Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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9 results found
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49 votes
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Keep the most recent date at the top of the Timesheet
I find it very confusing that the timesheet for all projects shows by default the oldest data points. I need to manually set it to Latest a couple of times a day.
23 votes -
project custom fields
Possibility to add Projects custom fields that can then be used in the project overview screens
In my case I will use them to track the project status with fields like:
Percent Complete => a % entered by hand
Work Status => a field to add a small description like awaiting customer or not started, or development
some filed used for specifying applications and versions I use
in this way I will be able to have at a glance the project status without to enter to see all detail information
7 votesHi there,
You can create custom fields for projects module by switching to Settings > Preferences > Projects > Custom fields.
For each detail you have mentioned, you can choose appropriate data types and enter values to it.
If you have any clarifications, you can write to support[at]zohoinvoice[dot]com and we would be glad to assist you.
Regards,
Reshma. -
Export time entries
I would like the ability to export all (or user definable subsets) of my time entries to csv format.
3 votesHi Jim,
You can very well export your timesheet entries now :)
- Head on to the Timesheet tab and click on the tiny gear icon with a drop-down next to it ;
- Go for the Export Timesheet option and choose the preferred file format.If you have further queries, just send an email to support[at]zohoinvoice[dot]com. We’d be glad to assist you !
Cheers,
Reshma. -
Timesheet>Projects. Make searchable by Project Name (text box)
Timesheet>Projects. Make searchable by Project Name (text box)
3 votes -
Multiple filters for timesheets
It'd be great if you could filter by multiple options at once. For example, looking at billable hours for only one user for a certain date range.
2 votes -
Set status of time sheet hours manually to status "invoiced" instead of "not billable"
It would useful to set the status of time sheet hours manually to the status "invoiced" instead of "not billable".
I don't want to use the existing function "invoice" hours because I prefer to use the function "estimate converting to an invoice". This way I have more control on my sales and invoicing process.1 voteHi Shorshi,
Even without creating invoice for a timesheet entry, you can mark it as invoiced. This way, it won’t be included in any of your invoices.
To do this, select the timesheet entry using the checkbox to its left and choose “Mark as invoiced”.
If you have further questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
time
I would greatly appreciate a way to make bulk entries for time logs. This would be very useful for recurring tasks with identical or similar attributes on a specific project. It is quite annoying when you have to enter time logs for a past period of time (e.g. a whole month or quarter) and every entry starts with selecting date, project, task, etc.
There could be a start/end option similar to the "time spent" entry, only for a complete date range.1 voteHi Hakan,
You can very well log bulk time entries for your projects in Zoho Invoice :)
Using the “Calendar” view and the “Weekly logs” options, you can record several time entries in
minutes. You can refer this help document for more insights on this :https://www.zoho.com/invoice/help/timesheet/timesheet-multipleproject-logtime.html
Regards,
Reshma. -
Would be nice if we can filter timesheets by timekeeper
Would be nice if we can filter timesheets by timekeeper, so we can see what that employee entered for that day, or week... etc.
1 voteHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, you can generate the ‘Timesheet details’ report and use the ‘Customise report’ option to filter the timesheet entries corresponding to one user. You can also set a date range for which the report has to be generated.
If you have any further questions, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma
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