What's New  

29 May 2026

Additional Language SupportFeatured

We now support three additional languages, Korean, Polish, and Greek in Zoho Books.

27 May 2026

Bulk Update Support for Item Reporting TagsFeatured

Bulk Update for items now supports Reporting Tags, allowing you to update reporting tag in bulk across your items.

25 May 2026

Attach Annexure to PDF TemplatesFeatured

You can now attach annexure documents to your PDF templates. Supporting documents are automatically appended as additional pages at the end of the generated PDF.

25 May 2026

Associate Price List with LocationsFeatured

Price lists with the Sales Transaction Type can now be associated with Business Locations. While creating transactions, pricing is automatically applied based on a hierarchy. If a price list is associated with the customer, it takes precedence. Otherwise, the price list linked to the selected location applies automatically.

21 May 2026

Support for Alias Name in Items List viewFeatured

The Alias Name column is now available in the Items list view page.

21 May 2026

Partial ReplenishmentFeatured

We now support partial replenishment for inventory restocking tasks. If the quantity in an order created from a replenishment task is below the required quantity, a new replenishment task is automatically created with the pending quantities. This feature is only available in Zoho Inventory Add-on enabled organizations.

19 May 2026

Sync Sales Return from Shopify to Zoho BooksFeatured

You can now sync your Sales Returns from Shopify to Zoho Books.

12 May 2026

Compare Locations Within a Single HierarchyFeatured

You can now compare locations within a single hierarchy in Reports.

07 May 2026

Filter Custom Reports by Date RangeFeatured

You can now apply date range filters to Custom Reports.

05 May 2026

Units GroupsFeatured

With Unit Groups, conversions are now managed at the group level, and each group can be associated with a specific Item. This means you can create multiple conversion rates for the same base and target units by defining separate unit groups. For example, if you sell cookies in boxes of 5 and cupcakes in boxes of 8, you can now create distinct unit groups for each, even though both use pieces as the base unit and box as the target unit.

05 May 2026

Layout Rules for Custom ModulesFeatured

We have introduced layout rules for Custom Modules. You can now define conditions so that fields appear or hide, become mandatory, or get auto-filled based on the values entered.

05 May 2026

Custom Report Permissions for AdminsFeatured

Admins now have full access to Custom Reports, with permissions to edit, clone, and delete any report in the organization.

05 May 2026

Auto Batch AssignmentFeatured

Managing inventory batches manually during every outward transaction can be time-consuming and error-prone. With the Auto Batch Assignment feature, Zoho Books intelligently identifies and assigns inventory batches automatically based on a configured allocation strategy. You can choose from FIFO (oldest stock first), FEFO (earliest expiry first), or LIFO (latest stock first). This feature is only available in Zoho Inventory Add-on enabled organizations.

28 April 2026

Retain Vendor Advance While Deleting Bill PaymentsFeatured

When deleting bill payments linked to vendor advances, you can now use the Dissociate and Add as Credit option to retain the amount as a Vendor Advance and apply it to future transactions.

28 April 2026

Scan Receipts for FreeFeatured

Receipt Scans are now available for free in Zoho Books.

21 April 2026

Include Child Options in Report FiltersFeatured

Advanced Filters in Reports now support the Include Child Options setting for reporting tags, allowing all associated child options to be automatically included in the report filter.

14 April 2026

Filter Items by Warehouse in Purchase ReceivesFeatured

We have introduced a warehouse filter in the Purchase Receive creation page to help users easily filter and receive items based on the warehouse associated with each line item in a Purchase Order. This feature is only available in Zoho Inventory Add-on enabled organizations.

13 April 2026

Introducing AI Custom Field Data TypesFeatured

We’ve added AI-driven custom fields: Image to Text, Keyword Extraction, and Sentiment Analysis. These fields can extract text from images, identify keywords, and analyze sentiment (Positive, Negative, or Neutral) to help organize data and gain quick insights.

08 April 2026

Customize Accessibility PreferencesFeatured

We have introduced Accessibility Preferences in Zoho Books. You can now adjust text spacing, underline links for better visibility, add strikethrough to disabled buttons, and quickly access keyboard shortcuts for easier navigation.

08 April 2026

Customize Organization Details in Report ExportsFeatured

We have introduced support for displaying organization details in report export files. Using the Configure Report Layout option, you can now customize organization details for both standard and custom reports, and also modify these details during report export.

06 April 2026

Configure User-Level Account Segmentation in BankingFeatured

Admins can now assign specific bank accounts to individual users based on their roles, ensuring users can access and manage only the bank accounts explicitly allocated to them.

31 March 2026

Receive History by Item ReportFeatured

We have introduced the Receive History by Item Report, which provides a comprehensive overview of all purchase receives within a selected date range. This report is only available in Zoho Inventory Add-on enabled organizations.

31 March 2026

Activity Logs Tab in ProjectsFeatured

You can now view activity logs in the Projects module through a dedicated Activity Logs tab.

30 March 2026

Dimensions and Weight Support in PackagesFeatured

You can now add dimensions and weight directly while creating packages. Dimensions and weight are also supported in package templates such as Standard and Business Letter. This feature is only available in Zoho Inventory Add-on enabled organizations.

27 March 2026

Enhancement to Inventory Valuation Summary ReportFeatured

A new column has been added to the Inventory Valuation Summary Report to display the inventory valuation method for each item. You can now view, filter, and sort items based on their valuation method (such as WAC or FIFO), providing better visibility into how your inventory is valued. This feature is only available in Zoho Inventory Add-on enabled organizations.

26 March 2026

Bin Location Support in Transfer Order and Bills PDFFeatured

Bin location details are now supported in Transfer Order and Bills PDF templates. This feature is only available in Zoho Inventory Add-on enabled organizations.

25 March 2026

Cost Price for Negative Inventory AdjustmentsFeatured

You can now view the cost price for negative inventory adjustments directly in the Inventory Adjustment details page.

23 March 2026

Attach Documents in Move Orders and PutawaysFeatured

You can now attach up to 10 documents to move orders and putaways. This feature is only available in Zoho Inventory Add-on enabled organizations.

19 March 2026

WhatsApp Notifications in Custom ModulesFeatured

WhatsApp notifications are now supported in Custom Modules.

18 March 2026

Profit Margin for Sales TransactionsFeatured

We've introduced Profit Margin for sales transactions, providing real-time visibility into estimated gross profit while creating or editing transactions. The margin is calculated using the selling price, discounts, and the item's or service's cost, helping you make better pricing decisions and avoid low or negative margins.

16 March 2026

Text Block for Financial ReportsFeatured

We have introduced Text Block in financial Reports, a customizable text section to include contextual notes and structured data with visual formatting in your reports.

12 March 2026

Generate Barcodes in the Invoice Details PageFeatured

You can now generate barcodes for items directly within invoices. This feature is only available in Zoho Inventory Add-on enabled organizations.

11 March 2026

Zero Cost Price in Quantity AdjustmentsFeatured

You can now set zero as the cost price in Quantity Adjustments.

09 March 2026

Shipment Sync in Sales Channel IntegrationsFeatured

We’ve updated the shipment synchronization process. Each fulfillment from the sales channel is now created as a separate package and shipment, enabling accurate tracking of both partial and complete fulfillments along with carrier and tracking details. This feature is only available in Zoho Inventory Add-on enabled organizations.

06 March 2026

Quick Assembly for Composite ItemsFeatured

We’ve introduced the Quick Assembly option for raw material composite items that are used as components of other composite items. If a required component is out of stock while assembling a parent item, you can now instantly assemble it from the same page. This feature is only available in Zoho Inventory Add-on enabled organizations.

06 March 2026

Edit Raw Material Quantities in AssembliesFeatured

You can now edit the total quantity of raw materials directly in the Assemblies module.

05 March 2026

Insights in ReportsFeatured

We’re are introducing Insights in chart view reports. You can use Insights to understand trends and patterns directly within your reports. Powered by Zia Insights, this feature generates data-driven summaries to help you interpret report data more effectively.

05 March 2026

Apply Credits Across LocationsFeatured

Customer and Vendor credits can now be applied across multiple Locations.

04 March 2026

Record Deposits from Undeposited FundsFeatured

We’ve enhanced the way you record deposits from the Undeposited Funds account. You can now select individual payments in Undeposited Funds and record a deposit directly to your bank account.

04 March 2026

MPN Column in Items ListFeatured

MPN (Manufacturer Part Number) is now available as a column in the list view of the Items module.

03 March 2026

Date Range Filter for Custom ReportsFeatured

Date range filter is now supported in custom reports.

02 March 2026

Associate Retainer Invoices to Final InvoicesFeatured

You can now associate retainer invoices to their corresponding final invoices, ensuring compliance with SAT requirements.

25 February 2026

Introducing Advanced Reporting TagsFeatured

Advanced Reporting Tags in Zoho Books allow you to filter and track transactions with precision by creating tags and options that can be applied at both the transaction and line item level. You can organize options in a parent-child hierarchy, control their visibility by mapping them with other tags or locations, and restrict user access to transactions based on associated tags and locations.

19 February 2026

Enhancement to Balance Sheet Summary ReportFeatured

The Balance Sheet drill-down view has been enhanced to show contact-wise balances for individual Accounts Receivable and Accounts Payable ledgers instead of a combined summary.

19 February 2026

Associate Projects with Inventory TransactionsFeatured

You can now associate projects with Assemblies, Inventory Adjustments, and Transfer Orders. Projects can be linked at the entity level for Assemblies and at the line-item level for Inventory Adjustments and Transfer Orders. This feature is only available in Zoho Inventory Add-on enabled organizations.

19 February 2026

Mark Projects as CompletedFeatured

You can now mark projects as Completed, making it easier to differentiate completed projects from active ones that are currently in progress.

