Zoho Books
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173 results found
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the option to convert an estimate into project where each line item would become a task
I would like to create an estimate to send a client and once approved convert into a project so the hours can be managed. Each line item in the estimate would be a project task. Once the project is complete convert to an invoice and send.
121 votes -
41 votes
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Improve the search-bar in the timesheet Weekly Time Log view.
Only possible to search with the project name prefix. Complicated to find a project among hundreds
33 votes -
Projects - Bulk Actions
Ability to bulk add/edit/delete tasks and users within projects. For example, when a new employee joins our company, we have to manually add this user to each existing project - one by one - which is time-consuming when you have 500+ projects. There should be a way to add the new employee to projects without having to edit each project individually.
33 votes -
Ability to apply a credit memo to a project to keep the project budget accurate
When a project task is billed, and then subsequently credited back, the project budget for that task needs to be credited also or the budget to actual of the project task is incorrect. There is currently no way to apply negative time to a project task, or any other way to correct the hours to the task if they are in need of a downward adjustment
28 votes -
Job Card Systme
A Job Card system suitable for exmaple for Auto Workshops.
Where you can book a vehicle in and also print the Job Card for the customer, then do you work and analysis on the Job Card. Timesheets does not work for this.27 votes -
Allow to enter notes in weekly time log
It only allows project, task, and hours. If I could enter notes right there, too, it would be great.
26 votes -
Projects by man-days
Not every one bills in hours. Many of us bills in man-days. The app should have ability to create projects and raise invoices by man-days. I should be able to log in hours but the invoice has to be in man-days.
22 votes -
Track Project Spending/Expenses
I am desperate to be able to track proper project spend. I cannot produce a report that shows expenses. I can only attribute a purchase to a project by raised it as an expense. That is then not trackable and is logged as paid. I find this very frustrating. Please can you change it so bills can be project related. I would also like a report that tells me how much I have spent on a project in money, not time.
19 votes -
Allow PO numbers in projects
Currently the PO number can only be entered on invoices. It could be defaulted from a corresponding project.
19 votes -
Adding reporting tags to projects
I know you can associate reporting tags to contact and items, but when you use projects, you may have multiple projects for a client, it would be helpfull to be able to add tags in the project so all transactions related to the project can be posted to the selected tags
18 votes -
Enable billing method to be based on project days, not just hours
It would be really helpful to have the option of billing by day as a billing method, not just by hours.
18 votes -
Client Portal - Projects - Bills
I have a client, who buys distressed mortgages & houses, then rents the property back to the house holder, over a long term lease, with an option to buy.
He would like to be able to record all the maintenance costs on each property over the lenght of the lease (Time Tracking / Projects).
He would also like to have this information available to the tennant via the portal.
Currently, bills are not shown on the projects area of the portal.
I suggest that they should be.17 votes -
Add batch invoicing for projects.
Ability to create and send invoices for multiple projects, in one batch/click. Currently, we have to create/send one invoice at a time, which is time consuming when a company sends 200-300 invoices for 200-300 projects (with all the same parameters ie. dates, time etc...).
16 votes -
Be able to print individual project/task timesheets and link with invoices
I need to send timesheets with invoices to clients and it would be extremely useful to be able to pull up individual client (customer) timesheets rather than bulk export and have to separate them all out.
Even better would be the ability to automatically link the timesheet for a particular period with the invoice when setting the billable time.
15 votes -
Cost Plus on Expenses
Projects needs the ability to have a cost plus on expenses for billing purposes. When setting up the project simply put a percentage to add on all expenses and when billing expenses are marked up by that amount. Most of. our jobs are by Task Rate and Cost Plus on Expenses
15 votes -
Timesheet/Support Staff User Role
Be able to have more granular control of user roles, in order for employees (i.e. support team), not to be able to see sensitive information of the company (i.e. invoices, expenses, customer balances, etc.). In addition to current timesheet access, I would like to be able to give my support employees to:
1. Create new tasks (currently they can only select from existing tasks)
2. Have the ability to create Fuel/Mileage expenses when they travel to customer site for support15 votes -
Work In Progress Accounting for Zoho Projects
WIP accounting is important for businesses with project sales. This will automate necessary accounting entries and avoid mistakes
15 votes -
Create users without inviting them
I don't need you to confirm that my company email addresses work.
I do want to confirm that Zoho works before everyone gets an email inviting them to join a system that is not ready for them. I want to set up all of my users and their projects and make sure everything works before I bother them with emails. But for no good reason, you're forcing me to send email invites to their actual email address.
13 votes -
Create Complete Projects
- Create a Project, for example - Project A
- We will add, Client Details, Billing Address, Shipping Address, email Id, tel number etc. (this could also be an existing client in my contacts)
- We will also add other contacts associated with this project (could be new or they could be existing contacts in My contacts)
- We can then create estimates / invoices related to this project and its details.
- This way different projects with different clients or same clients can have common contacts, who can view all documents (estimates / invoices etc.) with a single login id and password. which is…
12 votes
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