What's new

13 October 2025

Bulk-Update Locations in Expenses Featured

You can now bulk-update locations in your organization while recording an expense. Go to Expenses > Bulk Add Expenses to update your location. This will only be visible for organizations with Locations enabled.

8 October 2025

View Featured Extensions Featured

We have introduced the Featured Extension feature. You can view and add the recently added extensions right from the widgets pane. You can do this by navigating to the All Extensions in the widgets pane, the featured extensions will be listed at the bottom.

8 October 2025

Configure Custom Approvals Featured

You can now create custom approvals for your transactions. Define criteria, and set how your approvals should be applied. You can either set up automatic approvals or rejections, or assign an approver. Go to Settings > Transaction such as Invoices > Approvals to configure it. This feature is only available for certain plans of Zoho Billing.

8 October 2025

Define New Criteria for Subscriptions Featured

We have added new criteria to view your subscriptions. Include the newly added fields; Scheduled Cancel Date, Reactivation Date, Scheduled Update Date, Pause Date or Resume Date, to your subscriptions and define your subscription list using Custom View. The subscriptions that meet your criteria will be listed; helping you streamline your search and saving time.

25 September 2025

Mark Statuses When Recording Payments Featured

Now, you can update the status of a payment as Draft, Void or Paid, when recording a payment.

19 September 2025

Add Images using Custom Field Featured

You can now upload images to your transaction's page by creating an image custom field. View these images on the transaction's details page, and configure your PDF templates to include it in your PDFs. To do this, create a custom field in your transaction and set the data type as Image.

18 September 2025

Bulk-Update for Items Featured

You can now bulk-update item details without needing to edit each item individually. You can update the custom fields, selling price, sales description, and HSN or SAC. Go to the Items list page, select the items and click Bulk Update.

18 September 2025

Create Lookup Fields for Locations Featured

You can now create lookup fields for locations while creating custom fields or custom modules, making it easier to associate your records with a specific location.

9 September 2025

Customise PDF File Names Featured

You can now customise PDF file names using supported placeholders, and add prefixes or suffixes as required. To configure this, go to Settings → Customisation → PDF Templates → Invoices → Configure Export File Name.

4 September 2025

Customise Columns in Timesheets List Page Featured

The Timesheet module now lets you create personalised views by selecting the columns you want to display; making it easier to view and manage your timesheets.

4 September 2025

Create Web Forms for Custom Modules Featured

You can now create web forms to collect data for custom modules. The submitted records will be listed in the 'Web Forms Pending Approval' status. You can then approve and add them to your custom module. This feature is only available for certain plans of Zoho Billing, making it easier to associate your records with a specific location.
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4 September 2025

Enable Custom Modules in Customer Portal Featured

Your customers can now access custom modules directly from their portal. You can configure approvals, permissions, and custom views. Here's how, go to Settings > Custom Modules > the custom module you've created > Preferences and configure 'Show in Customer Portal'. This feature is only available for certain plans of Zoho Billing.

3 September 2025

Increase API Limits from the Dashboard Featured

Admins can now temporarily increase API limits directly from the API Dashboard using the 'Increase Limit' button. Additional API addons can also be purchased via the Purchase API Addon button. This helps handle sudden API usage spikes smoothly, with no delays.

1 September 2025

Add Attachments to Custom Modules Featured

You can now attach documents in custom modules. Upload up to 10 documents per record to keep everything organized and easy to access. To do this, open a record in a custom module and click the 'Attach' icon.