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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.

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179 results found

  1. 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
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  2. Permit client based time entries

    Timesheet entries should be permitted according to clients and/or projects rather than according to projects only. Currently, time keepers are unable to select the relevant client and project of that client. They can only see the project name. Some clients have the same project names and it causes confusion for time keeping staff.

    1 vote
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  3. Project Cost/Revenue Budget = Accepted Estimates/Sales Order Values

    Please enable a feature where the Project Cost and Revenue Budget is automatically calculated based on the value of accepted estimates or sales orders.

    Currently for each variation cost we receive, we have to manually update the Project Cost. Comparing the project cost, to the total billed amount is the only way of ensuring the project has been invoiced in full and this requires a lot of manual work for something that could be automated.

    1 vote
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  4. create a timesheet approval on behalf of someone else

    All admins and program/project managers to create a timesheet approval on behalf of someone else. This is helpful for when folks need to go out on unexpected leave or leave a company.

    1 vote
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  5. create a timesheet approval on behalf of someone else

    All admins and program/project managers to create a timesheet approval on behalf of someone else. This is helpful for when folks need to go out on unexpected leave or leave a company.

    1 vote
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  6. Invoicing from Timesheets

    Every month I create invoices from timesheets, I waste a lot of time adding VAT to each line individually - this should be an auto function when setting up a project, it would save hours.

    1 vote
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  7. Allow rearrange the tasks in project

    allow Tasks created in a project to be rearranged as per priority or closed/ inactive basis

    1 vote
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  8. Bill all time on all projects

    Instead of entering every project and billing i want to enter a date through (e.g. 11/30/2023) and have all projects invoiced with all work through that date.

    1 vote
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  9. MLM SOFTWARE DEVELOPMENT SERVICE

    1 vote
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  10. Toddler hair salon event

    Join our Toddler hair salon event for a fun and stress-free haircut experience! Professional stylists ensure your little one feels comfortable while getting their perfect cut...

    Read More: https://www.ababyhandbook.com/baby-tips/salon-baby-event?utm_source=zohofinance.uservoice.com_gv&utm_medium=banner_gv&utm_campaign=seo-summer-boost

    1 vote
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  11. Timesheets should be offered merged features of Zoho books and Zoho People in one UX

    Time recording in project-oriented organizations has three components. It integrates with project management, budgeting, costkeeping, and invoicing. However, the second aspect is finance, the cost of hours, and internal charging. The third component is HR, ensuring people correctly record PTO, vacation, and sickness and book all hours according to their contract or employee policies. Zoho is not doing a good job of integrating its three solutions. Their solution is fragmented and, therefore, incomplete and hard to implement. One user interface should bring the recorded data to three models and apply the rules of financial compliance and control. Also, people outside…

    1 vote
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  12. Make an option to print timesheets from the weekly time log entry window - like QuickBooks has

    Make an option to print timesheets from the weekly time log entry window - like QuickBooks has
    When looking at an individual timesheet in weekly log time window, have a button to print that week's timesheet for that user across, including all time entries in that timesheet

    1 vote
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  13. Multiple clients per project

    Could you make it possible for more than one customer to be listed under a project, for example if you have multiple stores in a region and you want to create a project for the maintenance of that region to more accurately budget and monitor costing and feasibility.

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  14. Choose which projects can be seen in the portal.

    Ticking the show projects in the portal will display all projects held for the client. I only want to share time billing projects not fixed cost projects.

    0 votes
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    Not For Now  ·  0 comments  ·  Projects & Timesheets  ·  Admin →
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  15. In project and timesheet,Raising partial invoice from Estimate, not able to view balance material that need to invoiced. Kindly address it

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  16. invoice both bills and time from projects

    While creating an invoice from a Project's Overview page I'd like to be able to add both the unbilled vendor Bill and the Unbilled Hours at the same time. I'm currently only able to add both of those items to an invoice while being in the Contacts page. So, I have to have two browser windows open to get this accomplished or create two seperate invoices from the Project Overview.

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  17. Benchmarking to Quickbooks

    Quickbooks does many things better and easier than Zoho, but also somethings Zoho does better. If Zoho wants to be the better product Zoho needs to look at the quickbooks functionalities and improve on those functions. In some ways Zoho is clumsy and too flexible. In other things it is briliiant. I use both QB and Zoho. I thought Zoho could be THE solution, but now I see there are instances where I should be using QB.

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  18. Would like to have internal tracking rate vs external rate for billing

    Please develop internal tracking cost vs External rate of billing for clients on a project so we can see our profit margin.

    1 vote
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  19. Best Agile Software Development Company In Surat

    Scriptus is a premier IT company offering top-notch software development, mobile app development, iPhone app development, Flutter app development, and web development services. Discover our comprehensive development solutions tailored to meet your business needs.
    Website: https://www.scriptussolutions.com

    1 vote
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