Cash is King: Cash Flow Statement in Zoho Books

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Real physical cash is what keeps your business running. It helps you pay your employees, make prompt vendor payments, juggle your marketing budget, meet unforeseen emergency expenses etc.

Isn’t it surprising, nay, shocking then to find that many businesses don’t know how much cash they have in their kitty at a given moment of time? And, when accessing this information is difficult, taking adequate action when cash levels fall below a certain threshold isn’t easy either. That could upset the best laid plans of any business.

We wanted businesses regardless of their size, not to get caught unawares but to overcome such a situation. So the team behind Zoho Books, the makers of your favorite

online accounting software
, has come up with a nice

cash flow report
. This report pretty much summarizes everything that has to do with your cash & cash equivalent accounts like checking and savings accounts. It shows you how much cash you have at any given time interval – the money that is coming in due to your day-to-day activities like selling goods or services, the amount that you raised for financing and where you have invested your cash.

The cash flow report tells the ultimate truth. Unlike the ‘Balance Sheet’ or the ‘Profit & Loss Statement’, it remains largely unaffected by accounting idiosyncrasies. We encourage you to make use of 

this report
 and we believe it will help you excel in cash flow management. May your cash registers keep ringing.  Until next time …

Cash Flow Statement in ZohoBooks

We love to hear your views. Write in at support [at] zohobooks [dot] com or drop a comment right here. For latest updates, follow us on Facebook & Twitter.

Introducing ‘Zoho Discussions for Google Apps’

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The last 2 Tuesdays saw

Zoho Reports

Zoho Wiki
 debuting at the Google Apps Marketplace. The star of this week’s Google Apps Release is Zoho Discussions.

Zoho Discussions is about making decisions from discussions. The members of a community can share ideas, report problems & ask questions, in addition to other discussions from a single point. Zoho Discussions brings everything under one roof to engage the community. 

Last week, we’d introduced 

private communities in Zoho Discussions
. Now, we’re extending this enhancement to Google Apps users as well. With Zoho Discussions’ private community, organizations can bring people together and make decisions quite easily.

Here are the highlights of Zoho Discussions – Google Apps integration,

  • Single Sign-On (SSO)

    : Once Zoho Discussions is installed in your Google Apps domain, your users can start using it conveniently right from the universal navigation bar in Google Apps.

  • Add Google Apps Users

    : The members of Google Apps account will be automatically added as members of the associated Zoho Discussion Portal.

  • Attach Google Docs Documents

    : The users can directly attach a Google document while posting a new topic/response in Zoho Discussions.

  • iGoogle Gadget

    : We also have a Zoho Discussions gadget which can be embedded right inside iGoogle, Gmail or Google Sites. 

Take a quick look at the Zoho Show slideshow below for more details.

With popular clients like

 having implemented it, Zoho Discussions is definitely the ace amongst discussion portals. Try it out and do let us know your feedback.

Offer Support from Your Own Domain using Zoho Support’s ‘Domain Mapping’ Feature

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Ever since we launched Zoho Support, our

web-based help desk software
, we’ve been receiving many requests for customized domain name support. We’re happy to share that Zoho Support now has this feature, enabling you to offer support directly from your domain. Both your customers and support reps can now access Zoho Support from a URL like say,

Please note that this feature is available only in Zoho Support paid plans.

Here are the step by step instructions for mapping your domain URL:

  1. Create a CNAME entry in your website’s (domain’s) admin panel (let’s say, support) and point it to  
  2. In Zoho Support, click on



    Admin Settings


    Domain Mapping

  3. In the

    Domain Name

    field, provide your domain URL.

  4. Click


That’s about it. You can now start using
 as your support portal URL. 

Hope you like this feature. As always, we would like to hear your feedback. Either add your comments here or write to us at

Introducing Private Communities in Zoho Discussions

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For over an year, Zoho Discussions has been helping businesses and non-profit organizations create and foster communities that involve and empower its members and help crowd-source decision making.

One of the design goals of Zoho Discussions was to reduce the amount of technical expertise administrators needed to setup and maintain an user community. But one of the things we’ve heard loud and clear is that many of our customers did not find the initial setup process as easy as they’d like it to be. The main reason was that Zoho Discussions setup management had so many options and controls that it took some time to get used to.

We also realized that our customer base was broadly split into two main segments – those who wanted to setup a private community (for improving employee engagement, supporting private beta launches etc) and those who wanted to set up a public customer support community.

Based on the feedback and customer profile segmentation, we have improved our sign-up and community-creation process focusing on streamlining two key scenarios: private communities and public customer support. When you sign-up for Zoho Discussions, we make it easier for you to quickly get started with one of those two options, and we quietly set on the background a number of parameters you previously had to deal with yourself manually.

This segmentation runs deeper into Zoho Discussions than just settings changes. For instance, you can get a fully powered PRIVATE community for Free – as opposed to paying hundreds of dollars a month for “enterprise plans” of other similar products.

We have also introduced a new getting-started walk-through guide that takes you through the most common settings.

