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
174 results found
-
Provide a field for POs in Project setup
Add tracking info to the Projects setup.
Provide a field to for a PO# when creating a new Project. The Invoice template should retrieve the field name and value when we're billing for the project. The Project list/report should also display the PO.
A field for a Job Number or Docket would also help.Anyone working freelance as a copywriter, graphic designer, web developer, etc, would be accustomed to using these features for timesheets and for billing.
1 vote -
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 -
Item Rate Contract Monitoring
In contracting industry, billing is based on item rates. We should be able to open project based on item rate contract and not on hours.;;
1 vote -
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 -
Change colour of paused task to yellow or orange
When a timed task is running, it is green. When you pause it, it remains green, so it's possible to miss this fact. Can we please change it to yellow or orange to indicate it's not running?
1 vote -
Create an alert and notification when
Create and notify when employees do not enter the daily working hours on the timesheet each day
3 votes -
Recurring Projects
I have repeating monthly services, which are charged on fixed cost.
Even though there are fixed I create a project to log actual work hours in order to track internally how we perform and if our pricing is correct.The problem is that I have to clone this project each month manualy in order for the budget vs actual and revenue reports would be correct each month. Else the comparison is for a project which is setup up for one month vs logged hours of several months.
It would be useful if there would be an option for setting up…
3 votes -
Ability to continue time entry from previous day
In a single click, be able to clone a time entry with a time value of zero and start the timer
3 votes -
Add new 'Cost' field to timesheet, project and accounting reports.
Add new 'Cost' field to timesheet reports. We are spending time creating labor costing data, but we cannot get the data out of Zoho. This is a poor implementation to add a field and not add it to ANY reports. Priority fix should be made to this.
1 vote -
Copy weekly timesheet project and task categories to the following week
When i set up my timesheet for the week I have multiple tasks from multiple projects. I'd like to be able to duplicate the projects and tasks to the following week's timesheet so I don't need to scroll through all the project / task drop down menus that are hard to read.
also want to be able to add comments in weekly view.4 votes -
Remove Inactive Projects from default view
Under projects, could the default setting show only active projects and inactive projects can be accessed separately?
1 vote -
search by custom date
When looking for projects in the overview, we can only use predefined date settings. These are today, this week, this month, this quarter, this year or all of these but with "last" instead.
Would be very useful if we could search using custom date.
1 vote -
Inactivate a user from project
Now there is no option inactivate a user project so as to prevent user from accessing the project in future
3 votes -
Inventory Items on Projects
Having the ability to added inventory items to a project would be super helpful! I know there is the option to associate projects to bills but most items we have in inventory, have already be paid for at an earlier time and so we just charge the customer at the time of the project. So, associating a project to bills, doesn't really help us.
Could this be added?
1 vote -
I would like to be able to post negative time against a project in Zoho Project. So I can see what has been CR to the cust. in Projects.
I have billed time in Zoho Timesheet and issued the customer an Invoice in Books. Customer disputes it, I issue a CR Note in Books, but I also want to be able to log a negative timesheet in Zoho Timesheet so that anyone can see what has been credited back. This would show a wash out from the orginal Zoho Timesheets so it's a balance entry. Entry in and then a entry out.
1 vote -
Why aren't task lines based on my service items?
What's the point of having service items if I can't use them in my projects? All of my project revenue goes into a single revenue account, rather than split by work type (per my service items).
4 votes -
Calculate profit margin percentage in project profitability
Please show margin profitability as a percentage
4 votes -
Add Zoho Books Australian account support to Chrome Extension
I was wondering why the extension would never sign in, therefore being useless. Then I looked in the extension settings, and the list of Zoho domains it supports, and books.zoho.com.au is missing, so the extension can't work for any Australian businesses. Could this be fixed so we can use it with Australian Zoho Books accounts too please?
3 votes -
Project filter in timesheets
Can you please extend the project filter when logging new time to contain the search query rather than 'begins with..'
3 votes -
Rate per Hour or Day per Task and/or per Role (Projekt-Member)
Rate per Hour or Day per Task and/or per Role (Projekt-Member)
Two Dimensions for more flexibilityA Task can have a Rate
A Role (Project Member) can have a RateThat would be also great - If the Project Member can linked to defined Roles - like - Projektmanager, System Engeneer, Architect, Working student, Manager, etc......
3 votes
- Don't see your idea?