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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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169 results found

  1. 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
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  2. 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
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  3. '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
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  4. 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
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  5. 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
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  6. 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
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  7. Task Notifications

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

    6 votes
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  8. 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
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  9. 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
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  10. 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
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  11. 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
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  12. 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
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  13. 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
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  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
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  15. 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
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  16. 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
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  17. 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
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  18. 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
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  19. Implement the creation of a common task list for all projects

    The user should be able to implement and utilize a common task list for all projects to simplify time entry on a project. This would be useful for users who regularly utilize the same tasks over and over. This would enable the user to avoid having to re-create the same tasks for every new project.

    4 votes
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  20. 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
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