Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?
Hi everyone,
I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books.
We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are ongoing and will be for many years and the teams will change periodically, it's seasonal work.
The different staffing packages we offer mean that a lot of our staff are on different global hourly rates. Most of our jobs have more people on them, the team log their time on Zoho People, the timesheets are pushed through to Zoho Books and we then create invoices monthly. Easy.
Now, to take advantage of the reporting Zoho boasts about, we would like to know the profit margin on these jobs. Billed total for the job - cost of staff for that job. I have been told this is not a supported function.
I'm completely nonplussed as to why you can enter this information but it is not available to use in the profitability report.
I can see you can add in an hourly rate per user on each project in Zoho People. We have over 500 projects and over 15 members of staff, I have been advised to manually update these 7600 records which I think the time I may spend doing this will eat into a chunk of that profit! I also don't understand the longevity and accuracy of this, if a team member gets a pay rise do I then need to go into every project they are working on to update their global rate?
I also found the Hourly Cost setting in the user on Zoho Books, this states this will only be used/updated for new projects. (I tried this, it didn't update for new projects as mentioned so is pretty pointless) and also doesn't solve the issue of updating the 7600 user records in the pre-existing projects.
As I mentioned, I have spoken to the support team who say this is not supported however is such an important report for us to pull and quite frankly an oversight from team Zoho.
I hope I am wrong and that this is a possibility. Has anyone had the same issue? Does anyone have a work around? At this rate I will have to take the information our of Zoho and into excel and create the report myself which is doable to I'd like the software to collate the data it's given!
Thanks for anyones help,
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Georga Charity
Selina Peter
Sticky Posts
[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMSLatest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_WebinarBest practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1Zoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100Master the art of budgeting with Zoho Books | Free Webinar | 4th & 5th March 2024
We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Countries and Towns - Lookup Multi Select
Hi, Sorry I'm new with Zoho Creator and Deluge. ---------------------------- Form A = Countries Form B = Countries and Towns (with relation) in a Form C, i have a lookup field "Country" and after user input, i would like to auto populate the lookup multiDeluge Script In CRM To Deal With More Than 200 Records
Hi, I have a Deluge script, which works perfectly. We have a custom field in the Campaigns module called Total_Raised which looks at the Donation_Amount field in the custom module, Donations. The idea is to sum up the total of all donation amounts. However,Software Integration
Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.Zoho Survey - Respondent User Portal - RealTime & Response Access
Hello everyone, I have two questions which I would appreciate your guidence on. 1. I have written to Zoho and they tell me no REAL TIME API access is available against completed surveys. From what I gather the only way to get these in real time is toZoho Sheet View
Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?Email alias to create task in a specific task list
How do you create a task by emailing the email alias to a specific task list? I just tested this, and it just created the task in a 'General' task list - 'General' did not exist before so it has created this. A project might have multiple task lists andMapping a custom picklist to another picklist when creating a connected record with a workflow
Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?Search bar in portals
Is there a way to add a search bar in portals for finding Contacts or Deals in the list?Announcing Multi-language Support in Zoho FSM
Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -Workdrive Oauth2 Token Isn't Refreshing
I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops soApproval Processes Issue
Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by differentDoes Zoho Sheet "Save as PDF" support Thai font?
Hi I want to download Zoho sheet as PDF Document. In the preview it looking good but when I dowload it the font is look different. I use "Cordia New" but the result look like it swtich to "calibri". I try to use "Print" then select printing destinationhow to create view in leads module to that will show all leads + converted leads?
