At Integs Cloud, we believe in working smarter, not harder—and with the latest Zoho Books updates, you can do just that. These fresh features are designed to take the heavy lifting out of your accounting, making your workflows as smooth as silk. From hassle-free tax management to seamless payment solutions, the October 2024 updates are packed with tools to keep your business running like a well-oiled machine. Let’s dive into the key highlights that will help you stay ahead of the curve!
1. Zoho Payments for Zoho Books: Your Money, On the Move
Ever feel like you’re chasing your tail when it comes to collecting payments? Well, not anymore! With Zoho Payments, you can now streamline the payment process right inside Zoho Books. Say goodbye to delayed payments and hello to secure, daily payouts. Whether your customers prefer credit cards, net banking, or UPI, Zoho Payments has got you covered.
Currently available in India (and in early access in the U.S.), this feature is a game-changer for businesses that want to keep cash flow rolling in smoothly.
2. Keep TDS Tax Management in Check(India Edition)
As tax rates change faster than the weather, it’s crucial to stay on top of them. Zoho Books has introduced the option to set an applicable period for TDS rates, helping you keep everything up to date. Once the period expires, you can’t apply the old rates, ensuring you’re always in line with government regulations.
This feature is your safety net for compliance—because when it comes to taxes, it’s better to be safe than sorry.
3. Multitasking Made Easy with Minimized Web Tabs
Do you ever feel like you need an extra set of hands to keep up with your workload? The new minimized tab view lets you juggle multiple tasks without breaking a sweat. Now you can minimize your web tabs and hop between modules without losing track of what you’re working on. It’s like having your cake and eating it too—productivity at its finest!
4. Assign Company IDs to Customers and Vendors (Global Edition)
In today’s globalized world, keeping track of customer and vendor information is no small feat. Zoho Books’ new Company ID field simplifies this by allowing you to store unique identification numbers for each business. Whether it’s the SIREN number in France or any other regional ID, this feature ensures your records are as organized as a filing cabinet.
5. Envia Integration: Your Shipping Solution in One Click
Shipping operations can feel like navigating a maze, but with the new Envia integration, Zoho Books makes it a walk in the park. You can now generate shipping labels, track real-time rates, manage stock levels, and even automate repetitive tasks.
This integration is a perfect fit for businesses that use the Zoho Inventory Add-On, streamlining logistics and saving you time.
6. Advanced Searches in Manual Journals: Zero In on What Matters
Tired of searching for a needle in a haystack? With Zoho Books’ new advanced search for manual journals, you can now filter entries by customer or vendor name. It’s a small change, but it packs a punch in terms of efficiency—saving you time and headaches.
7. Automate Workflows with Custom Triggers
Set it and forget it! Zoho Books now allows you to customize workflow triggers based on specific actions or events. This means you can automate tasks across multiple platforms, like creating a lead in your CRM every time an invoice is generated in Zoho Books. On top of that, you can export workflow logs in CSV or XLSX format to keep track of everything.
This feature is the perfect example of “work smarter, not harder.”
8. Other Feature Enhancements
- You can now associate TDS at the line-item level for more accurate tax management (India Edition).
- Enhanced filtering options in Activity Logs and Audit Trail reports help you stay in control of your financial data.
- AR Aging Summary and Details reports now come with advanced filters and groupings, making them easier to navigate and customize.
Final Thoughts
In conclusion, these updates are more than just bells and whistles—they’re game-changing tools that will help you simplify accounting, boost compliance, and streamline operations. As your trusted Zoho Solution Partner, Integs Cloud is here to ensure you get the most out of Zoho Books, whether it’s managing taxes or automating tasks.
Ready to jump in? Contact Integs Cloud today to explore how these updates can help your business run smoother than ever!
