Zoho Books
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171 results found
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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 -
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 -
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 -
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 -
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 -
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 -
Add indication in the Zoho browser tab when timer is active
It's easy to forget to stop the timer after you complete a task. This makes it difficult to accurately bill clients for time spent. Anything that can help prevent this would be useful. My idea is to have some kind of indicator in the browser tab that the timer is running (similar to the audio indicator when a website has audio). This would really help!
3 votes -
Tag unbilled timesheets to bulk imported invoices
I imported the invoices of all the projects easily through bulk import, with actual hours worked in the quantity tab, but the timesheets are still tagged as unbilled... If I want to manually mark as unbilled, then under the tag of invoiced, it is shown as manually invoiced instead of the invoice number
3 votes -
timer
Add the time as a widget in the Windows taskbar - or the ability to pin the timer to the taskbar
3 votes -
Create Template for Projects Overview report (Under Time Tracking - Zoho Books)
Dear Zoho Team,
Please create a template or change the listed view in the Projects under Time Tracking. By changing, it will create the user to have a better UI and simple understanding on the project status and other details
3 votes -
reminder
It would be good if reminders can be sent to staff based on progress of work
2 votes -
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 -
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 -
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 -
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 -
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 -
Poder hacer facturas recurrentes desde cada proyecto
Poder dentro de cada proyecto hacer facturas recurrentes
2 votes -
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
Timecell for the task.Thanks guys!
2 votes -
Edit Time Entry Notes while timer is Running
Edit Time Entry Notes while timer is Running
2 votes -
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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