18 February 2026

Default Preferred Bin for ItemsFeatured

You can now configure a default preferred bin for each Item. If no bin is specified during a transaction, the system will automatically populate the configured default bin for the respective location and item combination. This feature is only available in Zoho Inventory Add-on enabled organizations.

17 February 2026

Manage Field-Level AccessFeatured

You can now configure field-level access for certain system fields to control how fields are accessed by different roles by setting permissions such as Read & Write, Read Only, or Hide, ensuring appropriate visibility and edit rights.

10 February 2026

Filter Items with Non-Zero Stock in ReportsFeatured

You can now use the Not Equal to Zero option in the Stock Availability filter to quickly identify items that have available stock. This filter is supported in the Inventory Summary, Inventory Valuation Summary, Location Details, and Warehouse Details reports. This feature is only available in Zoho Inventory Add-on enabled organizations.

10 February 2026

Create Packages and Shipments Separately for Marketplace OrdersFeatured

We have introduced an option which allows you to create packages and shipments separately for marketplace orders, in addition to sales orders. This enhancement provides more flexibility in managing order fulfillment for sales channels like Shopify and WooCommerce. This feature is only available in Zoho Inventory Add-on enabled organizations.

04 February 2026

Display Total Amount in Words in Zoho-supported languagesFeatured

You can now display the Total Amount in Words in any Zoho-supported language across all templates.

03 February 2026

Barcode Generation with Price List Based Pricing DisplayFeatured

You can now generate barcode labels with prices based on a selected Price List instead of the default item price. his feature is only available in Zoho Inventory Add-on enabled organizations. This feature is only available in Zoho Inventory Add-on enabled organizations.

02 February 2026

Inventory Turnover Reports by Amount and QuantityFeatured

We’ve introduced Inventory Turnover Reports to help you evaluate how efficiently your inventory is sold and replenished over a specific period. The Inventory Turnover by Amount report, calculates the turnover ratio using COGS ÷ Average Inventory Value, while the Inventory Turnover by Quantity report, calculates the ratio using Total Quantity Sold ÷ Average Inventory Quantity. This feature is only available in Zoho Inventory Add-on enabled organizations.

28 January 2026

Move Order StatusesFeatured

We’ve introduced statuses in Move Orders. The updated workflow now follows Draft → Confirmed → In Progress → Completed, giving you clearer visibility and control at each stage of the movement process. Additionally, you can now assign a user to a Move Order. This feature is only available in Zoho Inventory Add-on enabled organizations.

30 January 2026

Support for Moneda Nacional Format in Transaction PDFsFeatured

The Total field in transaction PDFs is now displayed in the official moneda nacional format.

30 January 2026

Custom Account Selection for Tracking Transfer TaxesFeatured

You can now select which accounts to use for tracking incoming and outgoing transfer taxes from your chart of accounts. Simply choose accounts of the Input Tax and Output Tax types to record these taxes.

31 December 2025

Support for Out of ScopeFeatured

We’ve introduced support for Out of Scope as a non-taxable reason for taxable transactions. This enhancement allows you to mark line items as Not subject to tax, ensuring that no VAT is calculated for transactions that do not constitute a taxable event under SAT regulations.

31 December 2025

Audit Trail for Item PreferencesFeatured

We now support the Audit Trail feature for Item Preferences. You can view the exact changes made to Item Preference settings and compare different versions to track updates accurately.

30 December 2025

Cash on Delivery Support for Shiprocket ShipmentsFeatured

You can now create Cash on Delivery (COD) shipments using the Shiprocket carrier. A new COD checkbox is available on the shipment creation page. When selected, a COD amount field will appear, allowing you to enter the COD value, which will be treated as the order value in Shiprocket. This feature is only available in Zoho Inventory Add-on enabled organizations.

30 December 2025

Dialing Code Dropdown for Mobile and Phone NumbersFeatured

We’ve introduced a dialing code dropdown for the mobile and phone number fields for contact persons, customers, and vendors. For existing mobile numbers, the dialing code will be automatically extracted from the value before the first hyphen. If the extracted value does not match a valid dialing code, the number will not be separated, and the full number will remain in the mobile field with a warning message displayed.

29 December 2025

Cancel Stamped PaymentsFeatured

You can now cancel stamped Payment Complements directly from within Zoho Books, eliminating the need to process cancellations through the SAT portal. A new Request Cancellation option is available for stamped payments, allowing you to submit a cancellation request to SAT after selecting a reason. Once submitted, the e-invoice status is updated accordingly, and you can sync the status to confirm whether SAT has approved the cancellation.

29 December 2025

Confirmed Status in the Assembly ModuleFeatured

We’ve introduced a new Confirmed status in the Assemblies module, an intermediate stage between Draft and Assembled that commits the required component quantities before final assembly. This feature is only available in Zoho Inventory Add-on enabled organizations.

19 December 2025

Outstanding Filter Support for Vendor StatementsFeatured

You can now use the Outstanding filter in Vendor Statements. This enhancement allows you to easily switch between viewing all transactions within a selected date range or only those with an unpaid or unused balance.

19 December 2025

Monthly Interval Support for Aging ReportsFeatured

You can now view Aging Reports in monthly intervals, in addition to days and weeks. Monthly interval support is available for AR Aging Summary, AR Aging Details, AP Aging Summary, and AP Aging Details reports.

12 December 2025

Add Text Blocks to Financial ReportsFeatured

You can now use the Text Block feature to add contextual notes, explanations, and structured data tables directly within your financial reports like Profit and Loss, Balance Sheet and Trial Balance reports.

11 December 2025

Integrate with SyncfyFeatured

You can now securely connect to a wide range of local Mexican banks that are not supported by other providers by integrating with Syncfy. This integration enables secure access to user-authorized bank accounts and transactions.

11 December 2025

Post Period End Journals and Generate 13th Month Trial BalanceFeatured

You can now record year-end adjustments using Period End Journals, without impacting your regular 12-month financial reports. This feature allows businesses to post accruals and other closing adjustments after the fiscal year ends and generate a dedicated 13th Month Trial Balance that includes these entries. All 13th month transactions are automatically carried forward as opening balances for the next fiscal year.

10 December 2025

View Activity History for ReportsFeatured

You can now view the activity history for reports, capturing actions such as print, export, share, all schedule-related activities, and create and edit history (applicable only to custom reports).

04 December 2025

Import Applied Excess Vendor Payments to Bills Featured

You can now import applied excess vendor payments directly to bills. When multiple excess payments are available for different vendors, manually applying them to individual bills can be time-consuming.

04 December 2025

Multi-Level & Custom Approval for Purchase ReceiveFeatured

We are introducing Multi-Level Approval for Purchase Receives. You can now configure multiple approvers in the approval flow. Custom Approval allows you to create approval workflows based on specific criteria, set priority when multiple rules apply, and even configure Auto-Approve or Auto-Reject actions. This feature is only available in Zoho Inventory Add-on enabled organisations.

04 December 2025

Custom Fields Support for the Timesheet Module Featured

You can now create custom fields for the Timesheet module.

01 December

Enhancements to Bill Details reportFeatured

We have provided user state remembrance and custom report support for Bill Details report.

24 November 2025

Upload Profile Photos for Contact PersonsFeatured

You can now upload, update, or delete profile photos for contact persons associated with customers and vendors. Images can be uploaded in JPG, JPEG, PNG, GIF, or BMP formats, with a maximum file size of 2 MB.

11 November 2025

Approvals for Manual JournalsFeatured

We’re introducing an approval workflow for Manual Journals. As part of this enhancement, statuses such as Pending Approval, Approved, and Rejected have been introduced to help you easily track the approval lifecycle. Both Default and Multi-level approvals are supported.

11 November 2025

Custom Status Support for Custom FunctionsFeatured

Custom functions now support a map-type return, in addition to the existing void return. This allows you to return custom status from your functions and display meaningful statuses in execution logs.

11 November 2025

SMS and Multi-Email Template Support for Sales ReceiptsFeatured

You can now enable SMS notifications from Settings and send Sales Receipt details directly to customers via SMS. Additionally, you can create and use multiple email templates for Sales Receipts.

10 November 2025

Retail Templates for Sales OrdersFeatured

We’ve introduced two new retail templates, Retail – Standard and Retail – Premium, for Sales Orders.

07 November 2025

Apply Credits to InvoicesFeatured

You can now apply available credits directly to invoices using Apply Credits to Invoices from the Credit Notes module. This automatically applies credits from credit notes to outstanding invoices.

06 November 2025

Attach Payment Receipts Automatically to Thank-You EmailsFeatured

You can now automatically attach the payment receipt PDF to the Payment Thank-You email. When enabled, a copy of the payment receipt is sent to your customer immediately after a successful online payment.

30 October 2025

Transaction Locking RestrictionsFeatured

We've added new restrictions to Transaction Locking. You cannot lock a period that contains transactions with negative stock or where related purchase transactions are dated after the lock period.

30 October 2025

Export Current View in Timesheets ModuleFeatured

You can now export the current view in the Timesheets module. This allows you to export only the records displayed on your screen, including any filters, sorting, or column rearrangements you've made.

27 October 2025

Sales Receipt Support in the Customer PortalFeatured

We've added support for the Sales Receipt module in the Customer Portal. Your customers can now view both the List and Details pages of sales receipts in their portal. They can also forward, download, view attachments, print, and bulk download PDFs. To enable this, go to Settings > Module Settings > Customer Portal > General, check the option Display Sales Receipts in the portal > click Save.

23 October 2025

Enhancements to Putaway and Move OrdersFeatured

Comments & History is now supported in Putaway, and you can also create custom views for both Move Orders and Putaway. Additionally, you can filter transactions by Move Orders and Putaway on the item's Details page under the Transactions tab. This feature is only available in Zoho Inventory Add-on enabled organizations.

