Zoho Books update August 2024
Welcome to the Zoho Books update for August 2024! This month’s release brings a suite of advanced features and improvements designed to elevate your accounting processes and strengthen your financial management strategies. With enhanced automation capabilities and expanded reporting options, Zoho Books continues to lead the way in innovation, addressing the evolving needs of businesses around the world.
Join us as we explore the new updates that promise to optimize your financial workflows and boost productivity. Dive into the latest features in our Zoho Books update August 2024!
Update Reports Permissions
Zoho have upgraded report permissions in Zoho Books to bolster your organisation’s security and streamline report sharing. For new organisations, you’ll now need to grant access to both reports and their related modules when creating user roles, ensuring more precise control over data access. Existing organisations will receive notifications prompting them to update roles missing these permissions. Additionally, the new “Skip Module Access” option allows you to share reports with specific users without giving them access to the associated modules. This enhancement ensures that sensitive information is protected while facilitating targeted and efficient report distribution.
Business benefits of the Updated Reports Permissions
his enhancement ensures that sensitive information is protected while facilitating targeted and efficient report distribution.
Create Custom Dashboards
You can now customise your dashboards with greater flexibility using predefined components, marketplace widgets, and reports. This enhancement allows you to reorder, edit, delete, and resize charts and components to better fit your needs. Additionally, you can mark your custom dashboards as favorites for quick access and manage dashboard permissions to control user access.
Business benefits of Creating Custom Dashboards
These improvements enable more tailored and effective dashboard management, ensuring your team has the precise information they need to drive decision-making and enhance productivity.
Enhanced Barcode Templates
Zoho have upgraded the barcode functionality in Zoho Books to offer enhanced customisation options. You can now include additional fields in your barcode templates, such as MRP (Maximum Retail Price), Organisation Name, Company Logo, and Item Units.
Business benefits of Enhanced Barcode Templates
This enhancement allows you to display comprehensive information, including the item’s measurement details (e.g., kg, litres, pieces), alongside your organisational branding. These updates improve the clarity and utility of your barcodes, facilitating better inventory management and providing more detailed product information for both internal use and customer-facing scenarios.
To enable these features in your barcode templates, go to Settings > Items > Field Customisation.
Other Feature Enhancements
- Use custom fields to search for manual journals in the advanced search bar.
- 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.
- Export your manual journals in bulk faster by processing files in the background and sending them to your primary email.
- You can now include the Maximum Retail Price (MRP) of an item while creating or editing it. [India Edition]
As we conclude the Zoho Books update August 2024, we’re excited to see how these enhancements will elevate your accounting experience. From streamlined reports and enhanced transaction capabilities to improved user interfaces and expanded customisation options, these updates are designed to empower your financial management strategies.
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.