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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. 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
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  2. 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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  3. 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
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  4. 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
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  5. 0 votes
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  6. 3 votes
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  7. 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
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  8. 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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  9. 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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  10. 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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  11. the ability to add items to projects

    the ability to add service items to projects in addition to "tasks"

    7 votes
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  12. 1 vote
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  13. 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 Time cell for the task.

    Thanks guys!

    2 votes
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  14. 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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  15. 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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  16. 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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  17. To be able to select Items as Tasks in the project creation.

    We have created a series of items in order to create estimates. But I would like to be able to select these 'items' i the same way when creating a project.

    3 votes
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  18. 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
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  19. Global Rate Change for Users Needed

    There needs to be a way to make a global rate change to a user's billable rate, otherwise for every project that a user is assigned to, we must make a rate change for users (any time the user has a rate change).

    1 vote
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  20. 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
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