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.
June 25 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.
June 21 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 2018Â
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 2018Â
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 ReportÂ
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.
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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)
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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
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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.
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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.
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SEP
2014
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.
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AUG
2014
19 AUG 2014
AUTOCHARGE FOR RECURRING INVOICES
Associate customer's credit card to recurring invoices and charge them automatically for payments.
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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.
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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.
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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...
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UK - 08000856099
Australia - 1800911076