We’ve kickstarted September with a beginning set of affection roll-outs and enhancements. Let’s booty a attending at all the new updates that Zoho Books has to action for this month.
Filter Affairs and Amend Accounts
If you had associated assorted affairs with a amiss annual or if you allegation to amend assorted affairs with a new account, afterlight anniversary and every transaction can be absolutely tiresome. You can now use the aggregate amend affection in Zoho Books to amend assorted affairs at already and abide their accounts in time for the audit.
Filter assorted affairs such as acclaim notes, acquirement orders, expenses, bills and bell-ringer credits and amend the accounts they are associated with a new account.
Multi-Level Approval for Sales Transactions
If you appetite your Sales affairs to be accustomed by the accommodation of two or added approvers, you can set up the multi-level approval process. You can now set up multi-level approval for Invoices, Sales Orders, Estimates and Acclaim Notes.
To do this: Go to Settings > Preferences > Approvals > Sales Approval > Enable Sales Approval.
Do you accept affairs for approval that should not be candy because of incorrect data? We’ve got aloof the appropriate band-aid for you. Admins and approvers can accommodate a acumen and adios a transaction that has been submitted to them.
The submitter will be able to appearance the acumen for bounce in the Comments & History section.
To do this: Go to Purchases > Bills > Click the dropdown abutting to the accept button and click Reject.
Similarly, you will be able to appearance your awaiting approvals for bell-ringer credits and acquirement orders as well.
Save and Execute Option For Webhooks
Webhooks facilitate advice with third-party applications by sending burning notifications every time an accident occurs in Zoho Books. You can now run a basic analysis of how the webhook works by active it as anon as you actualize or adapt them.
To do this: Go to Settings > Automation > Webhooks > New Webhook > Save and Execute.
Enhancements for Templates
We’ve fabricated a bulk of abundant requested enhancements for the templates that are accessible in Zoho Books. You can now:
Make and Almanac GST Payments (Indian Edition)
You can now accomplish GST payments application the ICICI Coffer affiliation afterwards you accomplish the challan in the GST portal.
If you accept to pay via the GST portal, you will be able to almanac their GST payments in Zoho Books.
To do this: Go to GST Filing > Monthly Returns > GSTR-3B > GST Acquittal tab > Almanac Payment.
We are aflame to acquaint you to Zia – your actual own AI-powered abettor to chase for advice beyond Zoho Books and added Zoho applications. You can aback your chump details, analyze advice pages, chase for affairs and do a lot added application the Zia Search.
To kickstart Zia:
Record VAT Payments & Claims (UAE, KSA & BH editions)
You can now almanac tax payments and claims to clue your VAT payments and advance authentic records. In Zoho Books, you can alone almanac the VAT claims you’ve fabricated via coffer transfer. However, you will be able to almanac VAT Payments based on your country and the tax acquittal method.
For UAE, you can almanac VAT Payments if you’ve paid tax via coffer transfer, banknote or Visa/Master Card.
For Bahrain and KSA, you will be alone able to almanac VAT if you’ve paid your tax through coffer transfers and cash.
To do this: Go to Accountant > Tax Payments > Almanac Payment/Claim.
We’re consistently attractive for your suggestions to advice to serve you better. So, if you accept a affection request, feel chargeless to allotment them here.
The Zoho Books team
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