Zoho Books
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169 results found
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Customize views to filter by customer
It would be ideal to have additional filters for projects, so that you can view all projects for a particular customer. This is particularly useful for those of us with multiple projects per customer and multiple customers.
7 votes -
Marking project complete
Request you to enable an option to staff for marking the task as complete and a mail should go to the admin for confirmation of the same
5 votes -
Ad hoc entry of Time and Charges
Service based businesses do not always use projects. We use one-off service activities for clients. I need to be able to enter as such:
ABC Company 1 hr $95/hr Remove virus from computer
ABC Company 1 $3/ea Sticky that says "Don't click on virus"It is ludicrous to think we have to make a Project AND a Task for every time entry.
11 votes -
reminder
It would be good if reminders can be sent to staff based on progress of work
2 votes -
Add the ability to print a project as a "Job Ticket".
A "Job Ticket" with Project Name and Description, including Task List and Task-Descriptions would be very useful to help visualize a work flow.
In addition, an option to label it as either "Job Ticket" or "Assignment Confirmation" would be beneficial for CRM.5 votes -
Allow fractional hours in project budgets
Currently, when editing a project with a budget of the "Hours per Task" type, Zoho rejects any number of hours that is not a whole number. For some small projects, it would be great to budget, for example, 1.5 hours for a task, instead of having to round to 1 or 2.
5 votes -
Would like to have internal tracking rate vs external rate for billing
Please develop internal tracking cost vs External rate of billing for clients on a project so we can see our profit margin.
1 vote -
invoice both bills and time from projects
While creating an invoice from a Project's Overview page I'd like to be able to add both the unbilled vendor Bill and the Unbilled Hours at the same time. I'm currently only able to add both of those items to an invoice while being in the Contacts page. So, I have to have two browser windows open to get this accomplished or create two seperate invoices from the Project Overview.
0 votes -
Choose which projects can be seen in the portal.
Ticking the show projects in the portal will display all projects held for the client. I only want to share time billing projects not fixed cost projects.
0 votes
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