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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. 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
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  2. 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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  3. 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!

    1 vote
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  4. 1 vote
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  5. Have the budget minus the expenses in the project snap shot and list the actual status of the budget.

    Have the budget minus the expenses in the project snap shot and list the actual status of the budget. It looks like the project section was designed around labor and hours, and it is lacking when items are purchased for the project or expenses to the project. Why list the project budget if I still need a caluculator to figure out how much $ is left in the budget.

    1 vote
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  6. Allow defaults for projects notes that are imported to invoice - for all customers

    allow default template of information for projects when converting to invoice - apply defaults from project notes imported to invoice for all customers

    1 vote
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  7. 1 vote
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  8. Project invoicing workbench - ability to adjust project hours and expenses to invoice to customer

    Creation of a "Project Invoicing workbench". This feature is like a dashboard where all the projected related logged time, expenses etc.. is visible in one place. A filter can be placed on projects for a particular customer where we would select multiple projects done for a customer.

    Then there would be a ability to adjust the logged time and expenses for the selected project. This is needed because i may want to only invoice time that may be admissible for that project and expenses that the client will accept. Some expenses may not be in my contract that my employees…

    1 vote
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  9. Make Projects Able to Be Bulk Edited

    At the very least I'd like to be able to mark them Active / Inactive in bulk. But there are a lot of other options that could be added to a bulk update feature.

    1 vote
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  10. Log time for another users and sub contractors

    As an admin you should be able to add time to a project for another users. I would also like the ability to create subcontractors without having to create a user account for them. Thanks.

    1 vote
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  11. Reclass

    Auto create projects based on products in accepted estimates,invoices, and sales receipts. Templates for projects will already be created in ZP, in invoices and estimates, give option to create projects when invoice is paid or when it is created and estimates when it is accepted or when invoice is issued or when invoice is paid

    1 vote
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  12. Fix search function in card view

    I cannot search for active projects in card view -- if I am in the Active view and run a search while looking at the project cards, it automatically changes to all and includes inactive searches in the results.

    1 vote
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  13. Ability to enter start date and end date by task

    We want custom field for each task . It is not possible to define total cost per task. Per task bill is based on time spent. Provision is required for lump sum per task

    1 vote
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  14. projects based on both a fixed price and hourly rates

    Be able to create a project based on a fixed price, but then later add "extras" based on an hourly rate.

    1 vote
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  15. I would like to see the Client as the first option in Log Time screen.

    If I have the Project name "support" for multiple clients I cannot tell the difference in the Log Time Screen. It would be helpful to select the client and then the project rather than starting with the project.

    1 vote
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  16. Addition of units measurements for payments in projects and keeping a track

    In the project section, can payment terms not be in units of Kgs of job done, as some contracts might be paid in kgs of items prepared for the client. it could spill over to estimates too.

    1 vote
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  17. BOQ

    Hi, Is there an option if i can make BOQs

    Regards

    Noeline

    1 vote
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  18. Enhanced timesheet entries list in client portal

    1. Add username to the timesheet entries list in client portal. 2. Allow filter by Date Ranges, Tasks, Users 3. Add Sort options 4. Allow for export / print.
    1 vote
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  19. have the ability to close project tasks

    It would be really helpful to be able to make project tasks closed so time can no longer be booked to parts of a project that have been completed.
    If this was a tick box then if a task was ticked it could be unavailable in the time entry.

    1 vote
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  20. something happened with a recent update. When entering timesheets the "notes" box is now very tiny.

    something happened with a recent update. When entering timesheets the "notes" box is now very tiny. Please make box bigger so we can see the details we are entering.

    1 vote
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