Zoho Books update September 2025
- Introducing the Self-Employment Summary Report
- Introducing PayNow Payment Method
- Apply Journal Credits Across Locations
- New: Inventory Adjustment Summary & Details Reports
- Workflow Automation for Packages and Shipments
- Skip Carrier Email Notifications for Shipments
- New: Picklist Summary & Picklist Details Reports
- Enhancements to Packages, Shipments, and Picklists
- Other Feature Enhancements
Zoho has rolled out a new set of features and enhancements in Zoho Books update September 2025 to further streamline financial operations and improve flexibility across transactions. From introducing the PayNow payment method to expanding the ability to apply journal credits across locations, this month’s updates are designed to empower finance teams with smarter, faster, and more compliant bookkeeping workflows. Explore what’s new and how your business can benefit.
Please note: These features apply to the UK edition of Zoho Books. For region-specific changes, visit your local What’s New Timeline in Zoho Books.
Introducing the Self-Employment Summary Report
Zoho Books now offers a Self-Employment Summary Report tailored for sole traders in the UK, simplifying the self-assessment filing process with HMRC.
💡 Key Insights
| Category | Details |
|---|---|
| Why it matters | Provides a streamlined way for sole traders to prepare for HMRC self-assessment using forms SA103F or SA103S, reducing manual work and ensuring accurate tax reporting. |
| How to use it | Navigate to the Reports section in Zoho Books (UK edition) and select Self-Employment Summary Report. By default, the SA103F format is shown with drill-down capabilities. |
| Our opinion | A crucial compliance feature for UK-based businesses — this report takes the guesswork out of self-assessment and makes tax season significantly less stressful. |
| What to do next | Review your chart of accounts to ensure correct mapping of income and expenses. Run the report to preview your figures before filing and export it for your records or accountant. |
✅ Quick Takeaway
UK sole traders can now prepare for HMRC self-assessments faster with Zoho Books’ purpose-built Self-Employment Summary Report.
Introducing PayNow Payment Method
Zoho Books now supports PayNow as a payment method through Stripe integration, allowing businesses in Singapore to offer customers a convenient, QR code-based way to pay in SGD.
💡 Key Insights
| Category | Details |
|---|---|
| Why it matters | PayNow is widely used in Singapore for instant, secure payments. Offering it through Zoho Books gives your customers a locally preferred and trusted way to settle invoices. |
| How to use it | Connect your Stripe account in Zoho Books, enable PayNow under supported payment methods, and include the QR code on invoices for customers to scan and pay directly. |
| Our opinion | A smart move for businesses targeting the Singapore market — this integration improves payment convenience and aligns with regional preferences. |
| What to do next | If your business operates in Singapore, activate PayNow in your Stripe settings and start including it in your Zoho Books invoice workflows. |
✅ Quick Takeaway
Zoho Books now supports PayNow via Stripe — making invoice payments faster and easier for Singapore-based customers.
Apply Journal Credits Across Locations
Zoho Books now allows users to apply journal credits created for a customer to that customer’s invoices and bills in other locations within the same organisation — improving credit management across branches.
💡 Key Insights
| Category | Details |
|---|---|
| Why it matters | Businesses operating across multiple locations can now manage customer credits more flexibly, avoiding duplicate entries and ensuring a unified financial record. |
| How to use it | When creating or applying a journal credit, you’ll now have the option to select and apply it to invoices or bills across locations linked to that customer. |
| Our opinion | A much-needed improvement for multi-location businesses — this feature reduces manual reconciliation and enables better organisation-wide credit utilisation. |
| What to do next | Audit existing journal credits and apply them across locations as needed. Train your finance team on this workflow to make the most of the new flexibility. |
✅ Quick Takeaway
Manage customer credits more efficiently — apply journal credits across locations for a more unified financial process.
New: Inventory Adjustment Summary & Details Reports
Zoho Books has introduced two powerful new reports — the Inventory Adjustment Summary Report and Inventory Adjustment Details Report — to help you gain clearer insights into your stock adjustments.
💡 Key Insights
| Category | Details |
|---|---|
| Why it matters | These reports give finance and inventory managers greater visibility into stock fluctuations, helping ensure accuracy and accountability in inventory tracking and reporting. |
| How to use it | Head to the Reports section and select either Inventory Adjustment Summary or Details Report. Use advanced filters, customize columns, group data, and schedule exports. |
| Our opinion | These reports are ideal for teams needing to reconcile inventory movements with financial records. The ability to drill down and customize adds serious analytical flexibility. |
| What to do next | Set up your report filters based on item types, adjustment reasons, or warehouses — and schedule recurring exports to keep your inventory records aligned and audit-ready. |
✅ Quick Takeaway
Track stock changes with precision — use these new inventory adjustment reports to improve oversight and control over inventory operations.
