Zoho Books
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171 results found
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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 -
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 -
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 -
Allow rearrange the tasks in project
allow Tasks created in a project to be rearranged as per priority or closed/ inactive basis
1 vote -
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 -
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 -
0 votes
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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.
0 votes -
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.
0 votes -
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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