23 October 2025

Validation Rules for Manual JournalsFeatured

You can now configure validation rules for the Manual Journals module. This helps you create new rules that set restrictions for the data being recorded.

22 October 2025

File Name Customization for Custom ModulesFeatured

You can now customize PDF file names in custom modules using supported placeholders, along with optional prefixes or suffixes.

22 October 2025

Bulk-Update for Vendor CreditsFeatured

We've introduced support for bulk-update for Vendor Credits. You can now select up to 25 vendor credits from the List view and update fields such as Branch, Order Number, Date, and Notes in a single action.

15 October 2025

Translate Email Notification TemplatesFeatured

We've introduced Email Notification Template Translations. Set preferred Communication Languages under your Organization Profile, and assign one to each customer while creating them. When emails are sent, the content automatically appears in the customer's language, and you can switch between translations as needed.

09 October 2025

Introducing Simple Approval for Purchase ReceivesFeatured

We've introduced Simple Approval for Purchase Receives. Users with approval permissions can submit, approve, reject, or update the status of a Purchase Receive from both the creation and Details pages. This feature is only available in Zoho Inventory Add-on enabled organizations.

08 October 2025

Enhancements to Custom Buttons and Related ListsFeatured

We now support custom buttons and related lists for Transfer Orders, Purchase Receives, and Sales Returns. This feature is only available in Zoho Inventory Add-on enabled organizations.

25 September 2025

Pay More Bills With a Single CheckFeatured

You can now pay up to 250 bills per check using the Pay via Check option, which was previously limited to 10 bills.

24 September 2025

View Bin Stock DetailsFeatured

You can now view bin stock details directly on an item's details page. This feature is only available in Zoho Inventory Add-on enabled organizations.

20 September 2025

Zoho Books Updates for Apple DevicesFeatured

At WWDC 2025, Apple unveiled iOS 26, iPadOS 26, macOS 26, and watchOS 26. We've integrated these features into Zoho Books to make your bookkeeping experience faster, smarter, and more intuitive.

19 September 2025

Image Data Type Support for Custom FieldsFeatured

We now support the Image data type for custom fields, allowing you to upload and display images on the transaction details page.

18 September 2025

Clone Custom ReportsFeatured

You can now clone your custom reports directly from the custom report list page.

18 September 2025

Enhancement to Bulk Update in Items Featured

The bulk update feature for items has been enhanced to support additional fields. Along with the existing ones, you can now update Brand, Manufacturer, Custom Fields, MRP, Sales Description, Purchase Price, Purchase Account, Purchase Description, Inventory Account, Inventory Valuation Method, HSN/SAC, Returnable, and Bin Tracking in bulk. This feature is only available in Zoho Inventory Add-on enabled organizations.

17 September 2025

Bulk Add and Autofill Serial NumbersFeatured

You can now use the Add in Bulk and Autofill Serial Numbers options to quickly select and print serial numbers in the details page of items and composite items. This feature is only available in Zoho Inventory Add-on enabled organizations.

11 September 2025

Cancel or Correct InvoicesFeatured

You can now cancel invoices with inaccuracies, which automatically generates a cancellation invoice in the Credit Notes module. You can then create a correction invoice for the cancelled invoice, generating a new invoice with the corrected details. This feature is available only for the organizations that have their Organization Location set to France.

10 September 2025

Stock Preference For ReplenishmentFeatured

You can now configure stock replenishment to include Available for Sale, Yet to Receive, and In Transit stock when generating replenishment tasks. To enable this option, go to Settings > General > Items > Check the option Include Yet to Receive and In Transit stock along with available for sale to generate replenishment tasks. This feature is only available in Zoho Inventory Add-on enabled organizations.

05 September 2025

Customize PDF NamesFeatured

You can now customize the names for PDFs in Invoices and Quotes using supported placeholders with optional prefixes or suffixes. The supported placeholders for customizing PDFs' names are Invoice Number, Sales Person, Due Date, Customer Name, Organization Name, and Invoice Date. To do this, go to Settings > Customization > PDF Templates > Invoice/Quotes > Configure Export File Name.

05 September 2025

Bulk Update Accounts for Sales ReceiptsFeatured

You now have the option to bulk update accounts for sales receipts in the Accountant module.

04 September 2025

Enhancements to Custom ModulesFeatured

You now have the option to attach files to custom modules, with a limit of up to 10 files (5 MB each). You can also create lookup custom fields for Locations in both custom fields and custom modules. Additionally, you can access custom modules in the customer and vendor portal.

04 September 2025

Customize Columns in TimesheetsFeatured

You can customize columns and create custom views in the Timesheet module.

04 September 2025

Enhancements to WebFormsFeatured

Users of an organization can now report spam, and admins can block or unblock the reported webforms. Additionally, you can add WebForm placeholders to email and PDF templates, which are automatically replaced with the WebForm link when sent or shared.

03 September 2025

Increase API LimitsFeatured

The API limit is determined by the plan you've subscribed to. Admins can now temporarily increase API limits directly from the API Dashboard. To do this, go to Settings > Developer Data > API Usage > Click the Purchase API Add-On dropdown and select Increase API Limit Temporarily. Then, in the pop-up, click Increase Limit.

03 September 2025

Multiple Record Locking Configuration for Sales Orders and ItemsFeatured

We now support the multiple record locking configuration for sales orders and items. Once locked, only users with roles that have sufficient permission will be able to update records.

21 August 2025

WhatsApp Notifications Support for Purchase OrdersFeatured

We now support WhatsApp notifications for purchase orders. You can customize WhatsApp templates to send purchase orders to your vendors and start using them once the templates are approved.

20 August 2025

More Customizations for Packages, Shipments, and PicklistsFeatured

You can now add custom buttons, custom links, and related lists to Packages, Shipments, and Picklists. For Packages and Shipments, you can also create custom fields with Lookup and Attachment data types, custom PDF templates, and custom views for Shipments. This feature is available only in Zoho Inventory Add-on enabled organizations.

20 August 2025

Introducing the Picklist Summary Report and Picklist Details ReportFeatured

We have introduced the Picklist Summary Report and Picklist Details Report to provide clear insights into picklist data. The Summary Report gives a comprehensive overview of all picklists within a selected date range, while the Details Report offers item-level information. Both reports support customizable Show/Hide Columns, advanced filtering, multi-level grouping, export options, and scheduling for easier analysis and reporting. This report is available only in Zoho Inventory Add-on enabled organizations.

18 August 2025

Introducing the Inventory Adjustment Summary and Inventory Adjustment Details ReportsFeatured

We have introduced the Inventory Adjustment Summary Report and Inventory Adjustment Details Report to provide better insights into inventory adjustments. Both reports support customizable columns, advanced filters, multi-level grouping, custom reports, and scheduling.

12 August 2025

E-Way Bill Support for Delhivery CarrierFeatured

Zoho Books now lets you enter the e-Way Bill Number when creating shipments with the Delhivery carrier. This feature is only available in Zoho Inventory Add-on enabled organizations.

12 August 2025

Skip Carrier Email Notifications for Shipments Featured

You now have the option to choose whether shipping carriers send email notifications to your customers. By enabling the Skip Email From Carrier option on the shipment creation page, your preference will be saved and automatically applied to all future shipments. This feature is only available in Zoho Inventory Add-on enabled organizations.

11 August 2025

Apply Journal Credits to Invoices and Bills in Other LocationsFeatured

You can now apply a customer's journal credits to their invoices and bills across different locations in your organization.

06 August 2025

Introducing PayNow Payment MethodFeatured

We now support PayNow as a payment method using the Stripe integration. PayNow is a Singapore-based payment method that lets your customers pay in SGD by scanning a QR code via supported banks or non-bank financial institutions.

04 August 2025

Set Up Workflow Automation for Packages and ShipmentsFeatured

We now support workflow automation for packages and shipments. You can define execution criteria and configure workflow actions such as email alerts, custom functions, in-app notifications, webhooks, and field updates. This feature is only available in Zoho Inventory Add-on enabled organizations.

01 August 2025

Support for Dimensions and Weight Columns in Items List View PageFeatured

We now support Dimensions and Weight columns in the Items List View page. Click the Customize Columns icon and select these columns to be displayed on the list view page.

31 July 2025

Customize Columns in Purchase ReceivesFeatured

We've added support for column customization on the Purchase Receives list page. This feature is only available in Zoho Inventory Add-on enabled organizations.

30 July 2025

Shipment Details ReportFeatured

We've introduced the Shipment Details report, which provides a detailed overview of all your shipments made within a specific time period. This feature is only available in Zoho Inventory Add-on enabled organizations.

29 July 2025

Introducing ReplenishmentsFeatured

Replenishments help restock low-stock items based on parameters like Reorder Level, Maximum Stock Level, and Order Type. They ensure accurate restocking for each item helping avoid both stockouts and overstocking. To enable Replenishments, go to Settings > Items > General > slide the Enable toggle next to Replenishments. This feature is only available in Zoho Inventory Add-on enabled organizations.

29 July 2025

Advanced Inventory Tracking With Unit ConversionFeatured

We now support unit conversion for batch and bin-tracked items. You can now buy, sell, or move inventory in your preferred units of measurement, even when advanced tracking (batch/bin tracking) is enabled. This feature is only available in Zoho Inventory Add-on enabled organizations.

10 July 2025

Scan Items in InvoicesFeatured

You can now scan and add items directly to line items. If the same item is scanned multiple times, the quantity in the existing line item will automatically increase. For items with advanced tracking (Serial or Batch tracking) enabled, both the item and its tracking details can be captured in a single scan. This feature is only available in Zoho Inventory Add-on enabled organizations.

