Basic Functions in Projects

Let us have a look at some of the basic functions in the projects module.

In this page…

Enable Time Tracking

Before you can start creating projects, you will have to enable the Timesheet module. Here’s how you can do it:

Enable Projects

Create Project

To create a new project in Zoho Billing:

Create Projects New Projects

Billing Method

The billing methods that you can use are:

Fixed Cost for Projects

Fixed cost for projects sets a fixed rate for the project. The project will be invoiced for the amount set in this field.

Fixed Cost Projects
Fields Description
Total Project Cost Enter the project’s total cost for which you will be billing your customer.
Users Select a user to work on the project. You can also add an extra user by clicking + Add User.
Tasks Enter the tasks that need to be done to complete the project. You can add more tasks by clicking + Add Task.

Tasks can also be created later for the project.

Based on Project Hours

 This option will calculate the number of hours spent on a project and the customer will be invoiced accordingly.

Projects Hours

At the completion of the project, you can charge your customers based on the number of hours logged for the project.

Based on Task Hours

The project will be billed based on the hourly rates of the task and the customer will be billed accordingly.

Task Hours

At the completion of the project, you can charge your customer based on the tasks completed.

Based on Staff Hours

The project bill will be calculated based on the hourly rate of the staff and the customer will be invoiced accordingly.

Staff Hours Projects

Tasks

A project can comprise of a single or multiple tasks that need to be completed. You need a task associated to the project before you log time. To add a task:

Add Task Add Tasks

Import Projects

If you already have a list of projects and tasks in your existing accounting system, you can import them into Zoho Billing in the CSVTSV or XLS format.

Import Projects
Insight: The file size cannot be more than 1 MB.
Insight:
  • Character Encoding is used to pair numbers with characters. By default, the Unicode Transformation Format (UTF-8) encoding is used which supports a wide range of characters that go beyond 8 bits.
  • The Field Delimiter is used to separate two values in a row. While importing vendor credits, the default file delimiter is comma (,).
Import Projects Import Projects

Similarly you can import tasks. Here’s how:

Import Tasks
Insight: Zoho Billing will auto-match the file headers of the imported file to the closest matching field in Zoho Billing. You can manually edit each field to match the headers, and save these preferences. On proceeding, Zoho Billing shows you any unmapped field you may have left out or could not match. You can map these by adding new fields with matching headers.

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Functions in Projects

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