To set up POP account in Zoho CRM. Added the option to display the Account Code and Running Balance in the Account Transactions report. 



Send Customer Statements in bulk. As of now, WePay can only process transactions for businesses registered in the United States and can only accept payments in USD. Added support for advanced search by Projects in Credit notes, Retainer Invoices, Sales Orders, Purchase Orders, Vendor Credits, and Manual Journals. Make remarks, add multiple notes, and view them under Contacts Overview. Introduced GSTIN validation within Zoho Books. (UAE, KSA and Bahrain). EC Sales List and VAT MOSS reports are now available even for the users in the basic plan of Zoho Books (UK). Customization options added to Payables Vendor Balances Summary and Details report. From here, you can set up Stripe and receive payments from your customers using two different methods: 1. Credit Cards Transaction charges After the payment is processed and confirmed, the last 4 digits of the card along with the month and year of expiry are stored in the payment details section of Zoho Books. The online transaction fees will depend upon the charges specified by Braintree. 
Track your Vendor Advances in an Asset account called Prepaid Expenses. VAT MOSS has been added to the UK edition. Support automation workflows for banking related entities such as Transfer funds, Card Payments, Owners Drawings, Deposits, Owners Contributions, Expense Refunds, Other Income, Interest Income, Refund/Credit (from credit card accounts), and Chart of Accounts. You can now make multiple Inventory adjustments at once. Ireland +353 1 886 5684. Bcc field is now supported in all emails (except for Payment Reminder, Thank You and Invitation emails). $200. Provided the option to prevent changes from being made to invoiced estimates. Provided the option to Group By customer name in the Sales by Item report. Option to add hyperink in template's header, footer. Provided the option to view stock on hand, committed stock and stock available for sale. The Zoho & PHP Developer shall be responsible for designing and implementing critical customer-facing solutions, mainly on Zoho platform. GST Filing Approval for GSTR-1 and GSTR-3B ensures that your GST returns are error-free. Launched the Vendor Portal to make collaboration easier between Zoho Books users and their vendors. Associate tax while creating purchase orders. Provided option to submit and approve the transactions in bulk for bills, purchase orders and vendor credits. The online transaction fees will depend upon the charges specified by WePay. Excess payments or advance payments made by the customer can now be refunded. Key Features: Tags : RESOURCES Help Documentation. Give your sales team a 360-degree view of your customer data with the Zoho Books integration. You receive your payments instantly. How to MOOC: Social Media in the Corporate Classroom, Part 2. Added support for bulk updating the Projects/Customers and Reporting Tags in Invoices/Bills. Added multi-select data type for custom fields. Ecommerce Merchant Code and Ecommerce XML Password should be the same as in the Worldpay Virtual Terminal. Zoho Books is an easy-to-use, online accounting software designed for small businesses to manage their finances and stay on top of their cash flow. Zoho Books is a smart online accounting software that will streamline your back office operations, automate business workflows, and help you securely collaborate with your accountant online. Users can now unfile GSTR-1 in Zoho Books. The payments held by WePay will be refunded to the customers if the bank account is not setup in 30-days from the day of receiving the first payment. Provided up to 30 option fields for the multi-select data type. In addition, we are able to offer in-depth Zoho CRM support and training as well as keep you updated on software upgrades and new features direct from Zoho as they are released. Option to enable or disable the Tax summary table for Invoices, Credit Notes, Sales Orders and Estimates. Integrated with Uber to pay your employees' rides with the monthly statement forwarded from your Uber for Business account to Zoho Books. Enabled the option to add a different delivery address using the Place of Delivery Field in e-Way Bill. This was initiated by us to avoid confusions with respect to various payment gateways as different payment gateways have different validations. Integrated Zoho Books with Mercado Pago to allow users in the LATAM region to receive invoice payments effortlessly (Global). Allows for seamless accounting by exporting all the data required by your tax advisor from Zoho Books to DATEV. Export customer and vendor statements in XLS format. Added a preference to hide zero-value line items. Click an amount to view the drill-down of it. View the Written off invoices by filtering them. Provided an option to include Payment Terms Sales and Purchase Orders. If you’re wondering whether you can import/export expenses into your books, you don’t have to! Split the Contacts module into Customers and Vendors modules. Introduced a column in the tax summary table to show the total of the taxable amount and the tax amount. Provided the option to include accounts with zero balance to the profit and loss account. Advanced search inside projects & timesheets. Provided the option to mark Sales Persons as mandatory fields. Pick import files from cloud applications. U.S edition supports automated sales tax calculations. Error messages with error codes will be displayed in the client portal to help identify and resolve payment related errors quickly. Get started today. Record bulk payments for bills you have created. Support for decimal places in batch tracked items has been provided. Bank Accounts using Stripe ACH (Global and US editions) Added a status check for the ICICI Bank integration to check the progress of the integration (Indian edition). View all the stock levels, prices and other item details in your sales order from the contextual sidebar that appears when you click an item. Choose the type of information you wish to capture with custom fields in Contacts, Estimates, Invoices, Sales Order & Purchase Order. Launched the Zoho Books app for Windows 10 users with the native windows features. Users can now generate reports based on purchases by items. Provided the option to skip address verification while creating shipments using EasyPost (For organizations with Zoho Inventory). Introduced: the What's Next section for providing navigational assistance for users in the Invoice module. Introduced the Show/Hide Columns, Advanced Filter and Group by options in Refund History report under Payments Received. 