03 July 2025

Introducing Widgets Pane in Zoho BooksFeatured

We're excited to launch the Widgets Pane. Located on the right sidebar (RHS), this pane provides quick access to Announcements, Webinars, Page Tips, Extensions, Contextual Tasks and Chat, WhatsApp, and Zoho Notebook.

03 July 2025

Enhancement to Export Composite ItemsFeatured

With this enhancement, the export of composite items with more than 25,000 records will be processed as a scheduled task. Once completed, you will receive a summary email with a download link. This feature is only available in Zoho Inventory Add-on enabled organizations.

27 June 2025

Manual Entry of Payment Numbers During Vendor Payment ImportFeatured

The vendor payment import feature now supports both auto-generated and manually entered payment numbers. If the Auto-Generate Payment Number checkbox is selected during import, an auto-generated number will be applied. If it's left unchecked, you can manually enter a payment number.

25 June 2025

Introducing the Transfer Order Summary and Transfer Order Details ReportsFeatured

We've added two new reports to help you track transfer orders more efficiently. The Transfer Order Summary report gives an overview of all transfer orders within a selected date range, while the Transfer Order Details report provides item-level details for those orders. These reports are only available in Zoho Inventory Add-on enabled organizations.

24 June 2025

Share Payment Links via WhatsAppFeatured

You can now directly send payment links via WhatsApp, providing a faster and more convenient way to request payments from customers.

24 June 2025

Enhancements To Record LockingFeatured

We've enhanced record locking and added a dedicated tab for it under Settings. You can now specify which actions and field updates are allowed or restricted after records are locked, and define who can perform these actions. Note: This feature is supported only for Invoices, Credit Notes, and Custom Modules.

23 June 2025

Introducing a New Flow To Track Discounts on Bills Under Inventory AssetFeatured

We're introducing a new flow for how discounts are managed at the line-item level in bills. Once you switch to the new flow, any discount applied to line items in a bill will be tracked under the stock account by default. The actual cost will be reflected in both the journal entry for the transaction and the Inventory Valuation Summary report, giving you a more accurate view of your inventory value.

23 June 2025

Set 'Applied on Date' for Customer Payments and Credit NotesFeatured

You can now set 'Applied on Date' when applying Customer Advances, Excess Customer Payments, and Credit Notes to Invoices. This allows users to record the credits applied on these transactions on a future date instead of the original posting dates.

19 June 2025

Sort and Limit Data Points in Report PanelsFeatured

You can now sort and define the maximum number of data points to be displayed on the report panel. Sorting can be applied to X-axis and Y-axis data points. These options are available while creating or editing report panels in custom dashboards. Note: This feature is available only for customers on the Ultimate plan of Zoho Books.

17 June 2025

Introducing Sales Summary ReportFeatured

We have introduced the Sales Summary report, which provides a clear overview of your daily sales activity. The report displays the number of invoices and sales receipts created each day, along with credit notes and outstanding balances, if applicable.

17 June 2025

View Sync History for Bigin IntegrationFeatured

We have added support for viewing sync history in the Bigin integration, making it easier for you to troubleshoot sync issues.

13 June 2025

Introducing Plan Based Trials in Zoho BooksFeatured

We have introduced plan based trials, which allow you to explore five trial plans: Standard, Professional, Premium, Elite, and Ultimate. By default, the Premium trial plan is assigned when you create an organization. Explore our trial plans by clicking the organization's logo at the top right of the screen > select Change Trial Plan > Choose Plan > click Save.

11 June 2025

Set Preferred Bin for Picklist CreationFeatured

We've introduced the Preferred Bin feature in the Picklist module. Admins can now select a specific bin for each bin-tracked item during picklist creation. This feature is only available in Zoho Inventory Add-on enabled organizations.

10 June 2025

WhatsApp Notification Support for Packages and ShipmentsFeatured

You can now configure WhatsApp templates to send package, shipment, and delivery details to your customers via WhatsApp. You can also check the message status from the Comments & History section. This feature is only available in Zoho Inventory Add-on enabled organizations.

10 June 2025

Barcode Scanning in PicklistFeatured

Barcode scanning is now supported in Picklist. You can scan items instead of entering them manually. This feature is only available in Zoho Inventory Add-on enabled organizations.

04 June 2025

Configure Workflow Rules Based on Organization or Customer Time ZoneFeatured

You can now configure workflow rules to execute based on either the organization's or the customer's time zone. For example, if your company is based in New York and has customers worldwide, you can choose to send reminders based on the customer's local time zone. Note: This feature is currently supported only for the Invoices and Sales Orders modules.

03 June 2025

Mark PDF Templates as Active/InactiveFeatured

You can now mark a PDF template as inactive instead of deleting it. Inactive templates cannot be associated with any modules. If you want to use the same template later, you can mark it as active.

29 May 2025

Introducing Change Comparators in Workflow RulesFeatured

We're introducing new comparators in workflow rules that you can add to your criteria. The new options include 'changes', which triggers when any value changes; 'changes from', which triggers when a value changes from a specific value; and 'changes to', which triggers when a value changes to a specific value. Note: This feature is applicable only to custom modules. Multi-select and Text Box (Multi-line) fields are not supported.

21 May 2025

Dynamic Lookup FieldsFeatured

You can filter the records to be displayed in a lookup custom field. Only the records that match the criteria you provided when you created the custom field will be displayed.

21 May 2025

Support for Local TaxesFeatured

You can now create local taxes in your Zoho Books organization. These are taxes managed by State or Municipal authorities, not directly by the Servicio de Administración Tributaria (SAT), Mexico's federal tax authority. To create local taxes, go to Settings > Taxes & Compliance > Taxes > Tax Rate. Click + New Tax, enter the Tax Name and Rate, select the Tax Type as Local Tax, and then click Save.

14 May 2025

Support for 'Credits Applied On' DateFeatured

You can now apply vendor advances, excess payments, and vendor credits to bills using a future date. This option is available on the Payments Made and Vendor Credit pages. When you enable the 'Credits Applied On' toggle, the date will be set to the more recent of the bill date and the vendor credit or payment date.

08 May 2025

Option to Show Only Group Totals in ReportsFeatured

When transactions are grouped in reports, you now have the option to display only the total value for each group, hiding the individual transactions. This option is available only in the Receivables Summary, Receivables Details, Payables Summary, and Payables Details reports.

06 May 2025

Upload Images From Your Desktop To Email TemplatesFeatured

You can now upload image files from your desktop to your email templates. To upload, navigate to Settings > Reminders & Notifications > Email Notifications. Select a template, hover over the template, click the dropdown icon, and select Edit. Then, click the Upload icon and select Upload in the Add Image pop-up that appears.

02 May 2025

Support for Filipino and Bahasa Melayu LanguagesFeatured

We've introduced language support for Filipino and Bahasa Melayu in Zoho Books. You can now use the application in either of these languages.

24 April 2025

Introducing Kit ItemsFeatured

A kit item is a composite item that groups multiple individual items and sells them as a single unit. You can also set custom pricing for kits, making it easier to create compelling offers for your customers. This feature is only available in inventory add-on enabled organizations.

24 April 2025

Introducing the Assemblies ModuleFeatured

We're introducing the Assemblies module, which replaces the former Bundles feature. Assemblies is the process of combining various components, such as inventory items and services, to produce one item. This feature is particularly useful for businesses that manufacture or build products using multiple parts. This feature is only available in inventory add-on enabled organizations.

23 April 2025

Filter and Add Reporting Tags as ColumnsFeatured

You can now add reporting tags as columns in the list view of the Customers, Vendors, and Items modules by customizing the columns. Additionally, you can filter transactions using reporting tags by creating custom views with reporting tags as filter criteria.

17 April 2025

Enhancements to PicklistsFeatured

We've now added support for mentioning users in picklist comments. When a user is mentioned, they will receive a notification. Clicking the notification will redirect them to the respective picklist.

17 April 2025

Custom Fields Support for Recurring JournalsFeatured

We've added support for custom fields in Recurring Journals. The custom fields you create for Manual Journals will now be available in Recurring Journals as well.

11 April 2025

Allocate Landed Cost to Multiple BillsFeatured

You can now allocate landed costs across multiple bills at once using the Allocate Landed Cost to Multiple Bills option in the More Actions dropdown on the Bill Details page. You can select a landed cost item and choose from multiple allocation methods: Quantity, Value, Dimensions, or Weight to distribute the cost as required.

09 April 2025

New Retainer Draw Status ColumnFeatured

We're introducing a new Retainer Draw Status column to track retainer payment withdrawals. It includes the statuses: Awaiting Payment, Ready to Draw, Partially Drawn, and Drawn. You can use these statuses to filter retainer invoices, perform advanced searches, create custom views, workflows, and filter reports.

07 April 2025

Filter and View Sales Orders That Are Not ShippedFeatured

You can now filter sales orders that are not shipped by creating a custom view. Go to Sales > Sales Orders > click the drop-down next to All Sales Orders > + New Custom View. In the Define the criteria (if any) section, select "Status" in the first dropdown, "is" in the second dropdown, and "Not Shipped" in the third dropdown > click Save.

07 April 2025

Support for Custom Fields at the Line-Item Level in Purchase ReceivesFeatured

You can now add custom fields at the line-item level in Purchase Receives. Go to Settings > Items > Field Customization > create a new custom field or edit an existing one > click Yes next to the "Show when creating transactions" option > select Purchase Receive in the Include in Modules field > click Save.

03 April 2025

Module Level ApprovalFeatured

You can now configure approvals individually for each module, set the approval type, and assign specific approvers. To configure: go to Settings > Sales/Purchases > select a module > click the Approvals tab > select an Approval Type > configure the necessary details > click Save.

