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Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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169 results found

  1. add hours into weekly time log

    Add Hours into Weekly Time Log for another user (not yourself)

    3 votes
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  2. Allow decimal time entry in Android app

    In the web based interface, I am able to enter for example 1.25 hours of time on the timesheet. However, in the android app, I must enter this as 1:15. It's not a huge deal, but accepting 1.25 would make this more consistent and is a fair bit easier to type on phone keyboard as well.

    3 votes
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  3. Implement the creation of a common task list for all projects

    The user should be able to implement and utilize a common task list for all projects to simplify time entry on a project. This would be useful for users who regularly utilize the same tasks over and over. This would enable the user to avoid having to re-create the same tasks for every new project.

    4 votes
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  4. Project or Timesheet Fixed Fee option

    We only have Fixed Fee Projects.

    Need a way to create a projects with tasks that can be set to completed with the option to put the date started and ended.

    Then have proper reporting to view the completion of or the timeline completion.

    Seems this option has been ignored in the past posts and never looked into in either Timesheets or Projects.

    6 votes
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  5. Add billable/non-billable hours indicator to timesheet calendar view.

    We can see the total number of hours recorded for a given month on the calendar view of the timesheet. It would be very helpful to see a split between billable and non-billable hours on both the overall monthly total as well as the weekly totals. As it stands, we need to run reports any time we want an accurate total of billables for the month. This is cumbersome.

    3 votes
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  6. Make Projects Able to Be Bulk Edited

    At the very least I'd like to be able to mark them Active / Inactive in bulk. But there are a lot of other options that could be added to a bulk update feature.

    1 vote
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  7. Project invoicing workbench - ability to adjust project hours and expenses to invoice to customer

    Creation of a "Project Invoicing workbench". This feature is like a dashboard where all the projected related logged time, expenses etc.. is visible in one place. A filter can be placed on projects for a particular customer where we would select multiple projects done for a customer.

    Then there would be a ability to adjust the logged time and expenses for the selected project. This is needed because i may want to only invoice time that may be admissible for that project and expenses that the client will accept. Some expenses may not be in my contract that my employees…

    1 vote
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  8. 1 vote
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  9. Project entries from Sales Invoice and Purchase Bills, very essential..

    Allow project entries to be made from Sales Invoice and Purchase bills, right now Zoho only allows to enter from "Expenses". We want to enter it on accrual basis and not on cash basis.

    3 votes
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  10. Allow defaults for projects notes that are imported to invoice - for all customers

    allow default template of information for projects when converting to invoice - apply defaults from project notes imported to invoice for all customers

    1 vote
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  11. Have the budget minus the expenses in the project snap shot and list the actual status of the budget.

    Have the budget minus the expenses in the project snap shot and list the actual status of the budget. It looks like the project section was designed around labor and hours, and it is lacking when items are purchased for the project or expenses to the project. Why list the project budget if I still need a caluculator to figure out how much $ is left in the budget.

    1 vote
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  12. 0 votes
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  13. 3 votes
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  14. Field Labor Users

    We love Zoho and appreciate what you have created! In our line of work (Electricians), Phone Numbers and Addresses are the most basic things that FIELD LABOR USERS would need when they get time to start and try to complete a PROJECT. As they finish up with one Project, they need to call the next Customer to make sure they are home, ready, etc. Field Labor cannot do this right now. We've had to copy and paste the Contacts phone number and then go back and copy and paste the address into the Project Description. At that point our Techs…

    3 votes
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  15. To provide direct link from invoice, estimate or expense to the project it relates to.

    It is really necessary to be able to switch from invoice , estimate or expense to the project it relates to. The business most of the time is project based and it is frustrating after reviewing or editing invoice, estimate or expense to start navigation to corresponding project again from scratch.

    3 votes
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  16. Fixed Price Project Snapshot Current Billing Period Summary

    The project summary Snapshot shows a graph with a toggle to switch between this week, this month, last month, last week.

    Below the snapshot graph is a section with Logged hours. This shows all previous hours logged and billed in a simple column.

    Please add a column (next to the column that shows total logged hours for the project) that shows the logged hours the project that corresponds to the toggle in the project snapshot.

    the above be added as it significantly improves the administration of a fixed price contract for us the user.

    I want to provide consulting services…

    3 votes
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  17. Tasks within Project priced by different methods.

    Allow tasks within a project to be billed by different methods. Example, one task is billed by a fixed price and one task is billed hourly.

    9 votes
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  18. 1 vote
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  19. Zoho TimeSheet Rollover of Hours for uneven hourly Rates

    Hi,
    I was working with Sudheer S on the Zoho Timesheet uneven hours (task rates of $125hr and $165hr) for a total project cost of $1250 as displayed below. Please let me know what is the Develop Team progress and or timeline for fixing this very bad issue. This really affects my billing because I always overcharge or undercharge the client for time spent as displayed below in the two attached pictures.
    https://i1.wp.com/officeantics.net/wp-content/uploads/2017/07/Screenshot_5.png

    6 votes
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  20. Associate a project with a tag

    Currently, we can add a tag to a costumer. But what if all the departements are invoicing the same costumer? We need to add a tag to a project, but we can't. Currently, I need to change the tag each time I create an invoice.

    3 votes
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