. Simply use the clone option to replicate one entity template to another entity and record the changes made.

14 Sep 2016

Power Packed Zoho Books iOS version 4.0

Reconcile new transactions, create and send invoices, track time for your projects, create expense claims and much more – anywhere, anytime – on your iPhone.
Learn more...

1 Sep 2016

Know Your Contacts' Department and Designation

Route your invoices and bills to the proper department and map the same to reflect in your CRM.

AUG

2016
25 Aug 2016

Classify your Accounts Further with Sub-Accounts

Keep your accounts organized and have a more granular view of your accounts with Sub-Accounts.
Learn more...

24 Aug 2016

PRINT CHECKS IN BULK

Get multiple checks printed in one go with the Bulk Print option.
Learn more...

23 Aug 2016

BETTER TIMEKEEPING WITH CLONE TIME ENTRY

Save the trouble of manually listing time entry each time with the Clone option under Timesheet.

23 Aug 2016

ADD COMMENTS AND MULTIPLE NOTES FOR CONTACTS

Make remarks, add multiple notes, and view them under Contacts Overview.
Learn more...

17 Aug 2016

MATCH TRANSACTIONS FOR FLAWLESS ACCOUNTING

Create adjustments when matching transactions, add advanced filters while searching for transactions and match withdrawals against deposits and vice versa.
Learn more...

12 Aug 2016

STAY ON TOP OF YOUR PROJECT EXPENSES

You can keep track of the expenses incurred in your project through Expenses by Project Report and view the same under Project Details Report.

12 Aug 2016

GET A MORE DETAILED TIMESHEET REPORT

Track logged hours for your projects with the start and end time in the Timesheet Report.

9 Aug 2016

FINISH YOUR INVOICING IN ADVANCE

You can set your invoices to be automatically sent to your customers at a future date.
Learn more...

5 Aug 2016

AVOID DUPLICATION WHILE IMPORTING

Skip or overwrite duplicate contacts, while importing contacts from CSV or TSV file into Zoho Books.

5 Aug 2016

PAYMENT TERMS FOR VENDOR

Apply a Payment term for your vendor and when a bill or recurring bill is created for that vendor, the due date will be calculated based on the set payment term.

JUL

2016
26 July 2016

INTRODUCING REPORTING TAGS

Use reporting tags and filter your reports to identify which regions, products or divisions of your business are performing better than the other.
Learn more...

14 July 2016

ANALYZE ZOHO BOOKS DATA WITH ZOHO ANALYTICS

With the Zoho Books and Zoho Analytics integration, you can import all your Zoho Books data into Zoho Analytics to create customizable reports and dashboards.
Learn more...

12 July 2016

PAYMENTS MADE EASIER

Your customer can now make payments through stored cards from the client portal.
Learn more...

12 July 2016

CUSTOM FIELDS IN CLIENT PORTAL

With the option to display and edit the Contact Custom Fields in Client Portal, you can choose to allow your clients to enter, edit or save the required changes.

1 July 2016

RE-ORDER TAXES BASED ON YOUR PREFERENCES

Sort your taxes the way you want them to appear in your Invoice.
Learn more...

JUN

2016
30 June 2016

SEE PAST TRANSACTIONS AND EMAIL CONVERSATIONS

Have all past transactions and mail history available at your fingertips within the contacts module.

25 June 2016

ADD CUSTOM FIELDS TO SHIPPING ADDRESS

Associate more details to your shipping address through Custom Fields under your Contacts Preferences
Learn more...

20 June 2016

WEPAY INTEGRATION

Need a payment gateway that maximizes ease of use? With WePay, you can create a merchant account in minutes and start accepting online payments from your customers.
Learn more...

3 June 2016

ADD YOUR CUSTOMER'S SOCIAL MEDIA INFORMATION

Store your customer’s Facebook, Twitter and Skype IDs in the contacts section.

1 June 2016

INCLUDE ADDITIONAL INFORMATION ABOUT YOUR ITEMS

Capture any additional information related to the products you sell. You can choose to display them on your invoices.
Learn more...

1 June 2016

CUSTOMIZE CREDIT NOTES, PAYMENT RECEIPTS AND SALES ORDERS

Personalize your credit notes, payment receipts, and sales orders with custom templates.