01 April 2025

New Currency Support: Caribbean Guilder (XCG)Featured

We're introducing support for the Caribbean Guilder (XCG). This new currency, which replaces the Netherlands Antillean Guilder (ANG), is fixed to the value of the U.S. dollar at a specific exchange rate and will soon become the official currency of Curaçao and Sint Maarten. Existing users can add XCG as a currency, while new users will have the option to set it as their base currency.

21 March 2025

Add Dropshipping Address to Sales OrdersFeatured

You can now add a Dropshipping Address to sales orders. This address will be displayed as the customer's Shipping Address for that specific transaction. Note that the dropshipping address is used exclusively for this transaction and will not be saved as an additional address for the customer.

20 March 2025

Custom Notifications for API LimitsFeatured

We've added custom notifications for API limits. You can set up to three custom threshold values, triggering alerts when usage reaches those levels. The notifications are sent via email to specific users or roles. Additionally, you have the option to send a sample notification for testing.

20 March 2025

Display Type for Lookup Custom FieldsFeatured

We now support different display types for lookup custom fields. You can choose between a Pop-Up view or a Dropdown view. This feature is currently available for specific lookup modules, including Items, Vendors, Purchase Orders, Customers, Projects, Users, and Accounts.

20 March 2025

Customize and View Stock Status for Items in a TransactionFeatured

When creating a transaction, you can now view the quantity of both Stock on Hand and Available for Sale for each item. The displayed quantity depends on the View option you select.

19 March 2025

Configure Webhook Retry PolicyFeatured

You can configure a retry policy for webhooks, specifying rules on how failed delivery attempts should be managed. To do this, go to Settings > Automation > Workflow Logs > Webhooks > Configure Failure Preferences.

12 March 2025

View Sales Orders and Packages Associated with a PicklistFeatured

You can now easily navigate to associated sales orders and packages directly from the picklist's details page. Note: This feature is only available in inventory add-on enabled organizations.

06 March 2025

Customize Page Number Format for PDF TemplatesFeatured

You can now choose from various page number formats in your PDF templates. You can also define a custom format and select where the page number appears on the PDF. To customize the page number format and position, go to Settings > PDF Templates. Select a template, hover over it, and click Edit. Navigate to Header and Footer > Footer. Select a Page Number Format and Page Number Position.

05 March 2025

Enhancement to Product Sales ReportFeatured

Zoho Books now supports the Cost Per Unit column in the FIFO Cost Lot Tracking Report. You can now customize an existing report to include this additional column.

05 March 2025

Serial Number GenerationFeatured

Zoho Books now supports serial number generation for purchase orders and bills in inventory add-on enabled organizations. To do this, select an item in the item table > click Add Serial Numbers > Generate Serial Numbers, enter the starting value and count > click Generate. The serial numbers will be generated for the items, and you can click Save to apply them to the items.

04 March 2025

Add Item Description and Unit Price to the UPS Paperless InvoiceFeatured

You can now add Item Description and Unit Price to the line-items of a UPS paperless invoice. Note: This feature is only available in inventory add-on enabled and UPS shipment integrated organizations.

26 February 2025

Product Sales Report EnhancementFeatured

We now support the Total Cost and Profit columns in the Product Sales Report. You can customize an existing report to include these additional columns.

25 February 2025

Create Workflow Rules for Manual JournalsFeatured

You can now create workflow rules for manual journals and trigger workflow actions such as email alerts, in-app notifications, field updates, webhooks, and custom functions.

24 February 2025

Pin Columns in Module's List PageFeatured

You can now pin up to two columns to the left of a module's list page if you have more than 8 columns being displayed. The pinned columns stay fixed while scrolling horizontally, making it easier to compare values with other columns. To pin columns, go to any module, click the Customize Columns icon, hover over the fields, click the pin icon and then click Save.

18 February 2025

Multi-Factor Authentication (MFA) for Customer and Vendor PortalsFeatured

We’re enhancing security with Multi-Factor Authentication (MFA) for both Customer and Vendor portals. MFA adds an extra layer of protection by requiring a Time-Based One-Time Password (TOTP) in addition to the login credentials.

22 January 2025

View Customer/Vendor Balance Summary Reports with Last Used Configurations and FiltersFeatured

You can now access your Customer/Vendor Balance Summary reports with the previously used configuration and filters, and create custom reports.

20 January 2025

Handle Duplicate Items Using SKU in Zoho Books - Zoho CRM IntegrationFeatured

You can now use product SKU as the field based on which duplicate items will be identified while integrating Zoho Books organization with Zoho CRM.

10 January 2025

Use Field Comparison as Criteria in Workflow RulesFeatured

When creating workflow rules, you can now use the comparison of two fields as criteria. For example, you can set a rule that triggers a workflow when the Discount Amount exceeds the Tax Amount.

10 January 2025

Background Execution During Custom Button CreationFeatured

While creating a custom button, if the execution takes longer than 10 seconds, you can choose to either wait for it to finish or move it to the background. For tasks that run over 5 minutes, the system will automatically switch them to the background unless you opt to do so manually. Once the process is completed, you'll be notified through the in-app notification.

08 January 2025

Send Emails with Custom SMTP ServersFeatured

With Email Relay, you can use your own SMTP (Simple Mail Transfer Protocol) servers to send emails and avoid spam filters. You can add multiple SMTP servers, assign them to specific emails or domains, and set a daily sending limit. Once the limit is reached, emails will be sent through our ZeptoMail server.

07 January 2025

Create Workflow Rules with Sub-ModulesFeatured

Zoho Books now allows you to create workflow rules for sub-modules within the Invoice module. For example, within the Invoice module, you can execute workflows with Bill of Supply, Debit Note, and Late Fee as sub-modules.

06 January 2025

Filter Lookup Custom Fields by Setting Criteria and Using Custom ViewsFeatured

You can now filter your lookup custom fields by using custom views and setting criteria. Records will be filtered based on both the Custom View and Criteria, ensuring that all conditions are met.

03 January 2025

Leave Organization OptionFeatured

We've introduced the option to leave an organization from the Manage Organizations page. However, if you're the admin who created the organization or the only admin, you'll need to delete the organization instead. Additionally, if you've enabled any integrations in the organization, you'll need to disable them before leaving.

03 January 2025

Mark Default Filters as FavoritesFeatured

You can now mark the default filters of all modules as your favorites. This change will only be visible to you and will not affect other users in the organization.

24 December 2024

Introducing Right-to-Left (RTL) Orientation in Custom Module TemplatesFeatured

The Right-to-Left (RTL) orientation support in the Custom Module Template ensures accurate content rendering for both RTL and LTR layouts. You can edit a required custom module template and select Font - RTL. This feature is available only for organizations subscribed to the Premium plan or above.

17 December 2024

Bigin Integration DeletionFeatured

We now support deleting the integration between Zoho Books and Bigin. This permanently removes settings and mappings, converting synced Bigin records into Zoho Books records. However, you can choose to delete the synced records which do not have any transactions.

17 December 2024

Enhancements in Batch Number TrackingFeatured

We’ve enhanced the Batch Number Tracking with features like restocking existing batches through purchase transactions and inventory adjustments, allowing returns for sold batches, and enabling the same batch to be used in different line items and transfer orders. You can now create and modify batches in item details, mark batches as inactive, and track changes with audit trail support.

17 December 2024

E-Invoice Cancellation From Zoho BooksFeatured

You can now cancel e-invoices directly in Zoho Books, even after three days of stamping, with options to request cancellation or mark as cancelled. If buyer approval is required, a cancellation request can be sent to SAT, and the status synced via SAT's API. If the buyer doesn’t respond within three days, SAT will automatically cancel the e-invoice.

17 December 2024

EIntroducing Retainer InvoicesFeatured

The Retainer Invoices module is now available with e-invoicing support and the stamp option.

12 December 2024

Fixed AssetsFeatured

Zoho Books now allows you to record fixed assets and automatically calculate depreciation for them. You can sell or write off the asset when it is likely to generate a profit, after it has completed its useful life, or when it has been fully depreciated.

02 December 2024

Attach from Documents in Attachment Custom FieldFeatured

You can now attach files from the Documents tab in the attachment custom field. Ensure that you have the Documents View permission to do this.

02 December 2024

Create Progress Invoices From QuotesFeatured

Progress invoice allows you to bill clients incrementally for completed work during a project. Enable this feature by navigating to Settings > Sales > Quotes and selecting 'Allow creation of progress invoices from a quote'.You can then create a progress invoice using the details from accepted quotes.

08 November 2024

Billing Address Now Available for Bills and Vendor TransactionsFeatured

Billing Address is now supported for Bills, Vendor Credits, and Recurring Bills. You can add new addresses in the entity's edit page or select from the vendor's saved billing addresses, just like in invoices and purchase orders.

22 October 2024

Enable Export/SEZ EndorsementFeatured

You can now enable endorsements for SEZ and overseas customers, indicating whether the supply is made with or without the payment of integrated GST (IGST). This feature is only supported in Spreadsheet and Standard invoice templates, and your business must be GST-registered.

21 October 2024

Associate Multiple Criteria for WorkflowsFeatured

You can automate tasks with multiple actions in a single workflow rule using multiple criteria, saving your time. This reduces the need for separate rules and helps you optimize your workflow limit.

17 October 2024

Write Off Customer Opening BalanceFeatured

If a customer is unlikely to pay their outstanding balance, if there are discrepancies, or if the account has remained outstanding for an extended period, you can write off the customer's opening balance. You can also cancel the write-off.

07 October 2024

Import or Export Custom Modules AsynchronouslyFeatured

When you are importing or exporting large files into custom modules, they will be imported or exported asynchronously. If your import file has more than 1,000 records or your export file exceeds 25,000 records, the task will be scheduled. A summary will be emailed to you upon successful completion, and you'll also receive an in-app notification.

07 October 2024

Custom View Search SupportFeatured

If the number of default filters exceeds 10 or if there are custom views for a module, a search bar will appear, allowing you to search for the desired filter.

