Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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167 results found
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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 -
Allow rearrange the tasks in project
allow Tasks created in a project to be rearranged as per priority or closed/ inactive basis
1 vote -
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!
1 vote -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Allow a new billing method "Based on Task Cost", for when each task has a flat fee cost.
Included a new Billing method for when each task has a flat fee cost associated to it: "Based on Task Cost".
I have projects where each task has a fixed flat fee, so I can´t use Staff Hours or Tasks hour and is not a Project Flat Fee neither.
6 votes -
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 -
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 -
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
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