MAY

2016
27 May 2016

PROVIDE A REASON WHEN YOU WRITE OFF AN INVOICE

You can now include a reason for writing off an invoice.
Learn more...

13 May 2016

SELECT YOUR FAVORITE THEME FOR ZOHO BOOKS

Choose a theme from the Branding section in Preferences.

11 May 2016

SHARE FILES WITH YOUR CUSTOMERS THROUGH THE CLIENT PORTAL

Attach files to your Contacts and share them with your customers through the Client Portal.
Learn more...

APR

2016
27 May 2016

GET MORE OUT OF YOUR REPORTS

Filter reports and make better business decisions with reporting tags.
Learn more...

MAR

2016
16 Mar 2016

ZOHO BOOKS IS NOW INTEGRATED WITH SLACK

Connect Zoho Books to Slack, an online messaging app and keep track of your customer's client portal activities.
Learn more...

FEB

2016
19 Feb 2016

SEND INVOICES IN GEORGIAN AND ARMENIAN LANGUAGES

Support for Hebrew and Georgian languages in predefined PDFs with Dejavu Sans font.

7 Feb 2016

CARRY OUT BULK OPERATIONS ON BANK TRANSACTIONS

You can exclude, unmatch, uncategorize and delete bank transactions in bulk.

JAN

2016
13 Jan 2016

RECEIVE FEEDBACK FROM YOUR CUSTOMERS EASILY

Request reviews and ratings for your service through the Client Portal.
Learn more...

13 Jan 2016

LOCATE ITEMS ACCURATELY BY ADDING IMAGES AND SKU

Add images and SKU information to the products you sell.
Learn more...

6 Jan 2016

SEND INVOICES FOR MULTIPLE PROJECTS CREATED IN ZOHO PROJECTS

With the Zoho Projects integration, you can now create and send invoices for multiple projects from Zoho Books.

DEC

2015
31 Dec 2015

ATTACH MORE FILES TO AN INVOICE

You can now attach multiple files to an invoice and also choose to display them in the Client Portal.

31 Dec 2015

INTRODUCING THE AUSTRALIAN EDITION OF ZOHO BOOKS

Australian businesses can now generate the Business Activity Statement(BAS) and apply exemptions while creating Sales & Purchases transactions.
Learn more...

NOV

2015
26 Nov 2015

SPEAK YOUR CUSTOMER'S LANGUAGE

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

CAPTURE ANY TYPE OF ADDITIONAL INFORMATION IN THE CUSTOM FIELDS

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.
Learn more...

19 Nov 2015

RETRACE YOUR STEPS WITH THE HISTORY ICON

The history icon on the top bar gives you a glimpse of all recent activities in your account.

19 Nov 2015

ADD CONTACTS AND CREATE TRANSACTIONS IN A SINGLE CLICK

The quick create icon present on top bar allows the user to create transactions irrespective of the page you're in.

4 Nov 2015

REPORT SCHEDULER

Users can now schedule a report to be generated on a weekly, monthly or quarterly basis.

3 Nov 2015

USER SEGMENTATION FOR CUSTOMERS

Allow users to access transactions and information of customers to whom they are assigned.

OCT

2015
8 Oct 2015

INTRODUCING CHAT SUPPORT

We have now introduced chat support for all our customers in the UK, USA and Canada.

7 Oct 2015

BATCH EXPENSE:ADD ALL YOUR EXPENSES IN ONE GO

Add up to 30 expenses in one go with the new Batch Expense feature in Zoho Books.

SEP

2015
16 Sep 2015

SWITCH OVER FROM ZOHO INVOICE TO ZOHO BOOKS EASILY

We’ve made it possible for you to switch your organization to Zoho Books from Zoho Invoice in just a few clicks.

16 Sep 2015

KEEP YOURSELF UP TO DATE WITH NOTIFICATIONS

Receive instant notification on Client Portal activities and any new feature added to Zoho Books, through the Notifications section.

11 Sep 2015

COPY MULTIPLE EMAIL ADDRESSES WHILE SENDING AN EMAIL FROM ZOHO BOOKS

Users can now have multiple email addresses in CC while sending emails.

