Projects
- How do budgets for projects work?
- How do I include unbilled expenses and projects in an invoice?
- How do I clone an existing project onto a new one?
- How do I create an invoice for multiple projects?
- How do I maintain a common task list and use it for all the projects?
- Billing methods and their descriptions
- How do I start the timer for a project?
- How can I restrict timesheet user(s) from viewing or recording expenses associated to the project(s) they are working on?
- How do I link multiple customers with a project?
- How do I invoice a project based on milestone?
Timesheet
- How do I give new users or supervisors access to the Timesheet module?
- How do I log time for other users?
- How do I delete a time entry?
- How can I permit my Timesheet staff to record expenses?
- How do I bulk add time entries?
- Can I clone a particular timesheet entry?
- How do I submit a timesheet for internal approval?
- Why am I unable to invoice my timesheet?
- Can my customers approve Timesheets using a public link?
- How do I import timesheets to Zoho Books?
- How do I round off time entries while invoicing them?
- How do I show the time entries as individual line items in the invoice?
Costing
- How do I include the indirect costs incurred, to my projects?
- I’ve completed a certain part of the job and I want to invoice my customer for it. Can I do this in Zoho Books?
- How do I create a project quote and share it with my customer?
- How do I fix the cost for a user in Zoho Books?
- How do I calculate the total cost incurred for the hours worked by a user?
- Can I change the Cost per Hour of a user effective from a particular date?
- How do I record expenses incurred for a project?
- What are the cost budget and revenue budget fields that are displayed while creating a new project?
- If I select the billing method “Based on staff hours” and specify the Cost per Hour for each user, how will expenses be generated automatically from the time entries logged?
Reports
- How do I compare billed and unbilled hours?
- How do I check the billed or unbilled hours and amount of a task or project?
- How do I track the budgeted hours and logged hours?
- How can I view the expenses incurred in a project?
- How do I evaluate the project’s profitability?
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