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General
Customers & Vendors
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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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