04 October 2024

Bulk Export Invoices as a ZIP FileFeatured

You can download multiple invoices as a single ZIP file with just the click of a button. To download, go to Invoices > select the invoices and click the ZIP icon.

03 October 2024

Field Based Lookup for Custom ModulesFeatured

You can now lookup across all fields in a custom module, not just the primary field. Previously, lookups were limited to the primary field, but this enhancement extends support to all fields in custom modules.

24 September 2024

Filter the Activity Logs and Audit Trail Report With Base CurrencyFeatured

We've introduced new filters in the Activity Logs and Audit Trail reports, namely, Opening Balance and Base Currency Adjustment. You can now filter reports based on these options.

17 September 2024

Minimized View for Web TabsFeatured

We’ve introduced a minimized view for Web Tabs in Zoho Books. It allows you to minimize and keep web tabs accessible while navigating other modules, making them available from anywhere in the app.

12 September 2024

Integrate Your Zoho Books Organization With EnviaFeatured

You can now integrate your Zoho Books organization with Envia to streamline your shipping operations. You can generate shipping labels, view real-time shipping rates, track orders, manage stock levels, generate comprehensive reports, automate repetitive tasks, and much more. Note: This integration is only available for organizations that have the Zoho Inventory Addon.

12 September 2024

Search Manual Journals by Customer or VendorsFeatured

You can now perform advanced searches in manual journals with Customer or Vendor Name. Additionally, you can also create custom views with Customer or Vendor Name.

11 September 2024

New Flow in AR Aging ReportsFeatured

The AR Aging Summary and AR Aging Details reports now include support for advanced filters, exporting the current view, and grouping the report by invoices, credit notes, and journals.

03 September 2024

Customize Workflow TriggersFeatured

You can now set up custom workflow triggers that let you automate workflows based on events that occur in third-party applications.This feature allows you to sync data between the Zoho Finance applications and external applications. You can also export your workflow logs in CSV or XLSX format.

29 August 2024

TheCourierGuy Shipping IntegrationFeatured

We have launched TheCourierGuy shipping integration in Zoho Books. You can use this integration to connect customers with various shipping carriers and streamline your shipping. This applies to customers who have selected South Africa as their organization's location.

23 August 2024

Set Criteria for Custom ButtonsFeatured

Set criteria for custom buttons to determine when they should appear on the module's details page. You can also configure which user in your organization can access the custom button.

22 August 2024

Branch-Wise Value Differences in JournalsFeatured

View the credit and debit differences for each branch in a manual journal. The branch-wise value differences will be displayed on the journal's details page after saving.

14 August 2024

Enhance Your Keyboard Navigation for AccessibilityFeatured

We've added a new Navigate-to feature in Zoho Books to enhance keyboard navigation and accessibility. This feature allows you to jump straight to the main content, avoiding headers and sidebars. Activate it using the Tab key or the shortcut (Option/Alt + 0).

13 August 2024

Chart of Accounts Aligned with Plan Comptable Général (PCG) StandardFeatured

We have aligned the Chart of Accounts module with the Plan Comptable Général (PCG) standard to comply with the common accounting principles in France. Account names in this module have been updated according to the standard terminology used in France. This applies to customers who have selected France as their organization's location.

13 August 2024

Print or Download e-Way BillsFeatured

Print or download the e-Way Bills as PDFs. This option is available for generated, cancelled, and expired e-Way Bills.

12 August 2024

Update and Insert (Upsert) using Unique Custom FieldsFeatured

We have enhanced PUT API to support upserts using unique custom fields rather than just primary key values. This change will streamline integrations by allowing updates via a custom field that stores the third-party integration's primary key value.

12 August 2024

Perform Advanced Search Using Default Filters and Custom ViewsFeatured

We've added a new 'Filter' field in the Advanced Search feature for both default and custom views. You can search by applying the filter for the views you want.

8 August 2024

Extension Settings in Zoho Books Developer PortalFeatured

We've introduced Extension Settings in Zoho Books Developer Portal. Developers can now configure key options like Redirection Domain and Extension's Secret Key. The Secret Key provides additional security, especially for signing payment requests in gateway extensions.

25 July 2024

Enhanced Barcode TemplatesFeatured

You can now add fields like MRP (Maximum Retail Price), Organization Name, and Company Logo to your barcode templates. Additionally, you can add units (e.g., kg, liters, pieces) to barcodes, displaying the item's measurement information along with your organization name.

8 July 2024

Add Custom Formula FieldsFeatured

You can now calculate custom formula fields for all existing records, not just new or edited ones. Once the existing records are updated, you'll receive a notification.

4 July 2024

Custom Fields in Advanced SearchFeatured

You can find manual journals using custom fields in the Advanced Search option.

4 July 2024

Export Journals in the BackgroundFeatured

Export your manual journals in bulk faster by processing files in the background and sending them to your primary email.

1 July 2024

Create Custom DashboardsFeatured

You can now customize your dashboards using predefined components, marketplace widgets, and reports. You will be able to reorder, edit, delete, and resize the charts and components in the dashboard. You can also mark your custom dashboards as favorites and manage dashboard permissions for your users.

1 July 2024

Update Reports PermissionsFeatured

We have enhanced report permissions in Zoho Books to make your organization more secure. For new organizations, you will need to give access to both reports and the related modules while creating roles. For existing organizations, you will get a notification and should edit the roles missing these permissions.

20 June 2024

Enhanced Keyboard ShortcutsFeatured

We have made some improvements to the shortcut feature in Zoho Books, with an enhanced interface so you can customize your shortcut keys, disable preferred shortcuts, and reset any edited keys to their original settings.

19 June 2024

Filter Bulk ItemsFeatured

We've added a category filter for selecting items when you use the "Add Items in Bulk" option in your items, sales, and purchase transactions. This feature allows you to include items from specific categories in transactions. You can also filter your items using multiple categories simultaneously.

19 June 2024

Quick Create Menu for Custom ModulesFeatured

We have now included the Custom Modules group in the Quick Create menu on the top band so you can create records in your custom modules from any page in Zoho Books directly.

19 June 2024

Adjust Column Width in List PagesFeatured

You can now adjust the width of columns in the list pages of different modules if there are more than eight columns. When you hover over a column, the resize icon will appear, allowing you to adjust the column width up to 420 pixels. You will also be able to restore columns to their original width anytime.

17 June 2024

Estimates to Quotes MigrationFeatured

You can now migrate "Estimates" to the term "Quotes" as it accurately reflects the module's function of offering fixed pricing for items and sending legally binding documents. Only the module's name, "Estimates", will change to "Quotes", and the actions such as creating, sending, and managing your estimates will remain the same.

14 June 2024

Export Your Chart of Accounts in XML FormatFeatured

To comply with SAT (Servicio de Administración Tributaria) regulations from the Mexican government, we have enabled the option to export your chart of accounts in XML format. You can also record the Account Group Code provided by SAT for your accounts.

13 June 2024

Overwrite Imported Data Based on Custom FieldsFeatured

You can now overwrite imported file details based on custom fields created for the corresponding modules. This option is available when importing items, customers, vendors, or custom modules.

12 June 2024

Payment Form for InvoicesFeatured

We have added the Payment Form field for your invoices and recurring invoices in Zoho Books to comply with Mexico's tax regulations. This field must be included in your XML file before you stamp and submit your invoices. You can get your PPD and PUE invoices stamped before making payment by selecting the preferred payment form in the creation page.

15 May 2024

Klarna Payment Method for StripeFeatured

Klarna, a global payment method, is now available in Zoho Books through Stripe. With Klarna, you can make payments immediately, later, and in installments. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, CHF, CZK, DKK, EUR, GBP, NOK, NZD, PLN, SEK, and USD. To enable Klarna, navigate to Settings > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, select Klarna in the Payment Methods section.

09 May 2024

Track and Filter Your NotificationsFeatured

You can now filter the notifications you receive in Zoho Books to track unread notifications as well as notifications triggered by workflow rules and APIs from third-party applications. This ensures your notifications are organized and you never miss an update.

08 May 2024

Explore Enhanced ReportsFeatured

We've now streamlined your Reports page to increase efficiency and accessibility. The new layout features a user-friendly list view, sidebar, and search options for effortless navigation. You can now enjoy a cleaner layout of the list page with simplified filters and a card-based design. You can also customize and export your reports exactly as they appear on your screen.

19 April 2024

Workflow Notification PreferenceFeatured

You can now customize email notifications for your workflow actions and select thresholds to send them. You can also set frequencies (hourly, daily, weekly, monthly) based on different roles and send test emails to verify your notification preferences.

16 April 2024

Assign Customer and Vendor NumbersFeatured

You can now assign unique identification numbers to your customers and vendors to avoid any confusions while creating transactions for them. Go to Settings > Preferences > Customers and Vendors and enable the feature in the Customer & Vendor Numbers section.

10 April 2024

Create Transactions in Zimbabwe's New ZiG CurrencyFeatured

We have introduced the new Zimbabwe Gold (ZiG) currency in Zoho Books, which you can associate with your customers, vendors, and transactions. You will also be able to set ZiG as the base currency when you're creating a new organization in the Global edition.

02 April 2024

Alipay Payment Method for StripeFeatured

Alipay, a popular digital wallet in China, is now available as a payment method for Stripe payments in Zoho Books. You can now make and collect payments in CNY currency from any location. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD.

21 March 2024

Cumulative Stock for Item GroupsFeatured

View the total stock in hand of all items within an item group to manage and reorder them easily. View the total stock in hand of each item group in the Item Groups module.

21 March 2024

Void Option for Transfer OrdersFeatured

Now, you can easily void transfer orders that have been partially or fully processed, making them inactive. If you want to resend a void transfer order, you can convert them into drafts and make necessary changes.

