Let’s have a look at the various settings you can configure for the Projects module in Zoho Books.

In this page…

General Settings

To configure your project preferences:

Fields Description
Round off time You can change the round off preference of the time entries you record as follows: Round up to, Dont round off, Round down to, Round to nearest.
Enable approval for timesheet If this box is checked, the project manager will have to approve the time entries before they are invoiced
Enable customer approval for time entries If this box is enabled, the client will be requested to approve the entries before they are invoiced.
Projects Preferences

Field Customization

You can add multiple custom fields for the Projects module and assign different data types for each of them. Learn more about Field Customization.

Custom Buttons & Links

You can create new buttons in the Projects module to perform specific actions for your transactions, or to open external links. You can create them using a deluge script and execute actions based on the functions you add. Learn more about Custom Buttons & Links.

You can view and fetch data from different modules using lookup fields or from the third-party service providers using deluge scripts in the related lists tab. Learn more about Related Lists.


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