Zoho Books
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170 results found
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Marking project complete
Request you to enable an option to staff for marking the task as complete and a mail should go to the admin for confirmation of the same
5 votes -
reminder
It would be good if reminders can be sent to staff based on progress of work
2 votes -
Ad hoc entry of Time and Charges
Service based businesses do not always use projects. We use one-off service activities for clients. I need to be able to enter as such:
ABC Company 1 hr $95/hr Remove virus from computer
ABC Company 1 $3/ea Sticky that says "Don't click on virus"It is ludicrous to think we have to make a Project AND a Task for every time entry.
11 votes -
Bulk Actions in Projects/Timesheets
Ability to add/remove users to multiple projects. For example, what happens in the situation where you have 500 active projects, and you need to add a new employee to the projects? Currently, you need to manually add the user one project at a time.
7 votes -
Add the ability to print a project as a "Job Ticket".
A "Job Ticket" with Project Name and Description, including Task List and Task-Descriptions would be very useful to help visualize a work flow.
In addition, an option to label it as either "Job Ticket" or "Assignment Confirmation" would be beneficial for CRM.5 votes -
Add batch invoicing for projects.
Ability to create and send invoices for multiple projects, in one batch/click. Currently, we have to create/send one invoice at a time, which is time consuming when a company sends 200-300 invoices for 200-300 projects (with all the same parameters ie. dates, time etc...).
16 votes -
Allow fractional hours in project budgets
Currently, when editing a project with a budget of the "Hours per Task" type, Zoho rejects any number of hours that is not a whole number. For some small projects, it would be great to budget, for example, 1.5 hours for a task, instead of having to round to 1 or 2.
5 votes -
Bulk actions in timesheets
Not only delete but change the project assigned, the task, the billable status, ...
Also enhance the selection criteria to manage timesheets, not only by status and dates, but by client, project, staff name, task,... in order to perform bulk actions more effectively.10 votes -
allow time sheet users to add tasks to a project
When I have a time sheet user work on a project, I always have to have the specific task already in there for them. It would be nice if they could add a task to the project to help detail what they are working on.
6 votes -
40 votes
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