8 Sep 2015

CUSTOM FIELDS FOR EXPENSES

Create and fill custom fields of specific data types while recording expenses.

AUG

2015
20 Aug 2015

ENHANCEMENTS IN ZOHO PROJECTS INTEGRATION

Integrate Zoho Books with Zoho Projects to generate invoices and record expenses for the projects.

14 Aug 2015

PROJECTS IN CLIENT PORTAL

Users can now allow their customers to view their projects and timesheet entries in the client portal.

14 Aug 2015

ACH PAYMENTS FOR FORTE AND AUTHORIZE.NET

Users can now charge customers through bank transfers with Forte and Authorize.Net payment gateways.

10 Aug 2015

ENHANCEMENTS IN ACCOUNT TRANSACTION REPORT

Users can now view reports for multiple accounts.

10 Aug 2015

PAYMENT STUB IN A SEPARATE PAGE

Option to print payment stub in a separate page

JUL

2015
17 July 2015

REVAMP OF TIMESHEET MODULE IN ZOHO BOOKS

Option to mark tasks as 'Billable/Non-Billable' and 'Active/Inactive'

14 July 2015

MULTIPLE EMAIL ADDRESSES FOR AN ORGANIZATION

Users can add multiple email IDs for an organization and associate them with transactions.

10 July 2015

WORKFLOW AUTOMATION FOR SALES ORDERS & CREDIT NOTES

Users can now enable workflows for sales orders and credit notes.

3 July 2015

WORKFLOW AUTOMATION FOR INVOICES

Users can now enable workflows for invoices.

2 July 2015

REPORTS FOR 'TIMESHEET DETAILS' ADDED

Timesheet staff can now view their reports.

2 July 2015

REPORTS FOR 'PURCHASES BY ITEMS' ADDED

Users can now generate reports based on purchases by items.

2 July 2015

ENHANCEMENT IN PAYABLES VENDOR BALANCES REPORT

Customization options added to Payables - Vendor Balances Summary & Details report.

2 July 2015

TAX EXCLUSIVE / TAX INCLUSIVE RATES

Mark your line item rates as either Tax Inclusive / Tax Exclusive while you create bills and invoices.

JUN

2015
29 June 2015

OPTION TO IMPORT TASKS FROM EXISTING PROJECTS

Users can now import tasks from existing projects in Timesheets

24 June 2015

ENHANCEMENT IN RECEIVABLES CUSTOMER BALANCES REPORT

Customization options added to Receivables - Customer Balances Summary & Details report.

11 June 2015

GOOGLE CHROME EXTENSION FOR TIMER

Access Zoho Books from the Chrome Web Store. Also log your work time using a live timer with our Chrome extension.

5 June 2015

ADDITION OF NEW TEMPLATES.

Templates section now supports Payment Receipts and Retainer Payment Receipts.

MAY

2015
24 May 2015

APPLE WATCH APP ENHANCEMENT

View unpaid invoices and bills. Send reminders to customers and set reminders for bill payment.

19 May 2015

CLIENT PORTAL: PAY OFF MULTIPLE INVOICES IN ONE PAYMENT

Your customers can now pay off multiple invoices in a single transaction via the client portal.

15 May 2015

ENHANCEMENT IN CASH FLOW STATEMENT REPORT.

Compare With and YTD options has been added.

15 May 2015

ENHANCEMENT IN RECEIVABLES AGING DETAILS REPORT

Customization options added to Payables - Aging Summary & Details report.

15 May 2015

NEW FEATURE: WORKFLOW AUTOMATION

Now automate repetitive accounting tasks and save time.
Learn more...

APR

2015
30 APR 2015

ENHANCEMENT IN RECEIVABLES AGING DETAILS REPORT

Customization options added to Receivables - Aging Details report

20 APR 2015

NEW FEATURE: PRINT CHECKS

Pay your vendor bills by writing and printing a check directly from Zoho Books (for U.S. Customers only)
Learn more...

10 APR 2015

NEW FEATURE: LOG TIME USING APPLE WATCH

Now you can log time using Apple Watch.

7 APR 2015

NEW INTEGRATION: ZOHO EXPENSE

Automate travel and business expense reporting, streamline approvals, gain spend visibility and control.

