Zefty product updates: what changed from November 2025 to April 2026
Six months of Zefty updates: onboarding documentation, an in-app support form, a complete French experience, new public pages, sync reliability and admin tools.
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Zefty blog
Plain-language guides on EFT 1464 files, CPA 005 compliance and paying vendors from Zoho Books.
15 articles
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Multi-entity accounting: managing several organizations in Zefty
How Zefty handles multi-entity accounting: one Zoho Books connection and one subscription per organization, New organization in the tenant menu, shared users.
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Storing vendor banking details in Zoho Books: custom fields vs bank accounts
Two ways to store vendor transit, institution and account numbers in Zoho Books for EFT: the vendor bank account Zefty reads by default, or custom fields.
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Manual EFT files vs automation: the real cost of 3 hours a week
A worked example, with stated assumptions, of what hand-built EFT 1464 files cost a small finance team a year, and what changes with automation from Zoho Books.
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Month-end accounts payable checklist for Zoho Books users
A practical month-end checklist for accounts payable teams on Zoho Books: sync, review vendor banking details, run EFT payments, reconcile and close cleanly.
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Test mode: validating your first payment file safely
Test mode generates a real EFT 1464 file, marked as a test, without posting anything to Zoho Books. A checklist for validating your first file with the bank.
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Partial payments and multi-bill batches: getting the most from one EFT run
How Zefty turns a selection of Zoho Books bills, partial amounts included, into one EFT file with a single credit per vendor and a matching Zoho payment.
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Using Zoho Books custom views to control which bills you pay
Custom views let you decide exactly which Zoho Books bills reach your payment screen. Here is how to build one, find its ID, and activate it in Zefty.
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Setting up a Zoho API client for Zefty (US vs Canada data centres)
A step-by-step walkthrough of the Zoho API console: choosing the right data centre, creating a Server-based Application and fixing a failed authorization.
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Zefty turns your unpaid Zoho Books bills into a CPA 005-compliant EFT 1464 file your bank accepts, then records the payment back in Zoho Books.