14 March 2024

Enhanced Comment BoxFeatured

We've upgraded the Comments & History section of your transactions with new features. Now, you can tag and notify other users about a transaction within your comments. Additionally, you can emphasize the comments you leave behind in bold, italic, and underline.

8 March 2024

Enable WhatsApp Integration in Zoho BooksFeatured

Integrate with WhatsApp to send notifications of payments and sales transactions directly to your customers. You will be able to customize payment and sales templates and use them to initiate conversations with your customers from your Zoho Books organization.

28 February 2024

Enhanced Item SearchFeatured

Use our enhanced Item Search feature to find items in the item table of a transaction using any keywords in any order. For instance, if you have an item names 'Zylker One 2024', you can find it in the item table by using keywords like 'one' or 'Zylker 2024' in the search. For better search results, you can also include keywords from the item name and SKU fields. Go to Settings > Preferences > Items to enable this feature.

26 February 2024

ACH Payments for Retainer InvoicesFeatured

We have supported ACH payments for retainer invoices in Zoho Books. Select any ACH supported payment gateway while creating a retainer invoice to record payment. You will get an email notification when the payment is initiated and when it is completed.

26 February 2024

Schedule Automatic Data BackupFeatured

You can now schedule automatic backups for your Zoho Books data every 15 or 30 days. Additionally, you have the option to manually initiate a backup if it hasn't been done in the last 15 days. To configure this feature, click 'Schedule Backup' on the Data Backup page under Settings.

6 February 2024

New Unit Codes for ItemsFeatured

We've added two new unit codes, BAL (Bale) and TGM (Ten Gross) for items. A Bale refers to materials that are packaged together and Ten Gross is a quantity equal to 1,440 items. These units are especially helpful for wholesale businesses. To access this option, click Configure Units from the Unit dropdown in Items.

1 February 2024

Push Item Identification Code to SATFeatured

Include the newly-introduced Item Identification Code when sending item details to SAT which is the unique code assigned to items such as the Stock Keeping Unit (SKU). Additional codes, such as the Universal Product Code (UPC) are available only for organizations with the Zoho Inventory Add-On. Configure this preference from Settings > Electronic Invoicing under Taxes.

1 February 2024

Bulk Export Option for Additional ReportsFeatured

Bulk export option that allows you to export more than 50,000 rows are now available for the Inventory Aging Summary and Inventory Valuation Summary reports. You can choose to export the report in sections or the full report. These reports are available only for organisations with the Zoho Inventory Add-On.

31 January 2024

Search Bar in ReportsFeatured

Quickly find the reports, including custom reports you've created using the search bar at the top-left corner of the Reports module.

25 January 2024

Item Code and Unit Code in PDF TemplatesFeatured

Display the SAT Item Code and Unit Code of your items in quotes and sales orders transaction PDFs. You can disable these fields from the respective transactions' PDF templates from Settings if required.

12 January 2024

Export Current View Option in Custom ModulesFeatured

We've supported the Export Current View option in custom modules. You can now apply filters and download records or transactions in custom modules based on specific criteria.

12 January 2024

Basic Calculator Support in Rate Fields in TransactionsFeatured

Perform basic calculations directly in the Rate field in transactions using parentheses ( ) and the arithmetic operators + - / *. This is helpful when you need to make quick tax deductions before entering item rates in transactions.

20 December 2023

Export Integrations Sync HistoryFeatured

You now have the option to export the sync history of your records from active integrations. The sync history displays details of the records synced and it's status. This feature is available only for organisations with the Zoho Inventory Add-on.

8 December 2023

Enhanced Transaction Number SeriesFeatured

Configure multiple transaction number series for your organisation right from Settings > Transaction Number Series under Customisation. You can also include placeholders, configure when numbering should restart and prevent duplicate numbers. This feature is available in the Premium, Elite, and Ultimate plans of Zoho Books.

8 December 2023

Aging Summary in Customer StatementsFeatured

Display the aging summary of your customers in their statements. The aging summary table displays the amount you're yet to receive from your customers over regular intervals like as 0-30 days, 30-60 days, etc, starting from the latest selected date.

4 December 2023

Inherit Value Option Supported for Additional ModulesFeatured

The Inherit Value option while creating custom fields is now supported for additional modules, i.e, invoices and sales orders. This option enables you to automatically fetch default values for a custom field from other related records. Thus saving you the hassle of manually entering information each time.

1 December 2023

View In-Transit Item Stock From Item DetailsFeatured

View transfer orders of items that are in transit from or to your warehouses from the respective item's details page. This feature is available only for organisations with the Zoho Inventory Add-on.

20 November 2023

Add Attributes When Creating Item Groups With Existing ItemsFeatured

Add attributes like colour, size, etc., when creating a new item group of existing items in your organisation. You can add up to 3 attributes in each item group. This feature is available only for organisations with the Zoho Inventory Add-on.

10 November 2023

Record Overseas Tax ID for Foreign CustomersFeatured

Record the overseas tax ID of foreign customers from locations outside Mexico. This information will be displayed in transactions like invoices and sent to the SAT portal during electronic invoicing.

24 October 2023

Prevent Duplicate Values in Custom FieldsFeatured

You can now create custom fields in which duplicate values cannot be entered. This can help you record unique details pertaining to a customer like a unique tax ID or reservation code.

16 October 2023

Create Custom Fields for Sales ReturnsFeatured

You can now create custom fields that you want to display in your sales returns.

13 October 2023

Introducing the Zoho Notebook IntegrationFeatured

Integrate your Zoho Books organisation with Zoho Notebook and enable your users to have their very own notepad within the app. Once integrated, you can make notes and jot down important information in various modules, create checklists, upload images or PDFs and more.

5 October 2023

Enhanced PDF Templates in Custom ModulesFeatured

Generate PDF documents for custom modules, and print or download the PDFs as required. You also have the option to attach the PDF to email notifications sent for your custom module. Edit the PDF templates from Templates in Settings.

4 October 2023

Bulk Export Customer StatementsFeatured

We've now supported the bulk-export option for customer statements. If you wish to export more than 2500 statements at once, you can use this option to export your statements in either PDF or XLS formats. You can also choose to set a password for the downloaded file.

29 September 2023

Prevent Duplicate PaymentsFeatured

You can prevent your customers from initiating duplicate payments for invoices from the Customer Portal or the payment pages. Once enabled, the 'Pay Now' button will be hidden for payments that are being processed.

27 September 2023

Fresh Look for SettingsFeatured

Settings now sports a fresh new look! We've reorganised Settings with a new card-like interface so you can easily find all the available options at a glance. You can also use the newly-introduced search bar to quickly find the options you're looking for.

26 September 2023

Option to Reject Transfer Orders and Inventory AdjustmentsFeatured

Users with the necessary permissions now have the option to reject transfer orders and inventory adjustments that were submitted for approval. If rejected, the transactions can be resubmitted. Transfer Orders are only available for organisations with the Zoho Inventory add-on.

26 September 2023

Edit Quantity Adjusted in Inventory AdjustmentsFeatured

You can now edit the Quantity Adjusted in inventory adjustments that are in the Approval Pending or Approved statuses.

25 September 2023

Redirection URL After Adding or Updating Payment MethodsFeatured

You can now redirect your customers to a specific URL of your choice after they have added or updated their payment method. You can use this to redirect your customers to your own website or even the Customer Portal, instead of retaining them on the payment page.

20 September 2023

Import Contacts With Duplicate NamesFeatured

You can now choose to import customers and vendors with duplicate display names as new contacts. This option will be available only if you enable the Allow duplicates for customer and vendor display name option from Customer and Vendor Preferences in Settings.

20 September 2023

Bundles Added to Item UnitsFeatured

We've added Bundles (BDL) in the Unique Quantity Code dropdown. You can add the desired unit with BLD as the unique quantity code and use it for your items that are bundles.

15 September 2023

View Your Subscription Details in Zoho BooksFeatured

You can now view all the details related to your Zoho Books subscription such as the supported features, add-ons, plan details along with next renewal date, feature usage statistics and more right within the app. You can view all these details from Subscriptions, under Settings.

14 September 2023

Apply Credits From Different Branches to Invoices or Bills Featured

Credits created in a branch can now be applied to invoices or bills of other branches.

10 August 2023

Choose How To Share Items for Electronic InvoicingFeatured

When sending invoices or credit notes for stamping, Zoho Books shares the items' details included in the transactions with SAT. Now, you can choose to share only the item's name, or description or both the item's name and description that are on your invoices and credit notes. You can also view these details in the corresponding XML file.

9 August 2023

Allow Duplicate Batch Numbers in TransactionsFeatured

You can now choose to allow duplicate batch numbers while adding items in transactions. This helps you associate the same batch number for shipments from multiple vendors. This feature is available for organisations in which the Zoho Inventory Add-on is enabled.

9 August 2023

Snail Mail Extension for Zoho BooksFeatured

You don't have to purchase snail mail credits anymore. Install the Snail Mail for Zoho Books extension directly from Zoho Marketplace to send physical mails of transactions to your customers.

2 August 2023

Reorder Custom ButtonsFeatured

Admins can now change the order in which custom buttons are displayed in modules. This helps you access the custom buttons based on your usage or priority.

24 July 2023

Chat With Our Experts In Spanish!Featured

You can now access our support chat in English as well as Spanish. To use the chat in Spanish, the language selected in your organization profile must be Spanish.

18 July 2023

Track Electronic Invoicing Stamp CountFeatured

You can now view the electronic invoicing stamp count from Preferences. This helps you keep track of the number of available stamps in your organization.

17 July 2023

Customize the Primary Field in Custom ModulesFeatured

You can now customize the primary field of custom modules by setting a label name and data type of your choice. Previously, the primary field was auto-generated based on the custom module's name.

