Zoho Books update February 2025
Now that January is behind us, it’s time to kick off the rest of the year with powerful new features in Zoho Books update February 2025. This brings exciting enhancements, including the ability to compare fields as criteria in workflow rules and seamless custom SMTP integration. These updates are designed to streamline your accounting processes and boost efficiency.
💡 Explore what’s new and take your Zoho Books experience to the next level. Let’s get started with the Zoho Books update for February 2025!
Smarter Automation with Field Comparisons in Workflow Rules
The Zoho Books February 2025 update introduces a powerful enhancement to workflow automation—field comparison as criteria. Now, you can create workflow rules that trigger based on a direct comparison between two fields.
🔹 Example: Automate approvals or alerts when the Discount Amount exceeds the Tax Amount—ensuring better financial oversight.
Business Benefits of Field Comparison as Criteria in Workflow Rules
✅ Greater control over automated workflows
✅ More precise conditions for approvals, notifications, and process automation
✅ Reduced manual checks, saving time and minimizing errors
This update makes your Zoho Books workflows more dynamic and intelligent, helping you enforce business rules effortlessly! 🚀
To compare fields as criteria, navigate to Settings > Automation > Workflow Rules > + New Workflow Rule. Enter the Workflow Rule Name and select the Module. Choose an Action Type and click Next. Then, click + New Criteria, select a field from the first dropdown, choose a comparator from the second dropdown, click Select Placeholder below the third dropdown, and select the field to compare. Click Done.
Enhanced Efficiency with Background Execution for Custom Buttons
The Zoho Books February 2025 update brings a game-changing feature for custom button execution—now, long-running tasks won’t slow you down!
🔹 If a custom button’s execution takes longer than 10 seconds, you can choose to wait or let it run in the background.
🔹 For tasks exceeding 5 minutes, Zoho Books will automatically process them in the background unless manually adjusted.
🔹 Once the task is complete, you’ll receive an in-app notification—ensuring you’re always in the loop.
Business Benefits of Background Execution Custom Button
✅ Boosts productivity by preventing delays in workflow execution
✅ Keeps your team focused—no more waiting for lengthy processes to complete
✅ Enhances user experience with seamless automation and timely updates
This update makes custom workflows smoother, faster, and more efficient, so you can focus on what matters most! 🚀
Send Emails Seamlessly with Custom SMTP Servers
With the Zoho Books February 2025 update, you can now take full control of your email delivery using Email Relay with custom SMTP servers.
🔹 Use your own SMTP servers to send emails, improving deliverability and reducing the risk of emails landing in spam.
🔹 Add multiple SMTP servers and assign them to specific email addresses or domains for better organization.
🔹 Set daily sending limits—once reached, emails will automatically be routed through Zoho’s Transmail server to ensure uninterrupted communication.
Business Benefits of Sending Emails with Custom SMTP Servers
Enhances email reliability—reducing the chances of emails getting flagged as spam
✅ Gives you more control over email delivery and sender reputation
✅ Ensures business continuity by automatically switching to Transmail when limits are reached
This update makes email communication more secure, flexible, and efficient, keeping your financial operations running smoothly! 📩🚀
To setup an email relay, go to Settings > Reminders and Notifications > Email Notifications > Email Relay > + New Server.
Easily Leave an Organisation in Zoho Books
With the Zoho Books February 2025 update, users now have the flexibility to leave an organization directly from the Manage Organizations page.
🔹 Admins and users can exit organizations seamlessly
🔹 If you’re the sole admin, deletion is required before leaving
🔹 Any active integrations must be disabled before departure
Business Benefits of Easy Leave Organisation
Simplifies user management by allowing members to exit organizations effortlessly
✅ Prevents disruptions by ensuring integrations are properly managed before leaving
✅ Enhances control over organizational roles and permissions
This update makes organisational transitions smoother and more efficient, keeping your accounting system well-structured! 🚀
Enhanced Filtering for Lookup Custom Fields
With the Zoho Books February 2025 update, you can now filter lookup custom fields using custom criteria and views for more precise data selection.
🔹 Set specific criteria to refine lookup field results
🔹 Use custom views to display only the most relevant data
🔹 Improve data accuracy by limiting selections based on predefined conditions
Business Benefits of Filtering by Setting Criteria and Using Custom Views
✅ Boost efficiency by reducing irrelevant data in lookup fields
✅ Ensure accuracy with controlled data selection
✅ Save time by automating filtering instead of manually sorting through records
This update helps you maintain cleaner, more relevant data for seamless accounting! 🚀
Create Workflow Rules with Sub-Modules
With the Zoho Books February 2025 update, you can now set up workflow rules for sub-entities within the Invoice module, such as:
🔹 Bill of Supply
🔹 Debit Note
🔹 Late Fee
Business Benefits of Creating Workflow Rules with Sub-Modules
✅ Greater automation across different transaction types
✅ More control over invoice-related processes
✅ Improved efficiency in managing financial workflows
This update helps you streamline financial operations with more granular workflow automation! 🚀
To create workflow rules for sub-entities within the Invoice module, navigate to Settings > Automation > Workflow Rules > + New Workflow Rule. Enter the Workflow Rule Name, select the module as Invoice, choose an option under Execute Workflow For, and select the sub-entity from the Invoice Type dropdown.
Handle Duplicate Items Using SKU in Zoho Books – Zoho CRM Integration
Managing product data across Zoho Books and Zoho CRM just got easier! You can now use the SKU (Stock Keeping Unit) field to identify duplicate items when integrating your Zoho Books organization with Zoho CRM.
Business Benefits of managing Duplicate Items Using SKU
✅ Improved data consistency between Zoho Books and Zoho CRM
✅ Eliminates duplicate product entries, reducing errors
✅ More efficient inventory and sales tracking
This update ensures cleaner, more accurate product data for seamless business operations! 🚀
Zoho Inventory Add-On Updates
Print/Download Purchase Receives
Now, you can print or download your purchase receives. Zoho have also supported a standard template with which you can view the PDF of your purchase receives.
To print or download a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and click PDF/Print.
To view the PDF of a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and enable the Show PDF View option on its details page.
Other Feature Enhancements
- Access your Customer/Vendor Balance Summary reports with the same configuration and filters as before, and create custom reports.
- We now support exporting the current view of your filtered Tasks that you and your users have to complete.
- 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.
As we conclude this month’s Zoho Books update December 2024, we’re excited to see how these enhancements can streamline your financial management processes and improve overall efficiency.
We invite you to explore these new features and discover how they can simplify your workflows, increase efficiency, and drive business growth. Should you have any questions or need further assistance why not book a meeting with our experts.
Zoho Books Success Story: A game-changer for GiftTrees!
When GiftTrees sought to integrate their accounting with their CRM, they turned to Goldstar IT for a seamless migration from Xero to Zoho Books.
Check out our GiftTrees Success Story and discover how this strategic move streamlined their operations, improved financial insights, and cut costs, positioning GiftTrees for future growth.
Services Provided
- Xero to Zoho Books Migration
- Integration with Zoho CRM
- Integration with Zoho Analytics
- Zoho Expense deployment
- GoCardless Integration
Zoho Solutions
- Zoho CRM
- Zoho Analytics
- Zoho Books
- Zoho Expense
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