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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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166 results found

  1. 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
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  2. Need a report which has details of the projects with the users assigned and the hourly rate per user.

    Need a report which has details of the projects with the users assigned and the hourly rate per user.

    4 votes
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  3. add a little more project tracking into zoho books.

    I love zoho books for my small professional services business. I just need to be able to organize a project with tasks and subtask (or phases and tasks). If you did this, you would be the only simplified project accounting software on the market right now. Integrating project management with accounting would be so awesome!

    4 votes
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  4. Project-wise Summary and P/L Report

    We need to be able to generate & export a report which shows us basically all the data that we see in the projects module - Project Summary, Expenses & Bills, Sales, Payments, and Profit & Loss. Currently, the only project related report is Task/Time Spent related.

    1. Project Summary
    2. Estimate Value
    3. Payment Received from Customer
    4. No. and Value of Invoices Raised
    5. Amount yet to invoice.
    6. Total Bills
    7. Total Expenses
    8. Payments Made to Vendors
    9. Expected Project Materials Cost
    10. Expected Project Manpower Hours
    11. Actual Manpower Hours
    12. The profit and loss for the project.
    4 votes
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  5. 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.

    4 votes
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  6. Project Statement

    We will like to generate statement of accounts for Projects rather than Clients . We have clients who we run mulitple projects with and they sometime want to see statements related to that project rather than all payments. It helps with clarity

    4 votes
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  7. 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
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  8. 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 occasionally

    4 votes
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  9. Imporve the Project Section on the Mobile App

    The import task feature seems to be the only thing missing from the project section on the mobile version.

    4 votes
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  10. 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
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  11. 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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  12. Internal projects

    Ability to create and budget for a project that is not attached to a specific customer, i.e redesigning our own website.

    We would still like to track expenses and hours spent even though it will never be billed to a customer.

    3 votes
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  13. 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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  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. 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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  16. Work Order

    I would like to be able to create a Work Order from the Sales Order without taking items away from the Sales Order.

    A Work Order is what I issue to the employees who will perform the work in the field. I need items and quantities to come from the Sales Order and not show the monetary value.

    3 votes
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  17. Project users shall have limited rights

    Project users shall have limited rights

    In Zoho Books, under Timesheet, a user can be added to a Project.
    The user's rights can be limited to view only using the roles settings.

    The problem is that once I add a user to a project then that user can see all invoices, expenses and bills of the entire company. It would be great if he/she could only see the invoices, expenses and bills related to the project, to which he/she was given access to.

    This needs an urgent fix to comply with data protection regulations.

    3 votes
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  18. Task pricing for Projects

    add the ability for a price to be entered into a specific task for a project and then carry that pricing over to the invoice when adding all unbilled time for a customer. right now you have to enter the price at the invoicing screen.

    3 votes
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  19. 3 votes
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  20. 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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