Zoho Books: What's New - February 2024

Enhanced Transaction Number Series 
You can configure different transaction number series for your organization's branches right from Settings. You can configure the following options with this enhancement:

• Include placeholders like the Fiscal Year Start Date, Fiscal Year End Date, and more in transaction number prefixes.
  
• Configure when numbering should restart for your transaction series. This is helpful for businesses that reset transaction numbers on a regular basis to track the number of transactions created.
  
• Prevent duplicate transaction numbers in your organization. This is only available for organizations in the Global and India editions. 
  

Note: This feature is available only in the Premium, Elite and Ultimate plans of Zoho Books. 

To configure this feature in your organization, go to Settings > Transaction Number Series under Customisation. Click the Enable Multiple Transaction Number Series button in the top-right corner of the page. 

Aging Summary in Customer Statements 

Display the aging summary of your customers' receivables and credits in their statements. The aging summary table displays the amount you're yet to receive from your customers over regular intervals like 0-30 days, 30-60 days, etc., starting from the latest selected date.

To enable aging summary, navigate to Settings > PDF Templates > Customer Statement. Click the Transaction Details section and mark the Aging Summary checkbox under Document Details.

Zoho Inventory Add-On Updates

Export Integrations Sync History

You now have the option to export the sync history of your records from active integrations in Marketplace. The sync history displays details of the records successfully synced, or failures. 

View In-Transit Stock in Item Details

Get a quick look at the stock details of items that are in transit to your warehouses. To do this, hover over the Stock On Hand column in the respective item's details page. You can also click to view the transfer orders associated to the items that are in transit.

Note: These updates are available only for organizations that have the Zoho Inventory Add-On enabled. 

Feature Enhancements

Export Current View Option for Custom Modules

Apply specific filters and export a copy of your records in custom modules using the Export Current View option. You can access this from the More dropdown in the top-right corner of the custom module.

Basic Calculator Support for Rate Fields in Transactions

Perform basic calculations in the Rate field in the item table in transactions. You can use the following arithmetic operators + - / * and parentheses ( ). This is helpful when you need to make quick tax deductions before entering item rates in transactions.

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