Zoho Books Updates - November 2024 (Indian Edition)

Zoho Books Updates - November 2024 (Indian Edition) 1. Extend the Validity Period of e-Way Bills: - This option is only available for e-way bills that are in the Generated and Expired statuses. You can extend the validity of an e-way bill 8 hours before or 8 hours after its expiration time. - To extend the validity period of an e-Way bill, go to e-Way Bills > Select an e-way bill and click Extend e-Way bill at the top. 2. Manage your Income TDS Rates: - With the addition of the newly-introduced Direct Taxes tab under Settings, you can easily manage your TDS rates. Now, you can select whether to associate TDS at the line-item level or the transaction level from Income TDS Settings. You can also view the total number of transactions associated with different modules for a TDS rate by clicking View Associated Entities. - To manage your TDS Rates, go to Settings > Taxes and Compliance > Direct Taxes > Income TDS Rates. To see the total number of transactions linked to a TDS rate across different modules, hover over the TDS rate, click the dropdown, and select View Associated Entities. 3. Associate Multiple Criteria for Workflows: - At times, you might need to create multiple workflow rules to complete a task. For example, if you want to send an email alert and notify a third-party application via webhook whenever the status of a created invoice changes in Zoho Books, you would have to create multiple workflow rules for the different invoice statuses. - This can be time-consuming and may exhaust the number of permitted workflow rules you can create under your organization's plan. Now, you can achieve the same outcome with a single workflow rule by associating multiple criteria and linking them to their appropriate actions. 4. Write Off Customer Opening Balance: - 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. - To write off customer opening balance, go to Sales > Customers. Select a customer and click View Opening Balance. Click the Menu icon and select Write Off. 5. Auto-Populate Customer or Vendor Details: - You can now auto-populate the contact details by entering the GSTN of the customer or vendor, which will be fetched from the GSTN portal. You can then select the address from the list of addresses associated with that GSTN. 6. Bulk Export Invoices as a ZIP File. 7. Import or Export Custom Modules. 8. Other Enhancement: - If the number of default filters exceeds 10 or if there are any custom views for a module, a search bar will appear, allowing you to search for the desired filter. - We have introduced a new label, Bill Amount Without TDS in bills, allowing you to view the bill amount excluding the TDS deduction and the TDS amount separately. For more Zoho related updates, follow Cloud books academy.