Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
169 results found
-
'Timesheets' should be changed to 'Projects'
The main area navigation selectors within Zoho Books include an option called "Timesheets" below "Accountant" and above "Reports". This option should be renamed to "Projects" as it is more than just timesheets. Hierarchically (within Books), it is Projects first, then it is timesheets, expenses, etc. Having to click on "Timesheets" to get to the "Projects" area is weird and confusing. Small change, but would make the UI make a lot more sense.
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 -
Poder hacer facturas recurrentes desde cada proyecto
Poder dentro de cada proyecto hacer facturas recurrentes
2 votes -
Holiday in Time Sheet
Users often mistakenly enters hours in holiday, eg: Sunday. An option to define certain days as holiday is preferred
1 vote -
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 -
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 -
All the tasks defined for project should be available during INVOICE preparation
My business involves only fixed cost projects therefore there will not be any LOG Entry. In this case I will appreciate if you provide fields for all tasks defined for the project while creating Invoice, which will definitely help.
3 votes -
Make it possible to have a "master" account that cannot be edited by other team members
Currently, if you grant access to any other user to modify the user roles in your account, they can delete your account or change your role—even if you are the owner of the account.
We need a "master" admin that cannot be deleted.
1 vote -
It would be nice to be able to create PO, add expenses and invoice by additing item for construction and maintenance projects
As a construction and maintenance company we need to track our expenses, create purchase orders and invoices(by adding items) under a project. Any transaction that is created under the project should automatically reference the project.
4 votes -
The ability to mark multiple projects inactive/completed at one time, rather than individually.
This would be a huge time saver if the project list had a checkbox next to project where you can mark it "complete" or "inactive," instead of manually opening each project to deactivate. I work on hundreds of projects a year, so that would be very helpful feature to have.
2 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 weekly calendar to Timesheet, All Timesheet
The monthly calendar is fine, but a weekly calendar would provide a more granular view of the week, and many organizations want timesheets posted by the end of each week.
4 votes -
enable rounding on the time recorded for a job.
I'd love to be able to say that time recorded in a project under time sheets using the timer rounds off to the nearest 10 minutes, or 15 minutes, or whatever I choose.
2 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 -
Create a better individual timesheet log
We can already see the weekly timesheet log for one person, but the UX is bad. I want to see the complete name of the project and the task and if the task is billable or not. I need more totals (billable, not billable, by client). I want to start the chronometer there.
The other view, where I can see timesheets by day becomes crazy when you have more than 20 entries. Harvest is a very good exemple to follow for time logging.
2 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 -
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 -
Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.
Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.
1 vote -
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 -
Project with itemised fixed budget
I want to be able to create a project that has itemized fixed budget. For example lie this:
- development : 5000.-
- design : 3000.-
- hosting: 1000.-When I issue an invoice for the project, I can show the items.
Right now I can only have one total fixed budget, which I need to edit every time something is added and when I issue an invoice, only one line for the total budget is indicated.
6 votes
- Don't see your idea?