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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.

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  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.

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166 results found

  1. Add new 'Cost' field to timesheet, project and accounting reports.

    Add new 'Cost' field to timesheet reports. We are spending time creating labor costing data, but we cannot get the data out of Zoho. This is a poor implementation to add a field and not add it to ANY reports. Priority fix should be made to this.

    1 vote
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  2. Copy weekly timesheet project and task categories to the following week

    When i set up my timesheet for the week I have multiple tasks from multiple projects. I'd like to be able to duplicate the projects and tasks to the following week's timesheet so I don't need to scroll through all the project / task drop down menus that are hard to read.
    also want to be able to add comments in weekly view.

    3 votes
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  3. Remove Inactive Projects from default view

    Under projects, could the default setting show only active projects and inactive projects can be accessed separately?

    1 vote
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  4. search by custom date

    When looking for projects in the overview, we can only use predefined date settings. These are today, this week, this month, this quarter, this year or all of these but with "last" instead.

    Would be very useful if we could search using custom date.

    1 vote
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  5. Inactivate a user from project

    Now there is no option inactivate a user project so as to prevent user from accessing the project in future

    3 votes
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  6. Inventory Items on Projects

    Having the ability to added inventory items to a project would be super helpful! I know there is the option to associate projects to bills but most items we have in inventory, have already be paid for at an earlier time and so we just charge the customer at the time of the project. So, associating a project to bills, doesn't really help us.

    Could this be added?

    1 vote
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  7. I would like to be able to post negative time against a project in Zoho Project. So I can see what has been CR to the cust. in Projects.

    I have billed time in Zoho Timesheet and issued the customer an Invoice in Books. Customer disputes it, I issue a CR Note in Books, but I also want to be able to log a negative timesheet in Zoho Timesheet so that anyone can see what has been credited back. This would show a wash out from the orginal Zoho Timesheets so it's a balance entry. Entry in and then a entry out.

    1 vote
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  8. Why aren't task lines based on my service items?

    What's the point of having service items if I can't use them in my projects? All of my project revenue goes into a single revenue account, rather than split by work type (per my service items).

    4 votes
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  9. Calculate profit margin percentage in project profitability

    Please show margin profitability as a percentage

    4 votes
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  10. Add Zoho Books Australian account support to Chrome Extension

    I was wondering why the extension would never sign in, therefore being useless. Then I looked in the extension settings, and the list of Zoho domains it supports, and books.zoho.com.au is missing, so the extension can't work for any Australian businesses. Could this be fixed so we can use it with Australian Zoho Books accounts too please?

    3 votes
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  11. Project filter in timesheets

    Can you please extend the project filter when logging new time to contain the search query rather than 'begins with..'

    3 votes
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  12. Rate per Hour or Day per Task and/or per Role (Projekt-Member)

    Rate per Hour or Day per Task and/or per Role (Projekt-Member)
    Two Dimensions for more flexibility

    A Task can have a Rate
    A Role (Project Member) can have a Rate

    That would be also great - If the Project Member can linked to defined Roles - like - Projektmanager, System Engeneer, Architect, Working student, Manager, etc......

    3 votes
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  13. Create project with recurring invoice and recurring bills

    For our marketing sales, most projects are fixed monthly rate with fixed monthly expenses. I would like to make a project that can send recurring invoice for fixed amount and create recurring bills for fixed amounts

    4 votes
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  14. Project based on assign the total hours to be billed

    In Zoho Books, I need to assign the total hours to be billed for the project.
    In my case, I need to assign 20 hours (for example) for a project and bill the customer every monthly when the last day is reached. In addiction it is important to accumulate the hours when the customer will not use the hours either by request or support for instance for the next month.
    Like it,
    Client, Contoso has 20 hours per monthly in contract with us it costs to him 500$ per month.
    They had used only 10 hours in February in my…

    3 votes
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  15. Allow association of specific income account with individual project tasks.

    We track our income on a more granular level than "sales." However, we must manually adjust the associated income account for each line item in an invoice (because we itemize individual days of work). It would be nice if, when a project is created, individual tasks could be pre-associated with income accounts. "Sales" would presumably be the default, as many organizations most likely do collect all income under this account. For those that do not, such as ours, this would mean that we would have fewer steps to handle bookkeeping when we submit invoices.

    1 vote
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  16. Task wise Cost budgeting, allocation and tracking

    In case of a project where Budgets are decided based on the Tasks to be done, while creating a task an option is to be provided to update budget of such task and while booking the expenses, it should be allowed to map such task to know the amount spent till date and amount to be spent to arrive at the correct forecast about project profits.

    1 vote
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  17. we should be able to attached documents like PDF and JPG files with all sales and purchase bills or invoice, which we should be able to mail

    Per Entry we should be able to add related PDF / documents and Jpg files with each sales invoice and while mailing clients our invoice we should be able to attach them. i.e. when doing some projects, sending an invoice only is not a requirements, but they are also asking for challan signed copy, AWB copy or when it was delivered etc etc, getting those details from the physical files becomes hectic and time consuming job. This will help to send all the data to client via mail on a single click.

    1 vote
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  18. Timesheet approval by clients

    Typical Workflow:
    Engineer works on a project for a customer.
    Engineer completes timesheet for hours spent on that project.
    Timesheet is approved by customer's project manager / user
    Approved timesheet is sent with invoice to customer finance.

    So far the Zoho process assumes hours and costs are managed internally, and not approved by the customer. This is not normal. At the moment zoho books does not allow:
    Approval of timesheets by customer (hardcopy is fine)
    Reporting of project time per project / customer (so that other customers cannot see hours spent on other projects)

    Think of the timesheet as the…

    3 votes
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  19. Timesheets, weekly view, the ability to add a note to a time entry would be fantastic. You have go back to the list view to add note now.

    Timesheets, in the weekly view, the ability to add a note to a time entry would be fantastic. At the moment you have go back to the list view to add note.

    9 votes
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  20. Track hourly rates at the billed level and paid level in projects

    If I charge my customers for direct hours and charge them $40 per hour and I pay my employees $20 then I should be able to track that just like an item.

    1 vote
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