is it possible to make custom view that combine all leads + converted leads? how to do thatGlobal Subforms
Hey 👋🏼 We have a few subforms to calculate a detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of them in different cases for documentation reasons. For example, an approvedGuidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts onCannot Send Email to a Gmail Account
Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts. But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into theirAssociate Potential with Purchase Order
Dear Zoho Team I'm looking at associating a Potential with the various Purchase Orders that are issued to Vendors for that specific Potential. This would be of tremendous use at a later stage. Is this possible? I have tried looking at mapping dependency fields, but couldn't find a solution. Please advise.Issue with Zoho Books /Zoho Inventory Support Team
Oh my goss! This ticket just got closed without a solution/response?! (attached screenshot) That is so pathetic. I thought I could keep impartially all tickets tracked in your help website. Do I need to track issues raised to zoho support team in a separatePRICE INCLUSIVE OR EXCLUSIVE IN ITEM MASTER CHECK BOX
please provide checkbox or tick box to specify price mentioned in item master is inclusive or exclusive of taxes for better information. The feature is available in odoo and its very helpful.Using Snippets in Comments
One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?Images uploaded onto text notes through the mobile app won't render
When uploading am image onto a text note, exiting the note and going back in, the image is gone and shows an error icon in its place, and also won't display directly on other devices, including on the desktop version. Uploading the same image on the sameZoho Mail - Import Event from the main page (not options)
Hello, If you need to import an event or invitation in Zoho Calendar, you need to go in the options/parameters to do the import. We would suggest to have a "import" button and pop-up on the main calendar page. It would avoid to go in the options to doZoho Books - Organize view in sections
Hello, Is it possible to organize the basic or custom fields in Zoho Books (estimates, invoices...) views ? Did not find a way to do it. With many fields you obtain a long list of unstructured/unorganized fields. If it is not possible, is it planned pleaseZoho Books - Cloud file picker storage solution order
Hello, Is it possible to determine the order of the 3rd party storage solutions in the cloud file picker. We use Workdrive and the first one is Zoho Docs. It forces us to click every time on the Workdrive icon to reach the files. We'd like to positionZoho Applications - What's New Alerts
Hello, Sorry if I haven't checked enough, but is there a way to have email alerts on the "What's new" pages of each application please ? Correct me if I'm wrong, but today you have to go every day on each what's new page to know what has changed. By theInvalid SupportPlan ID Create Contract error Zoho Flow to Zoho Desk
I get the following when trying to create a contract in Zoho Desk from a webhook from Zoho Flow. "Zoho Desk says "Validation failed for the condition : Invalid SupportPlan ID""Zoho Projects Currency fields in Deluge script
I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticedASAP widget broken?
Hello, i've only just recently signed up and finding the whole set up a bit of a minefield. I've created and embedded the ASAP widget onto my website and a couple of things seem to be broken. 1. The launcher icon is missing 2. The form to submit ticketsTicket owner for desk ticket can't be set using Zapier "Create ticket" function.
I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if IInitiate data import using Deluge script
Is it possible to open the screen to begin the importing of new records using Deluge? So for example, my users would click a button on a form that starts a workflow action. This action would then open the screen to "Import Data for Current User Projects".Email Body as Ticket Description
Many of my customers use the support email instead of the portal to enter tickets. When this happens, the "Description" field is left blank. The email subject is automatically entered as the ticket subject when tickets are created this way - I would likeWriter Merge and Sign OAUTH API Call error.
Trying to send a request to the Merge and Sign API. I keep getting "Merge data not found. Please try again with proper merge data." Request is sent via JS axios call. We use the same exact data inside a CRM function and everything works. Followed theTickets associated with my service contract are not subtracted from the pool of hours configured in contracts in Zoho Desk
Hello community, I hope you can help me with this query. I have set up contracts in Zoho Desk, and it is associated with a client that has a quota of 30 requests per month. In my client I have 4 email accounts associated that can make requests and thesePartial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.Unique Use Case?
We operate a lawn care & landscaping company and are developing an instant estimator on our website based on a lot size api. Is there any way to pass a monthly subscription price onto a hosted payment iframe? Every user will have a different price soI am unable to view a client's related information within their account, a lock appears in Zoho Desk
Hello community, I have a problem that I can't solve, I have a client with a related contract and I can't see their associated tickets, it tells me that I don't have permissions, I've already checked the permissions everywhere, but I can't fix the problem.How to Map SalesIQ Visit Data to a Custom Module (Job Seekers) in Zoho CRM?
My Company’s Current Workflow For my company, when a SalesIQ session is completed: SalesIQ searches the Contacts and the Leads modules for a matching record (based on the visitor’s email or other identifiers). If a match is found: The Visit Summary isCRM email
Our CRM email automatically adds myself to the TO: (email address) How do I change that to pick up another field?Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI
Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is notNext Page