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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.

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175 results found

  1. Create the ability to enter Expense refunds when working with projects. I'm perplexed as to why this simple data input isn't available.

    Being a small Business contractor interested in the bottom line on individual jobs and know if there profitable; projects can accumulate a large amount of receipts, Zoho Projects allows for this data entry and the ability to run reports like Profit and Loss along with many others to actually see how the job is coming along. without the ability to input Expense Refunds inhibits any practical use for this feature in Zoho Books altogether making reports inaccurate.

    1 vote
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  2. Fixed Fee Project Profitability Summary

    Most of our projects are fixed fee. Unfortunately, the Profitability Summary in Books does not calculate fixed fee projects profits correctly.

    It is a simple equation: PROJECT PROFIT = INVOICED AMOUNT PAID - (minus) (PROJECT EXPENSES + LABOR COST).

    For Example we invoice a customer $3,000; expenses total $800; labor costs total $700; total cost is $1,500; gross project profits are $1,500 or 50% margin.

    Currently Profitability Summary only accounts for expenses.

    7 votes
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  3. Client Portal - Projects - Bills

    I have a client, who buys distressed mortgages & houses, then rents the property back to the house holder, over a long term lease, with an option to buy.
    He would like to be able to record all the maintenance costs on each property over the lenght of the lease (Time Tracking / Projects).
    He would also like to have this information available to the tennant via the portal.
    Currently, bills are not shown on the projects area of the portal.
    I suggest that they should be.

    17 votes
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  4. Unable to inactive resources from the project

    when the user switches one project to another project we are not able to stop their access for the current project.

    6 votes
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  5. 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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  6. 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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  7. 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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  8. Select project and time period to export timesheet, not all

    Select project and time period to export timesheet, not all. When we send invoice to client we are usually asked to provide detail timesheet for the billed period.

    7 votes
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  9. 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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  10. Option to round up project time to the hour

    Currently project times can only be rounded up to 30 minutes. Requesting that the option to round up to the hour.

    3 votes
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  11. Adding reporting tags to projects

    I know you can associate reporting tags to contact and items, but when you use projects, you may have multiple projects for a client, it would be helpfull to be able to add tags in the project so all transactions related to the project can be posted to the selected tags

    18 votes
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  12. Create a ZenDesk App specifically for logging time against projects

    I would really like a ZenDesk app that would have two functions.

    1. It would lookup the customer by matching the ZenDesk "organization" name to the customer company name.

    2. It would then filter to show projects associated with that customer. From there someone could easily select the correct project and task and then if it filled in the ticket ID and subject from the ZenDesk ticket into the notes field for the time entry on the project that would make logging time through ZenDesk super easy.

    6 votes
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  13. 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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  14. BOQ

    Hi, Is there an option if i can make BOQs

    Regards

    Noeline

    1 vote
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  15. Provide option to view unbilled hours in terms of total $ in the project summary on the dashboard

    In the Projects section of the Dashboard, I can view how many hours are currently unbilled, but as different projects (and tasks) often have different hourly rates, it would be helpful to me to be able to see the total unbilled $ associated with these projects (and not just the # unbilled hours). This would help me have a sense of what to expect cash flow wise with my next set up of invoices and not have to click into each project and then tally them up to do so!

    9 votes
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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. 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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  18. 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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  19. Allow projects to be set up as fixed fee but invoice can show tasks and cost per task instead of only by hours and hourly rate

    Most of my projects are fixed fee by task, but I still track the hours by task. I want to show each of the tasks as a line item on the invoice but I want to bill by fixed fee and not by the hours spent. The hours spent are only for my internal information.

    10 votes
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  20. 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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