Zoho Books | Product updates | August 2025
We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar, where you can manage all your widgets, to Zoho Payments payment flows integrated into Zoho Books, explore what’s new to improve your bookkeeping experience.
Introducing the widgets panel in Zoho Books
We’re excited to launch the widgets panel. Located in the right sidebar (RHS), this panel gives you quick access to Announcements, Webinars, Page Tips, Extensions, Contextual Tasks and Chat, WhatsApp, and Zoho Notebook.
Bulk validation of HSN/SAC codes
Under GST regulations, all HSN or SAC codes in a transaction must be valid. Zoho Books lets you fix invalid HSN/SAC codes for the current filing period or a selected date range from the Validate HSN/SAC section in the GSTR-1 HSN summary. A new HSN/SAC Update History section in the GST filing dashboard lets you track the status and view the updated transactions.
Zoho Inventory add-on updates
Improved export of composite items
With this enhancement, exports of composite items with more than 25,000 records will be processed as a scheduled job. Once processing is complete, you’ll receive a summary email with a download link.
Column customization in purchase receives
We’ve added support for customizing columns on the purchase receives list page.
Shipment details report
We’ve introduced the Shipment Details report, which gives you a detailed view of all shipments made over a given period.
Introducing replenishments
Replenishments help restock low-inventory items based on parameters such as the reorder level, maximum stock and order type. Replenishment tasks are generated on the configured schedule and can be used to create purchase orders or transfer orders. They ensure accurate restocking at the item or warehouse level, preventing stockouts and overstock.
To enable replenishments, go to Settings > Items > General > turn on the toggle next to Replenishments.
Advanced inventory tracking with unit conversion
We now support unit conversion for batch- or bin-tracked items. You can buy, sell or move inventory in the units of measure of your choice, even when advanced tracking (batch/bin) is enabled.
Custom views for sales receipts
You can now filter your sales receipts by creating custom views.
Other feature enhancements
You can now scan and add items directly to item lines. If the same item is scanned multiple times, the quantity on the existing line will increase automatically. For items with advanced tracking (serial or batch number), the item and its tracking details can be captured in a single scan. Scanning a serial or batch number will add the item with its associated tracking information.
You can also see accounting credits applied to invoices and bills in the respective customer and vendor statements.
We hope you enjoy these new features and enhancements in Zoho Books. Take some time to explore the latest updates. We’ll be back next month with even more, as part of our ongoing commitment to improving your accounting experience.
If you need help, feel free to contact us at: support@zohobooks.com.
Best regards,
The Zoho Books team