Skip to content

Zoho Books

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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

166 results found

  1. Task Notifications

    Please let users know when a task has been modified or created.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. 'Timesheets' should be changed to 'Projects'

    The main area navigation selectors within Zoho Books include an option called "Timesheets" below "Accountant" and above "Reports". This option should be renamed to "Projects" as it is more than just timesheets. Hierarchically (within Books), it is Projects first, then it is timesheets, expenses, etc. Having to click on "Timesheets" to get to the "Projects" area is weird and confusing. Small change, but would make the UI make a lot more sense.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  5. Add ordering feature.

    Allow a customer to log on and choose what item they want to order. This would start a work order automatically.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. Project with itemised fixed budget

    I want to be able to create a project that has itemized fixed budget. For example lie this:
    - development : 5000.-
    - design : 3000.-
    - hosting: 1000.-

    When I issue an invoice for the project, I can show the items.

    Right now I can only have one total fixed budget, which I need to edit every time something is added and when I issue an invoice, only one line for the total budget is indicated.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. Project sorting option by date

    It would be nice if we have an option to sort the project both on the Dashboard and on the Project section too to sort by date so we can easily recognize which project came first.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  9. Timesheet Filter

    It would be helpful when using the All Timesheet screen to filter out inactive contacts from the customer drop down menu.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  10. Project or Timesheet Fixed Fee option

    We only have Fixed Fee Projects.

    Need a way to create a projects with tasks that can be set to completed with the option to put the date started and ended.

    Then have proper reporting to view the completion of or the timeline completion.

    Seems this option has been ignored in the past posts and never looked into in either Timesheets or Projects.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  11. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  12. Add the Timesheet link to the Weekly Time Log so that I can jump to the entry and add my Notes

    It's nice to quickly add a time entry to the Weekly Time Log, but I can't add Notes there - I have to click out and around to get back to that entry to add my Notes. If you were to have either 1) a Note entry block, or 2) a link to the Time Entry so that I can quickly jump there and add the Note, that would be awesome!

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. Allow incremental billing

    Add the ability to bill in increments. Allow us to set the number of minutes by which to increment by so if you set your increment to 15 minutes and you have a task that took 13 minutes, it would automatically round up and bill at 15 minutes.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  15. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  16. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  17. Imporve the Project Section on the Mobile App

    The import task feature seems to be the only thing missing from the project section on the mobile version.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  18. add a little more project tracking into zoho books.

    I love zoho books for my small professional services business. I just need to be able to organize a project with tasks and subtask (or phases and tasks). If you did this, you would be the only simplified project accounting software on the market right now. Integrating project management with accounting would be so awesome!

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  19. Add a way to template invoice preferences for projects

    The majority of our projects are invoiced with the same fields.
    We have a project template that we clone.
    The cloned projects inherit the invoice preferences of the original.
    But - if you edit or rename the project after the initial clone, the invoice preferences re-set.
    It is annoying to have to constantly re-set the invoice preferences.
    If we could set our default preferences we would only need to deal with them occasionally

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  20. Time Tracking Project view should include column for unbilled hours

    Projects view should show unbilled hours, also it has a column called rate but it has nothing in it?

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
1 3 5 … 8 9
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)