Zoho Inventory Add-On Updates
Workflow Automation for Packages and Shipments
Zoho Books now supports workflow automation for both Packages and Shipments, allowing you to streamline fulfillment processes with rule-based actions.
💡 Key Insights
| Category | Details |
|---|---|
| Why it matters | Automating routine actions like email alerts or field updates improves operational efficiency, reduces manual errors, and ensures consistent communication throughout fulfillment. |
| How to use it | Go to Settings > Automation > Workflow Rules, choose Packages or Shipments as the module, set your execution criteria, and configure actions like alerts or webhooks. |
| Our opinion | A powerful addition that helps businesses scale their order management while minimising manual intervention — especially useful for high-volume operations. |
| What to do next | Review your packaging and shipping workflows and identify repetitive tasks that can be automated — then create rules accordingly to save time and reduce delays. |
✅ Quick Takeaway
Turn shipping into a hands-off process — automate alerts, actions, and updates for Packages and Shipments in Zoho Books.
Skip Carrier Email Notifications for Shipments
Zoho Books now lets you control whether or not shipping carriers send email notifications to your customers — giving you greater flexibility over customer communication.
Key Insights
| Category | Details |
|---|---|
| Why it matters | Not all businesses want carriers sending automated emails directly to customers. This update lets you manage communications from a single source to ensure brand consistency. |
| How to use it | When creating a shipment, enable the Skip Email From Carrier checkbox. This setting is saved as your default preference for all future shipments. |
| Our opinion | A small but meaningful enhancement — it gives businesses more control over customer experience, especially those using branded or white-labeled shipping communications. |
| What to do next | Review your current shipping workflows and decide whether carrier notifications should be disabled. Train your team to use or update this setting based on your preference. |
✅ Quick Takeaway
Keep customer communication on your terms — skip automatic emails from carriers when creating shipments in Zoho Books.
New Shipment Details Report
Zoho Books has added two new reports — the Picklist Summary Report and Picklist Details Report — to give businesses deeper visibility into picking operations.
💡 Key Insights
| Category | Details |
|---|---|
| Why it matters | Tracking fulfillment accuracy and warehouse productivity requires detailed picklist reporting. These reports make it easier to review, audit, and optimise your order picking process. |
| How to use it | Navigate to the Reports module and select Picklist Summary or Details Report. Customise with filters, grouped views, and export or schedule the data as needed. |
| Our opinion | A valuable addition for warehouse and logistics teams — combining both summary and line-level detail gives a complete picture of picklist performance over time. |
| What to do next | Set reporting intervals for your fulfillment team, use filters to isolate exceptions or inefficiencies, and automate exports for regular review. |
✅ Quick Takeaway
Track and optimise picking efficiency with Zoho Books’ new Picklist Summary and Details Reports — complete with advanced filters and scheduling.
Enhancements to Packages, Shipments, and Picklists
Zoho Books has rolled out multiple enhancements across the Packages, Shipments, and Picklists modules — improving customisation, visibility, and compliance workflows.
💡 Key Insights
| Category | Details |
|---|---|
| Why it matters | These updates give users more control over how fulfillment data is captured, displayed, and integrated — essential for tailoring Zoho Books to unique business processes and regulatory needs. |
| How to use it | Explore the Packages, Shipments, and Picklists modules to create: • Custom Buttons, Links, and Related Lists • Lookup & Attachment fields • Custom PDF templates • Custom Views |
| Our opinion | A comprehensive and thoughtful enhancement that enables much deeper flexibility in how businesses configure their fulfillment records and workflows. |
| What to do next | Review your existing fulfillment setup and identify areas where custom fields, views, or documents could improve internal efficiency or external presentation. |
✅ Quick Takeaway
Fulfillment just got smarter — customise layouts, fields, views, and documents across Packages, Shipments, and Picklists in Zoho Books.
Other Feature Enhancements
- Zoho Inventory now supports Dimensions and Weight columns in the Items List View page.
- You can now customise email templates for online vendor payments.
- Zoho Inventory now supports In-Transit status for purchase orders in the list and details views.
- Zoho Inventory also supports WhatsApp notifications for purchase orders.
Wrapping Up the Zoho Books Update – September 2025
This month’s updates further solidify Zoho Books as a powerful, flexible, and compliance-ready accounting platform for growing businesses. From improved inventory and shipment workflows to new reports, advanced automation, and localized compliance support, these enhancements help businesses stay ahead in their financial operations.
As always, Zoho continues to refine and expand the product based on user feedback and evolving business needs. Be sure to explore these new features, configure what works best for your workflows, and reach out if you need help implementing any of them.
Stay tuned — more updates are just around the corner!
Want help implementing these features or optimising your Zoho Books setup?
👉 Get in touch with the team at Goldstar IT — we’ll help you make the most of what’s new.