Zoho Books
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169 results found
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Add parameter 'Status" to "Timesheet Details" report
Add parameter "Status" (All, Invoiced, Unbilled, etc.) in "Customize Report" option for report "Timesheet Details"
9 votes -
Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea.
Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea
4 votes -
Project sorting option by date
It would be nice if we have an option to sort the project both on the Dashboard and on the Project section too to sort by date so we can easily recognize which project came first.
6 votes -
Improve the search-bar in the timesheet Weekly Time Log view.
Only possible to search with the project name prefix. Complicated to find a project among hundreds
33 votes -
Job Card Systme
A Job Card system suitable for exmaple for Auto Workshops.
Where you can book a vehicle in and also print the Job Card for the customer, then do you work and analysis on the Job Card. Timesheets does not work for this.27 votes -
the ability to add items to projects
the ability to add service items to projects in addition to "tasks"
7 votes -
Show how much time has elapsed for a task on Timesheet
Hey there!
It would be really awesome if you could see how much time has elapsed once you click on the start button. You can add a dynamic timer onto the
Timecell for the task.Thanks guys!
2 votes -
add the ability to invoice a % or fixed amount from the total of a fixed price project
Large projects are often billed in 3+ invoices at varying percentages or fixed amounts. For example, I need to invoice 25% upfront, 25% halfway, and 50% upon completion.
7 votes -
Track Project Spending/Expenses
I am desperate to be able to track proper project spend. I cannot produce a report that shows expenses. I can only attribute a purchase to a project by raised it as an expense. That is then not trackable and is logged as paid. I find this very frustrating. Please can you change it so bills can be project related. I would also like a report that tells me how much I have spent on a project in money, not time.
19 votes -
Enable billing method to be based on project days, not just hours
It would be really helpful to have the option of billing by day as a billing method, not just by hours.
18 votes -
Add a way to template invoice preferences for projects
The majority of our projects are invoiced with the same fields.
We have a project template that we clone.
The cloned projects inherit the invoice preferences of the original.
But - if you edit or rename the project after the initial clone, the invoice preferences re-set.
It is annoying to have to constantly re-set the invoice preferences.
If we could set our default preferences we would only need to deal with them occasionally4 votes -
Be able to print individual project/task timesheets and link with invoices
I need to send timesheets with invoices to clients and it would be extremely useful to be able to pull up individual client (customer) timesheets rather than bulk export and have to separate them all out.
Even better would be the ability to automatically link the timesheet for a particular period with the invoice when setting the billable time.
15 votes -
Allow incremental billing
Add the ability to bill in increments. Allow us to set the number of minutes by which to increment by so if you set your increment to 15 minutes and you have a task that took 13 minutes, it would automatically round up and bill at 15 minutes.
5 votes -
work order
We think and need in Work Order Module to manage our work orders.
Fields like Work Name, Work Detail, Problem / Solution, Start Time, End Time, Asigned to, Due Date, Materials List, Estimate Cost and others like that can be very useful.
We are working with Some Apps to do our work but the very important think will be Make a Work Order, and when finished Invoice it from the invoice module.10 votes -
Recurring invoices that includes unbilled time entries
As a services business we automatically invoice many of our clients monthly for services and need to track the time of our consultants against these monthly services. We have recurring invoices set up, and we have projects and timesheets set up, but there doesn't seem to be a way to connect them. I don't want to manually create an invoice from each project each month yet there doesn't seem to be an option to create a recurring invoice from a project.
10 votes -
Timesheet/Support Staff User Role
Be able to have more granular control of user roles, in order for employees (i.e. support team), not to be able to see sensitive information of the company (i.e. invoices, expenses, customer balances, etc.). In addition to current timesheet access, I would like to be able to give my support employees to:
1. Create new tasks (currently they can only select from existing tasks)
2. Have the ability to create Fuel/Mileage expenses when they travel to customer site for support14 votes -
Create Complete Projects
- Create a Project, for example - Project A
- We will add, Client Details, Billing Address, Shipping Address, email Id, tel number etc. (this could also be an existing client in my contacts)
- We will also add other contacts associated with this project (could be new or they could be existing contacts in My contacts)
- We can then create estimates / invoices related to this project and its details.
- This way different projects with different clients or same clients can have common contacts, who can view all documents (estimates / invoices etc.) with a single login id and password. which is…
12 votes -
the option to convert an estimate into project where each line item would become a task
I would like to create an estimate to send a client and once approved convert into a project so the hours can be managed. Each line item in the estimate would be a project task. Once the project is complete convert to an invoice and send.
118 votes -
Allow rename of Projects and Tasks
After a project or task has been invoiced, you cannot rename it. While I can understand why (referential integrity in the database), this is a terrible restriction. Prior invoices with the old name shouldn't need to be affected, but sometimes details of a project evolve, and renaming is helpful (especially if you discover a typo).
8 votes -
Allow to enter notes in weekly time log
It only allows project, task, and hours. If I could enter notes right there, too, it would be great.
26 votes
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