What's New

 

• 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...