Zoho Books update July 2024
Welcome to the Zoho Books update July 2024. This latest release introduces several advanced features and enhancements aimed at enhancing your accounting operations and fortifying your financial management strategies. With refined automation tools and expanded reporting functionalities, Zoho Books remains committed to innovation, ensuring it meets the dynamic requirements of businesses globally.
Join us as we delve into the exciting new updates designed to streamline your financial workflows and enhance productivity. Let’s uncover the latest offerings in our Zoho Books update July 2024!
Explore an Enhanced Reports Module
Zoho have revamped the Reports module to significantly boost efficiency and user accessibility. The updated layout showcases a streamlined list view alongside intuitive sidebar navigation and enhanced search capabilities, ensuring seamless navigation. Experience a cleaner list page interface with simplified filters and a modern card-based design, offering a more intuitive user experience.
Business benefits of the Enhanced Reports Module
Additionally, you can now personalise and export reports precisely as they appear on your screen, empowering you to tailor insights to your specific needs and effortlessly share them across your organisation. These enhancements are designed to streamline your reporting processes, saving time and enhancing decision-making capabilities.
Transaction Posting Date for Bills
Now introducing the “Transaction Posting Date for Bills” feature: The transaction posting date signifies the date when the journal entry for your bill is recorded. It’s important to note that this date must be later than the bill date itself.
Business benefits of Transaction Posting Date for Bills
This enhancement ensures compliance with regulatory requirements while providing flexibility in managing tax credits, facilitating smoother financial operations for businesses operating under the Indian taxation framework.
To enable the Transaction Posting Date for your bills, go to Settings > Purchases > Bills. In the Field Customisation tab, click the dropdown next to the Transaction Posting Date field and select Mark as Active.
Estimates to Quotes Migration
Introducing “Estimates to Quotes Migration”: Zoho Books now offers the capability to migrate from “Estimates” to “Quotes,” aligning more closely with the module’s core function of providing fixed pricing for items and generating legally binding documents. This update involves a straightforward renaming from “Estimates” to “Quotes,” with all existing functionalities related to creating, sending, and managing estimates remaining unchanged.
Business benefits of Transaction Posting Date for Bills
Upon migration, newly generated documents will be termed “Quotes,” while existing estimate templates can be edited to reflect this update. This enhancement aims to streamline terminology and improve clarity in the quotation process, ensuring a seamless transition for users without disrupting existing workflows.
Enhanced Keyboard Shortcuts
Introducing Enhanced Keyboard Shortcuts – Zoho Books has enhanced its shortcut feature with a more intuitive interface, allowing users to customise their shortcut keys according to their preferences. You now have the flexibility to disable specific shortcuts and easily reset any edited keys to their original settings. It’s important to note that these customisations are user-specific and will not affect shortcuts for other users within your organisation. These improvements aim to enhance user productivity by providing a more personalised and efficient navigation experience within Zoho Books.
Business benefits of Enhanced Keyboard Shortcuts
These improvements aim to enhance user productivity by providing a more personalised and efficient navigation experience within Zoho Books.
It’s important to note that these customisations are user-specific and will not affect shortcuts for other users within your organisation.
Quick Create Menu for Custom Modules
Introducing “Quick Create Menu for Custom Modules”: Zoho Books now integrates the Custom Modules group into the Quick Create menu located on the top band of the interface.
Business benefits of Quick Create Menu for Custom Modules
This enhancement allows you to swiftly generate records within your custom modules from any page within Zoho Books. Whether you’re managing invoices, handling expenses, or navigating reports, the Quick Create menu provides seamless access to initiate and manage data entries in your tailored modules, promoting efficiency and enhancing workflow flexibility.
To create a new record for a custom module, click the Quick Create icon on the top band. In the Custom Modules group, click the Add icon next to the custom module you want to create a record for. This will redirect you to the respective creation page where you can enter and save the details of the new record.
Overwrite Imported Data Based on Custom Fields
Introducing “Overwrite Imported Data Based on Custom Fields”: Zoho Books now offers the capability to overwrite imported file details based on custom fields associated with the respective module. This functionality applies when importing items, customers, vendors, or custom modules.
Business benefits of Overwriting Imported Data Based on Custom Fields
It enables users to maintain data accuracy and consistency by updating existing records with new information imported via CSV or other file formats, leveraging custom fields tailored to specific business requirements. This feature streamlines data management processes, ensuring that your records reflect the most current and relevant information seamlessly.
As we conclude the Zoho Books update July 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.