Let’s have a look at the various settings you can configure for the Projects module in Zoho Books.
In this page…
To configure your project preferences:
- Go to Settings > Preferences.
- Select Projects in the left menu and choose your preferences.
|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.|
- Click Save.
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.