Enhancements to Forte and Authorize.net integrations. Provided the option to bulk update fields in invoices. Introduced Audit Trails with version history to keep track of changes in transactions (for the UAE and KSA editions). Tracks inventory, generates reports on time and files your GST returns on time. Provided the option to export the current view of data across different modules in Zoho Books. Edit HTML content of email templates and reminders under 'Settings'. In the screen next, enter the bank account informations to which the funds has to be transferred and click on, You will be redirected to WePay to finish the action. Multi-currency expensing and accounting. Provided the option to import and export bills along with their supply type details (Out of Scope, Non-GST supply) in Zoho Books. In order for customers to make ACH payments, you need to enable Allow this customer to pay via his/her bank account option for your customers under Contacts edit section. Included Tax as a criteria for creating custom views. Show/hide the Invoice Number and Invoice Date fields in Credit Note templates. For custom fields with the Dropdown and Multi-Select data types, options can be added in bulk. To set up a payment gateway, click the Gear icon on the top right and select Integrations. Allows for seamless accounting by exporting all the data required by your tax advisor from Zoho Books to DATEV. Revamped the payment pages in the client portal. 2CO Account No: Enter your 2CO Account no provided to you. Enabled the option to switch bank accounts for fetching live bank feeds. © 2020, Zoho Corporation Pvt. Added batch tracking for composite items and bundles, in the Zoho Inventory add-on. Associate different prices to an item right from the Item details page under the Associate Price List section in the items module. Edition). Profit and Loss reports are now updated with columns that depict your income and expense percentage for all your accounts. You’ll find the list of payment gateways that Zoho Books supports. Associate a contact person to all existing draft transactions at once when a contact person is created. Provided the option to mark a cess created as Kerala Flood Cess (India). Introduced the option to view the line item images in purchase order, bills, recurring bills and vendor credits creation pages. Now choose Online Payments. Introduced custom layouts and printing options for reports. Tap the push notification you received on your device. To edit your WePay profile or to view transaction history. Know when your clients view their estimates and invoices. Introduced the Accountant role in Users and Roles. Fixed an issue for text hyperlinked with a URL. Pre-filled the dates for fetching transactions from Token while re-connecting it. Here the setup is pretty easy, with no coding required, whole it is absolutely free for core features, and there is also a 14-day trial of … Added the ability to configure role-based permissions for each report. Added … The confirmation link sent to your email will expire in 90 days. JULY 10, 2014. Increased the limit of the items for which price lists can be created up to 1000 items. Added support for linking the ICICI Bank Eazypay Account to the ICICI Bank CIB portal (Indian edition). 
Tax Payments and Tax Adjustments for Avalara integrated organizations supported. Please keep that email at hand while filling the details for Payflow Pro. Password: Enter your Payflow Pro password. The Sales by Item report can now be filtered based on the custom fields created for items. By providing direct training and support, a partner can help you make the most of your technology investment. 6. The Forte Payment Gateway is now integrated with Zoho Books. Introduced Custom Schedulers to the Automation module in Zoho Books. Frequently Asked Questions. Added the functionality in Timesheets to stop the timer automatically after it breaches the maximum hours per day. This timeline will help them to get through setup steps like the payment, collection and direct feeds (Indian edition). ; In the Zoho Mail POP3 Settings page, click “ Add POP3 Account”. With this update, you can create custom fields for manual journals. This account should have been selected with. Zoho Books allows you to configure the number of retries necessary in case of a transaction failure. 
Create Projects with the same name for different customers. You can now make items tax exempt for purchase transactions (UAE edition). This feature is available only for organizations created after 22 Nov 2015. Users can now allow their customers to view their projects and timesheet entries in the client portal. Added support for Desktop Notifications for Zoho Books via your browser. Zoho Books is integrated with major online payment gateways to help you receive payments for your invoices online. Search for any CRM contact while creating a new transaction. Introduced the spreadsheet template for sales and purchase orders. Now, click on the Try WePay button under WePay to get started. In the login page, enter a password for your WePay account and click on Grant Access. Entity-level reports now contain the option to show or hide GST details such as the GSTIN, GST Treatment and Owner Name (Indian edition). Added the option to export in current view for customer and vendor modules. Now set a default payment mode and payment terms for your customers. Sentimental icons have been added for comments received from the client portal. Stripe 2… Zoho Expense - Books Integration. 60 . Provided the option to print multiple invoices. Import and export your Inventory adjustments. Users can mark accounts as active, inactive or delete them in bulk. Excess Payments by vendors can now be tracked under an account of your choice. For organizations integrated with Zoho CRM, the B2B and B2C customers can be categorized by marking them as Individual or Business customers. Enter the following information and click Save. $200. Added Notes for Expenses and Payments Made in the Vendor Statement. Opened support for Reverse Charge in the expense module of UAE and KSA editions. Expense receipts (images and PDFs) can now be viewed right in the Zoho Books interface. Introduced Zoho Books- Zoho People integration. Page Style: Enter the layout of the payment page, that your customers see. 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