Managing all your project finance can be daunting. Project Managers and finance assistants can generate estimates for their clients at the start of the project and also invoice their expenses. This Invoice and Books integration helps track overdue invoices and have your expenses mapped with each project. You can now track projects and their finance at one place without a hassle.
Key Features:
Generate estimates and invoices within a project and send quotes to the customers instantly.
Access project finance from anywhere inside a project.
View the invoiced amount in the Budget Status graph on the dashboard.
Based on the business, multiple currencies can be set for budget and invoices.
Zoho extension are not accesibe with firefox and brabe browser pc Exemple in bigin, seting. ,garniture, / marketplace. .error message market place not allow connexion. (I habe no popun and no ads blocker
We regret to hear that you have been facing issues with the extension. We have also created a Ticket at our end to follow up with you and have sent you a response requesting further details to debug and fix the issue.
Excellent service delivery driver v good service and good service delivery and the account number for the same issue is if you are not there for me to do
Thank you for your feedback and I hope that Projects / Invoice integration was helpful. If you require any further information, please reach out to us on support@zohoprojects.com.
We regret to hear that. In order to check and debug it further, it would be great if you could drop us an email at support@zohoprojects.com with more details which then we can assist you further accordingly.
We are sorry to hear this. It would be helpful if you can send us an email to support@zohoprojects.com with the portal details, email Id of the users and screenshots so that we can check this and assist you accordingly.
We are sorry to hear this. It would be helpful if you can send us an email to support@zohoprojects.com with the portal details and screenshots so that we can check this and assist you accordingly.
Definitely, we can help you with the trial extension. Please drop an email to support@zohoprojects.com so that we can proceed further and extend the trial.
It would be helpful if you can elaborate your queries/ issues and drop an email to support@zohoprojects.com so that we can check and assist you further.
Bad Extension Client users Log hours doesn't sync if a task is moved into another project that will not reflect into books and everything will be missy because you won't be able to even delete the old log hours
Great tool. Would've liked to have some personal followup with a specialist to review specific functionalities. However, what i was able to explore seems like a very complete tool.
Thank you for your valuable feedback. Please drop an email to support@zohoprojects.com along with your contact number, so that we can assist you further.
The integration needs to be 2-way. You should be able to add users/customer information when creating a project. Need to have better integration about users/clients.
The interface is not well designed. All the projects appear in a list with no indication of which projects have unbilled time and no filtering is supported. You must invoice projects one by one as there is no automation to support creating invoices for all projects requiring them. The integration itself reports false errors about project that cannot be synced because they are not associated with a primary client - when in fact the projects do appear linked from Zoho CRM. Disappointing.
It is really sad to know that you have had a hard time with our Books/Invoice extension. However, as per our current design you can only create an invoice if its associated to a Primary client. This is due to various reasons. Zoho Projects supports multiple client companies within a specific project but this does not apply to Zoho Books or Invoice.
CRM -
Within CRM, You will be able to associate a project to multiple accounts. So within Zoho Projects, it will have multiple client companies.
Books/ Invoice -
Even though Zoho Projects supports multiple client companies. The system will not know which client it has to be Invoiced with. So we have to specifically state a Primary client.
We do understand your requirement and i will have this forwarded to my development team. Hopefully we can make this change in future.
Thank you for taking your time to provide us with your valuable feedback Time.
If you require any further assistance, please do get back to us at support@zohoprojects.com
I am having difficulties keeping information reliably exchanged and transferred between Zoho projects and Zoho books. Often, the transfer of information fails and when I contact the technical support, so far I have not been able to get reliable support to fix the issues I am facing.
I can't choose item for hour (if i have many hour and price). I can't round time about 15 min. I can create bill from project, i can only expance. Regards
There is no way to handle staff rates in different currencies making the integration to books useless, you configure the rate in projects to be 100, means in books it will be 100 in whatever currency the customer has. The rate much either be set per currency or in base currency and converted to customer currency because there is a huge diff between 100 usd and 100 SEK for examp,e
Didn't work and ZERO documentation on how to SYNC projects to Books- literally zero documentation. You keep referring to a "Primary Client"on screen - I don't know what that is and there is ZERO info on "what a primary client is" and can we have more than one (I have many clients), and even "how to add a primary client" - HOW DO WE?? The Projects App is amazing - BUT - the Client Portal (again, no info) and Sync to Books is VERY lacking! No documentation for sure an important feature - don't all businesses sync timesheets to Accouting? My solution - I'll just manually transfer the data, like in 1980 - much less worriesome - I'm aftraid I'll lose hours and revenue with your zero-explanation SYNC feature. Big fan!! but this part is no good.
I wish I can select multiple projects and convert it into an SO so we can ship it out. Now, we have to manually add each project the SO to send to customer. I hope zoho can add that function in the future. Thanks
Hey, Thank you for providing us with your feature request. Let me forward this to my development team and will request them to consider adding this to our future roadmap.
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Hello,
I would recommend you to try Zoho Invoice for Zoho Projects. It would add a lot more value to your Projects account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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We regret to hear that you have been facing issues with the extension. We have also created a Ticket at our end to follow up with you and have sent you a response requesting further details to debug and fix the issue.