14 July 2023

Group By Option in Tax Summary ReportFeatured

We've introduced the Group By option when customizing the Tax Summary Report. You can group and filter the report based on Tax Name, Tax Percentage, Output Tax Account, Output Tax Code, Input Tax Account or Input Tax Code.

7 July 2023

View and Navigate Through Attachments With EaseFeatured

You can now zoom and switch between different attachments that you've uploaded to your organization in Zoho Books.

6 July 2023

Choose Account to Track Line-Item Level DiscountsFeatured

You can now choose the account in which you track line-item level discounts in bills and purchase orders. Previously, all accounts were tracked under the Purchase Discounts account by default.

26 June 2023

Drag & Drop Files While Importing InvoicesFeatured

You can now drag and drop the file you want to import in the Invoices module. Previously, you could only select the file while importing.

8 June 2023

Enhancements to Timesheets Calendar ViewFeatured

The calendar view of Timesheets now sports a new look! In addition to this, you can also click on any date to view details of all the timesheets recorded on that date.

2 June 2023

New Allocation Methods for Landed CostFeatured

You can now choose from two new allocation methods: Dimensions and Weight, while allocating landed cost to the items in your bill. The allocation methods can be applied to all items or only selected items.

2 June 2023

Enhancements to Webhooks CreationFeatured

We've redesigned and brought in new enhancements to webhook creation. You can now choose from three types of supported webhook request body formats - default payload, www-form-urlencoded and raw data. You can also secure your webhooks using a secret key. We've reorganized the body parameters as well, you will now find entity parameters and UD parameters under form-url-encoded.

31 May 2023

Associate Branches to Transaction RulesFeatured

Associate specific branches while creating transaction rules in the Banking module. This helps you accurately track all the transactions under the required branch.

29 May 2023

New Customization Options in Custom ReportsFeatured

You can now customize the Account Group, Text and Formula rows in the Profit and Loss, and Balance Sheet reports. In addition, the newly-introduced customization options give you the ability to add sub-rows, perform arithmetic operations, and reorder account groups. You can also preview the rows before saving your custom report.

9 May 2023

Help & Support is Now Under ProfileFeatured

We've reorganized the top navigation bar! Click your organization's profile picture to view organization's details, reach out to support or find our help resources such as video tutorials, essential business guides and more.

28 April 2023

Overwrite Custom Rates in Price ListsFeatured

You can now overwrite custom rates and discounts for specific items in a price list by importing an updated file and selecting the option ‘Overwrite the custom rates only for the items in the import file’ while importing it.

27 April 2023

Delete Transfer Orders in BulkFeatured

You can now select transfer orders in bulk and delete them. This feature is available in organisations with the Zoho Inventory addon.

26 April 2023

Split Total Invoice Amount While Writing Off InvoicesFeatured

When you write-off an invoice, the total invoice amount will be split as invoice amount and tax amount. The tax amount will be debited to the Tax Payable account or the output tax account that you've associated with the tax rate.

26 April 2023

Display SAT Item Details in Transaction PDFsFeatured

The SAT Item Code and SAT Unit Code fields can now be displayed in the item table of your transaction PDFs. You can show, hide or customize how these fields will be displayed from Templates. Note that these fields cannot be displayed on Retail Invoice PDFs.

18 April 2023

View Reports From Latest to OldestFeatured

You can now arrange the period/year from the latest to the oldest in the following reports: Profit and Loss, Cash Flow Statement, Balance Sheet, Movement of Equity, Purchases by Item, Purchases by Vendor, Sales by Customer, Sales by Item, Sales by Salesperson, General Ledger, Account Type Summary, and Trial Balance reports. This is supported in all export formats and custom reports.

4 April 2023

Customise Payment Number in Vendor PaymentsFeatured

You can now modify the payment number for vendor payments manually or auto-generate them. You can do this by clicking the Settings icon next to the Payment# field and configuring your preference.

3 April 2023

Update Project Details in Line Item For Project and Timesheet InvoicesFeatured

You can now update the project details in the line-item while creating or editing an invoice for a project or a timesheet.

24 March 2023

Credit Notes in Customer Portal Featured

The Credit Notes module is now available in the Customer Portal. You can now access your credit notes, view the details of the associated invoices, refund information, and attached documents. Furthermore, your customers have the option to add comments and communicate with you regarding the credit notes directly from within the portal. By default, this feature is disabled. You can enable it from the Customer Portal's settings.

9 March 2023

Create Purchase Receives DirectlyFeatured

You can now create purchase receives directly from the Purchase Receives module. Also, you can create purchase receives using the Quick Create option in the top bar. This feature is available only for organisations with the Zoho Inventory addon.

1 March 2023

Record LockingFeatured

Record locking enables you to restrict editing or deleting of individual records. Once locked, only users with the required permissions can edit or delete the record. Currently, you can only lock invoices and credit notes after enabling Record Locking in the respective module's general preferences.

22 February 2023

Enhancements to Inventory Aging Summary ReportFeatured

Introduced advanced filters, show/hide columns, and Asset Value columns in the Inventory Aging Summary report. This feature is available for organizations with the Zoho Inventory addon.

16 February 2023

Decimal Values for Quantity in Volume PricingFeatured

Add up to 6 decimal places for quantity in Volume Pricing of Price Lists.

16 February 2023

Import Option for Purchase ReceivesFeatured

Provided the import option in the Purchase Receives module for organizations with the Zoho Inventory addon.

13 February 2023

Enhancements to Missing Inventory Tracking Details Report Featured

The Missing Inventory Tracking Details report now includes Force-fulfilled and Manually Received orders. This feature is available for organizations with the Zoho Inventory.

2 February 2023

Project Code Field in ProjectsFeatured

Introduced Project Code as a field in the Projects module. When you create an invoice for a project, you can associate the project code with it.

2 February 2023

Create Compound TaxesFeatured

You can now mark a tax rate as a compound tax, and associate it to transactions. This helps you calculate taxes for certain items that might require taxes to be calculated differently.

31 January 2023

Design Enhancements to the Notifications SectionFeatured

We've redesigned the top band in the Notifications section to categorize your notifications better.

31 January 2023

Design Enhancements to the Details PageFeatured

We have revamped the design of the Transaction List, Related List, Comments & History, and Mail sections in the details page for Customers, Vendors, and Projects.

31 January 2023

Design Enhancements in Transaction Creation PagesFeatured

We've redesigned the Payment Gateway and Mail To sections in the creation page of a transaction.

20 January 2023

Customize Vendor Portal InvitationsFeatured

You can now customize the invitations you send to your vendors for accessing the vendor portal.

20 January 2023

Track your Outstanding Payables in BillsFeatured

View the total amount you owe your vendors based on your open or overdue bills using the new dashboard section in Bills.

18 January 2023

Bulk Update Users in ProjectsFeatured

Add users for up to 25 projects simultaneously using our improved Bulk Update feature under Projects.

13 January 2023

Design Enhancements in Business Overview ReportsFeatured

We have redesigned how sub-accounts are displayed in Balance Sheet and Cash Flow Statement reports. We have also redesigned the percentage columns in the Profit and Loss report.

05 January 2023

Auto-categorize Transactions Using Transaction RulesFeatured

Use the Categorized Transactions option while creating or editing a transaction rule, to let Zoho Books automatically categorize your bank transactions according to that rule.

05 January 2023

Filter CFDI TypesFeatured

When creating an invoice, the CFDI Type dropdown will now display the CFDI types based on the tax regime selected for a particular customer. This helps you quickly associate the preferred CFDI type without sorting through all the available CFDI types.

30 December 2022

Redesigned Color ThemesFeatured

We've reorganized the top band and sidebar with redesigned icons and tooltips, and added new themes to enhance the user experience in Zoho Books. The existing color themes have been mapped to Blue, Green, Red, and Yellow accent colors and you can use them in light and dark panes. You can also select a custom color of your preference.

22 December 2022

Pre-Filled E48 SAT Code for Service ItemsFeatured

The SAT code for service items will now be pre-filled as E48 by default. This also applies to items that are created from the item table in transactions. This saves you the hassle of selecting the same SAT code each time you create a service item.

20 December 2022

Import or Export Applied Vendor CreditsFeatured

Import or export the vendor credits applied to your bills in CSV, TSV, or XLS file formats.

15 December 2022

Activity Logs for Scheduled ReportsFeatured

View the activity logs for scheduled reports. A log will be created every time you create a schedule, update it, mark it as active, and mark it as inactive; also, when a report is generated and sent to the recipients.

8 December 2022

Track Time Using Dynamic IslandFeatured

Start, stop, or pause the project timer and keep track of the time spent right from the Dynamic Island of your iPhone 14 Pro or iPhone 14 Pro Max.

30 November 2022

Enhancements to the Budgets Vs Actuals ReportFeatured

You can now choose to show or hide columns, customize reports, and schedule the custom reports.

29 November 2022

Multi-level Group By in ReportsFeatured

Introducing multi-level group by in Receivable Summary, Receivable Details, Payable Summary, and Payable Details reports. You can group your report up to three levels by selecting the fields in the Group By dropdown.

29 November 2022

Associate Branches to Bank AccountsFeatured

Introduced the option to associate the branch while creating or editing a bank account in Zoho Books.

25 November 2022

Shipment Tracking in Customer PortalFeatured

Your customers can now keep track of all their shipment activities displayed chronologically right within their client portal.

16 November 2022

Unveiling The Mexico Edition of Zoho Books!Featured

The Mexico edition of Zoho Books is here! Businesses located in Mexico can now use Zoho Books to create transactions that are Mexico VAT compliant, apply TDS rates and VAT rates to transactions, generate and send CFDIs through electronic invoicing, and generate DIOT reports for their purchases.