2 APR 2015

ATTACH EXPENSE RECEIPTS FROM CLOUD STORAGE SERVICES

Now attach expense receipts from Zoho Docs, Google Drive, Dropbox, Microsoft Skydrive, Box and Evernote.

2 APR 2015

COMPARE REPORTS WITH PREVIOUS PERIODS

Customize your Profit & Loss, Balance Sheet and Trial Balance Report to compare with previous time periods.

MAR

2015
27 MAR 2015

ENHANCEMENT IN RECEIVABLES AGING SUMMARY REPORT

Customization options added to Receivables - Aging Summary report

19 MAR 2015

USER INVITATION EMAIL TEMPLATE CUSTOMIZATION

Template customization option has been provided for user invitation emails

13 MAR 2015

NEW FEATURE: REFUND OPTION FOR EXCESS PAYMENTS

Now you can refund the excess payments made by your clients
Learn more...

10 MAR 2015

ENHANCEMENT: REPORT FOR ESTIMATES

Reports for Estimate Details has been added

FEB

2015
6 FEB 2015

BCC SUPPORT IN EMAILS

You can now BCC someone when sending an email/invoice.

4 FEB 2015

ENHANCEMENT: ZOHO PROJECTS INTEGRATION

You can integrate Zoho Projects with Zoho Books to generate invoices and record expenses for the projects
Learn more...

JAN

2015
21 JAN 2015

NEW FEATURE: KEYBOARD SHORTCUTS

Now put your keyboard ninja skills to work with the new set of keyboard shortcuts.

3 JAN 2015

NEW FEATURE: TRANSACTION LOCKING

Set a transaction locking date to prevent changes to all data before that particular date.

DEC

2014
4 DEC 2014

VENDOR STATEMENT

View transaction history of your vendors in the form of vendor statement.

NOV

2014
7 NOV 2014

INTEGRATION WITH SQUARE

Our integration with Square enables you to view and track your Square sales inside Zoho Books.
Learn more...

OCT

2014
28 OCT 2014

TIME ZONE CHANGE

You can change the time zone your business operates in, from under Organization profile settings.

15 OCT 2014

AVALARA INTEGRATION

Fetch precise tax rates for your transactions with our Avalara Avatax integration (U.S edition only)
Learn more...

22 OCT 2014

AUTO CHARGE SUPPORTS NEW PAYMENT GATEWAYS

You can now receive automatic payments from your clients via the following payment gateways : Stripe, Authorize.Net, PayPal, PayPal Payments Pro and PayPal Payflow Pro
Learn more...

20 OCT 2014

OPENING STOCK OF YOUR ITEMS

You can now enter the opening stock of an item while setting up inventory tracking for it. This will be displayed as the Stock on Hand of this item.

17 OCT 2014

RETAINER INVOICES IN ZOHO BOOKS

Accept advance payments made by a client in the form of retainer invoices in Zoho Books.
Learn more...

16 OCT 2014

CUSTOMIZE USER ROLES

Define additional roles for your users. You can customize each role and provide complete or partial access to the modules inside Zoho Books.
Learn more...

SEP

2014
25 SEP 2014

ZOHO BOOKS FOR IPAD

The Zoho Books app is now available on your iPad.
Learn more...

10 SEP 2014

VENDOR CREDITS

Record the credits you receive from your vendors. Track these credits till they're refunded or use them to pay your bills.
Learn more...

AUG

2014
19 AUG 2014

AUTOCHARGE FOR RECURRING INVOICES

Associate customer's credit card to recurring invoices and charge them automatically for payments.
Learn more...

JUL

2014
23 JULY 2014

MANAGE INVENTORY FOR YOUR ITEMS

Set up inventory for your business, track item levels and get notified when you need to restock.

17 JULY 2014

CASH ACCOUNTS NOW AVAILABLE UNDER 'BANKING'

You can now add and manage transactions for Physical Cash Accounts such as 'Petty Cash' from the Banking tab.

9 JULY 2014

SALES TAX IN THE ZOHO BOOKS U.S VERSION

If you're selling taxable goods in different states in the U.S, sign up for our U.S version to create and associate region-specific tax rates to your contacts.

JUN

2014
18 JUNE 2014

WINDOWS APP NOW SUPPORTS INVOICING.

