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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.

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. tracking of items purchased for a particular project

    Ours is Contracting company where we purchase items for projects. Now we cannot get the list of materials purchased for a particular project. It would be great if we could track items purchased for a project.

    3 votes
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  2. Allow a new billing method "Based on Task Cost", for when each task has a flat fee cost.

    Included a new Billing method for when each task has a flat fee cost associated to it: "Based on Task Cost".

    I have projects where each task has a fixed flat fee, so I can´t use Staff Hours or Tasks hour and is not a Project Flat Fee neither.

    3 votes
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  3. Effective from Rate Per Hour in projects

    I have an ongoing project billed by the hour, everything is perfect.

    This month I negotiated new rates for a couple of assigned users to this project. So I edited the project, updated the Rate Per Hour and all the historical money calculation in the project was updated with the new rate which is wrong, so all numbers are wrong.

    Cost per hour have an Effective From option that avoids this scenario, I don't see why we don't have it in Rate Per Hour, unless there is another way to handle this that I couldn't find

    3 votes
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  4. Project Profitability should be part of Standard version

    I feel Project Profitability module which is currently part of the Professional version should be part of the Standard version. For small companies like mine Standard is sufficient, just need the Project Profitability since we are a project based company & need to know costing & profits of a particular project. Gross Profit = Sales Invoice minus Purchase Bills. Dont want to spend on Professional only for this.

    3 votes
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  5. Bills migration from one project to another

    Hi,

    I would like to add a new feature which is very basic and unfortunately its not there.

    I added huge number of bills in wrong project and now to make corrections I need to delete them all and then re bill in the correct project. While it can be easily done with a move option across multiple projects.

    I tried bulk update bills and changed the project name but in reporting it failed to make the move of bills properly.

    3 votes
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  6. reminder

    It would be good if reminders can be sent to staff based on progress of work

    2 votes
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  7. Ability to save unit cost per user, per project.

    For projects, allow for system to store unit cost per user, per project. This is very helpful for sub-contractor jobs.

    2 votes
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  8. Ability to apply total budgeted hours per customer, not just project

    I have a client that does not want to exceed XX hours per month over all of their projects. It would be beneficial if limiting the total monthly (or whatever time period), could be applied at the top level of a customer and not just at a project level.

    2 votes
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  9. 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
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  10. 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
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  11. 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
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  12. Poder hacer facturas recurrentes desde cada proyecto

    Poder dentro de cada proyecto hacer facturas recurrentes

    2 votes
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  13. Edit Time Entry Notes while timer is Running

    Edit Time Entry Notes while timer is Running

    2 votes
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  14. Allow automations from and to projects modules

    I would like to create workflows and automations from the projects module, either in books or using flow, but I cannot select the projects module anywhere. Something is already in place as you can create a project from an estimate, but I cannot link the different fields either.

    2 votes
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  15. Project Task List Management

    Due to the nature of my work I have a lot of projects that are essentially always live with multiple tasks that are marked inactive when complete and billed. The task lists are getting very very long, if there is no way to hide inactive tasks (which would be ideal), then a way to sort the list would be very useful. Sort by active/inactive, hours logged etc.

    2 votes
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  16. Would like to charge daily rate vs hourly rate

    We charge by the half day or full day per partner. We dont charge hourly. Would be good to set daily rate per partner vs have to input as hours.

    2 votes
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  17. Time sheets to track employee hours

    I want to be able to track time that our employees are working for the entire day. Currently they would have to make a new time sheet after they come back form lunch. I would like to see being able to enter multiple times worked under the same project in the same day. Also if they could be organized into a week that would be helpful as well.

    2 votes
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  18. Make the Calendar monthly Hours actually accurate

    The hours for the month-- listed at the bottom of the timesheet calendar-- is not accurate. The total includes hours billed in the prior month. Please make it actually accurate.

    1 vote
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  19. 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
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  20. 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
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