Currently, we also offer a free, no-commitment consultation and implementation support. If you want to explore the feasibility of rolling out Zoho Discussions for your business / project, do get in touch with us.

Custom CRM built using Zoho Creator: A video case study

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Tod Maffin is a keynote speaker from Vancouver, Canada. A thought-provoking digital marketing analyst, he is the COO and senior strategist at tMedia Strategies. Adding to the many hats he wears, Tod is also one of the podcasting pioneers of Canada. We came across a

 from Tod which said he built his custom CRM entirely on the

Zoho Creator
 platform. That piqued our interest and we asked him about his Zoho Creator CRM app. Tod had an interesting story to tell. 

He was using a CRM system (non-Zoho), exclusively made for keynote speakers. But he soon realized that not all speakers have similar requirements and he didn’t need a full-fledged CRM. He felt he was paying $100 a month for a good many features he never used (in addition to the few ones he did like). Luckily, he stumbled upon Zoho Creator. He then built a custom CRM using Zoho Creator, consisting only of those features he needed. Tod says the web forms that link to his website and the automatic notification emails he get, are helping him get more speaking contracts. (but we believe, more than his custom built CRM, it’s his energetic and jargon-free presentations that are getting him those opportunities!) Not just that, Todd uses his Zoho Creator

 to build a line of applications for his personal needs as well. All this saves him a lot of money.

We asked him if he’d like to share his story with the Zoho Creator community and he was more than happy to shoot the above video testimony for us. Thanks, Tod.

Enhancements: Add Bug Comments via Email, All Milestones View and Reorder Milestones

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Here’s a quick rundown on the recent feature enhancements to Zoho’s Project Management Software

Collaborate via email, now for the Bugs module!
We’ve enhanced the bug comments feature. Previously, you had to login to Zoho Projects and post comments directly under each bug. But now, you can add a comment by just replying to the bug notification email you get. Also, you can attach files to a bug by email too.

A sample screen grab of the unique bug email address.

Here’s the bug comment added via email.

Set Notifications for Reporter / Assignee of Bug Comments

Whenever you add a comment to a bug, you can set email notifications for the Reporter / Assignee. When a comment gets added to the bug the next time, the Reporter / Assignee will get notified by email.
Get to know more about the email collaboration in Zoho Projects at

Reorder your Milestones
You can now reorder your milestones using the Reorder button.

All Milestones View

We’ve now furnished an All Milestones view which shows Upcoming, Overdue and Completed milestones across all projects of your portal. This view is available for you in the My Home tab. So, you will no longer be limited to viewing milestones for a single project alone.

Visit Zoho Projects, to try out the new feature enhancements. And of course we love to hear your views. Write in at or drop a comment right here.

Announcing: Zoho Wiki for Google Apps

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Last week we introduced

Zoho Reports for Google Apps marketplace
and it got an encouraging response. Thank you all for the installs, comments and the emails. Continuing our unveiling of 5 Zoho apps for Google Apps marketplace, we’re very pleased to present to you our app for this week -

Zoho Wiki for Google Apps



Zoho Wiki
, you can easily create online workspaces for content sharing within a group. Create personal / public / private team wikis and start collaborating with your project teams, clients & partners across the globe. No special technical knowledge is required to set up the wiki and you can get started within minutes.


Zoho Wiki – Google Apps Integration:


Zoho Wiki has several

integration points with Google products. Here are some highlights:

  • Single Sign On (SSO):

    Domain admins for Google Apps can add Zoho Wiki to their domain through

    Shop the marketplace
     link in Google Apps. Once Zoho Wiki app is
    added to the domain, all the users in that domain will have access to
    the service through Google’s Universal Navigation bar.

    Click on the app from the universal navigation bar to open Zoho Wiki in
    a new browser tab. The single sign on lets the users directly login

    to Zoho Wiki, thereby streamlining the workflow for both Google Apps and Zoho Wiki.

  • Attach Google Docs in Zoho Wiki:

    Zoho Wiki integrates with Google Docs as well. You can add more value
    to the wiki page by attaching the relevant Google Document(s) to the page.

  • Share the wiki to your Google Apps users:

    Sharing your Zoho Wiki with other Google Apps users is a breeze, thanks
    to the tighter integration between Zoho Wiki and Google Apps. You can create targeted workspaces for knowledge sharing, e.g., organizations can create
    different workspaces for each team or project.  Each workspace acts as
    an independent and fully customizable portal. Once you have created
    your workspace, you can invite all the stakeholders too. It doesn’t
    stop with sharing, you can assign permissions for users as to who can
    edit the document, who can just view and who can comment.

  • Google Gadgets integration:

    Zoho Wiki also allows you to personalize the dashboard page with Google
    gadgets. You can make your content a lot more interesting by adding
    widgets like,

    • Google Translate
    • Google Photos
    • Your favorite iGoogle gadgets
    • Google Analytics code to track website statistics
    • Google Custom Search option


much more

Take a look at this Zoho Show slideshow to know more about the integration.

Do give

Zoho Wiki for Google Apps
 a spin and let us know your feedback. We’ll meet you next Tuesday with yet another app for the Google Apps Marketplace. Till then, adios :)