Create and send out invoices to your clients straight from your windows phone.

13 JUNE 2014

RECORD EXPENSES OFFLINE.

Record your expenses as they're incurred even if you're offline. They are saved and synced automatically when you go online.

13 JUNE 2014

ANDROID APP IS NOW MULTILINGUAL

Our Android app is now available in Spanish, Japanese, German, French, Italian, and Chinese.

10 JUNE 2014

BANK STATEMENT IMPORTS

Zoho Books now supports bank statement import in CAMT.053 format (European Standards for bank statements).

MAY

2014
8 MAY 2014

MULTI LINGUAL SUPPORT

The new Zoho Books supports multiple languages(ENGLISH, DEUTSCH, ESPANOL, FRANCAIS, ITALIANO, NEDERLANDS, PORTUGUES, SVENSKA, JAPANESE and CHINESE) and new users can now sign up and select the language for their Zoho Books account.

7 MAY 2014

ZOHO CRM INTEGRATION- SEARCH

Accounts/Contacts created in Zoho CRM can now be searched and instantly imported to Zoho Books while creating any transaction. This option is available only for the new Zoho CRM integration.

APR

2014
28 APR 2014

ZOHO BOOKS FOR WINDOWS 8.1

Zoho Books is now available in the windows store. With Zoho Books for Windows 8.1, Zoho now supports the entire array of Microsoft platforms, including phones, tablets as well as desktops.

23 APR 2014

TAX SUPPORT IN PURCHASE ORDERS

Now you can associate tax with the purchase order at the time of creating the order.

21 APR 2014

ESTIMATES VIEWED STATUS

Know exactly when your clients viewed the estimates. The estimates detail page will now show the time and 'viewed' status to users.

21 APR 2014

QUICK AND ADVANCED SEARCH ENABLED FOR BANKING

In banking, you can now do a quick search for uncategorized transactions and Zoho Books transactions, and an advanced search by transaction types.

16 APR 2014

FIELD MAPPING AND VIEWS IMPORT FROM ZOHO CRM

We have now enabled field mapping and importing custom fields for both contacts and accounts from Zoho CRM to Zoho Books.

14 APR 2014

ADD ADDITIONAL CONTACT PERSON

Now you can add upto 20 contacts under 'Contact person' for an organization.

4 APR 2014

EDIT CUSTOM TEMPLATES

Custom templates created in the previous version are now editable in the new UI.

2 APR 2014

SALES ORDER

Confirm the final sale to your customer by sending the Sales Order before delivering the goods or services. Convert the sales order to invoice once the items are shipped.

MAR

2014
26 MAR 2014

PRICE LIST

Create customized price list for your items and associate it to individual customers or to the Invoices, Estimates, PO or Credit Notes you create for them.
Learn more...

21 MAR 2014

50+ ADDITIONAL BANK SUPPORTED FOR BANK FEEDS

Zoho Books now supports another 50 Banks for automatic bank feeds. These banks are exclusively those that use 'Images' for their MFA.

7 MAR 2014

QUICK SEARCH

Quick search and advanced search options are now available for your items.

7 MAR 2014

CLONE BILLS

Duplicate a vendor bill instantly using the 'Clone' feature. This feature will duplicate a bill at the click of a button and all you need to do is confirm the details and click send.

FEB

2014
27 FEB 2014

PURCHASE ORDERS

Manage purchases for your business using Purchase Orders. Convert PO to Bills instantly.
Learn more...

26 FEB 2014

INVOICE VIEWED STATUS

Know exactly when your clients viewed the invoice. The invoice detail page will now show the time and 'viewed' status to users.

19 FEB 2014

RECURRING BILLS

Create recurring profile for bills that recur. Automatically generate bills at a specified frequency and pay vendors on time.

14 FEB 2014

INTEGRATION ZOHO PROJECTS

Create invoice in Zoho Books for Projects in Zoho Projects

3 FEB 2014

CLIENT PORTAL

Customers can invite clients to their portal to discuss quotes, view statements and make online payments.
Learn more...

JAN

2014
28 Jan 2014

NEW ZOHO BOOKS RE-LAUNCHED

Redesigned and Rebuilt from the ground up. Zoho Books Mobile apps and Rest API announced too.
Learn more...