Zoho Books
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169 results found
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Provide option to view unbilled hours in terms of total $ in the project summary on the dashboard
In the Projects section of the Dashboard, I can view how many hours are currently unbilled, but as different projects (and tasks) often have different hourly rates, it would be helpful to me to be able to see the total unbilled $ associated with these projects (and not just the # unbilled hours). This would help me have a sense of what to expect cash flow wise with my next set up of invoices and not have to click into each project and then tally them up to do so!
9 votes -
something happened with a recent update. When entering timesheets the "notes" box is now very tiny.
something happened with a recent update. When entering timesheets the "notes" box is now very tiny. Please make box bigger so we can see the details we are entering.
1 vote -
Create a ZenDesk App specifically for logging time against projects
I would really like a ZenDesk app that would have two functions.
It would lookup the customer by matching the ZenDesk "organization" name to the customer company name.
It would then filter to show projects associated with that customer. From there someone could easily select the correct project and task and then if it filled in the ticket ID and subject from the ZenDesk ticket into the notes field for the time entry on the project that would make logging time through ZenDesk super easy.
6 votes -
Allow projects to be set up as fixed fee but invoice can show tasks and cost per task instead of only by hours and hourly rate
Most of my projects are fixed fee by task, but I still track the hours by task. I want to show each of the tasks as a line item on the invoice but I want to bill by fixed fee and not by the hours spent. The hours spent are only for my internal information.
10 votes -
Internal projects
Ability to create and budget for a project that is not attached to a specific customer, i.e redesigning our own website.
We would still like to track expenses and hours spent even though it will never be billed to a customer.
3 votes -
have the ability to close project tasks
It would be really helpful to be able to make project tasks closed so time can no longer be booked to parts of a project that have been completed.
If this was a tick box then if a task was ticked it could be unavailable in the time entry.1 vote -
Option to round up project time to the hour
Currently project times can only be rounded up to 30 minutes. Requesting that the option to round up to the hour.
3 votes -
Timesheet Filter
It would be helpful when using the All Timesheet screen to filter out inactive contacts from the customer drop down menu.
6 votes -
Allow automations from and to projects modules
I would like to create workflows and automations from the projects module, either in books or using flow, but I cannot select the projects module anywhere. Something is already in place as you can create a project from an estimate, but I cannot link the different fields either.
2 votes -
Enhanced timesheet entries list in client portal
- Add username to the timesheet entries list in client portal. 2. Allow filter by Date Ranges, Tasks, Users 3. Add Sort options 4. Allow for export / print.
1 vote -
Cost Plus on Expenses
Projects needs the ability to have a cost plus on expenses for billing purposes. When setting up the project simply put a percentage to add on all expenses and when billing expenses are marked up by that amount. Most of. our jobs are by Task Rate and Cost Plus on Expenses
15 votes -
BOQ
Hi, Is there an option if i can make BOQs
Regards
Noeline
1 vote -
Add goods sold to timesheet
It would be nice to be able to add goods sold like you can add expenses to timesheets. Items that are sold are different then expenses because goods sold will have a markups and ossible sale tax were as expenses do not. Right now if I sell something to my customer through out the month I have to remember to add the item to the invoice after I great it through timesheet at the end of the month. It would also be nice to setup task as tax exempt. Labor doesn't get sales tax add to it but by default…
7 votes -
Addition of units measurements for payments in projects and keeping a track
In the project section, can payment terms not be in units of Kgs of job done, as some contracts might be paid in kgs of items prepared for the client. it could spill over to estimates too.
1 vote -
Work In Progress Accounting for Zoho Projects
WIP accounting is important for businesses with project sales. This will automate necessary accounting entries and avoid mistakes
15 votes -
Ability to apply a credit memo to a project to keep the project budget accurate
When a project task is billed, and then subsequently credited back, the project budget for that task needs to be credited also or the budget to actual of the project task is incorrect. There is currently no way to apply negative time to a project task, or any other way to correct the hours to the task if they are in need of a downward adjustment
28 votes -
Projects by man-days
Not every one bills in hours. Many of us bills in man-days. The app should have ability to create projects and raise invoices by man-days. I should be able to log in hours but the invoice has to be in man-days.
22 votes -
Time Tracking Project view should include column for unbilled hours
Projects view should show unbilled hours, also it has a column called rate but it has nothing in it?
4 votes -
Log time for another users and sub contractors
As an admin you should be able to add time to a project for another users. I would also like the ability to create subcontractors without having to create a user account for them. Thanks.
1 vote -
Project Completed / Finished
It would be great if we have an option to mark the project as completed or finished. So we don't need to keep all the projects in same list or at least we will know what are the on going projects and what are the finished projects.
10 votes
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