Project and Timesheet Report (Zoho Books-MTAB USA)

Project and Timesheet Report (Zoho Books-MTAB USA)

 

  • Outcome:

The Project and Timesheet Reports in Zoho Books provide actionable insights into project performance, time tracking, and financial management.

  • Use case Implementation Steps:

Implementation Stage 1: To customize candidate module  

  1. Log in to Zoho Books website with Administrator privilege.

  2. Go to Reports >  Projects and Timesheets.

 

 

Implementation Stage 2: Locate Projects and Timesheets Reports

Description:

  • Scroll down to the Projects and Timesheets section.

  • Here, you'll find various reports such as Project Summary, Project Details, and Timesheet Details.

 

 

 

 

 

 

 

Implementation Stage 3: Generate the Desired Report

Description: Here I am taking the example of Project summary report.

  • Project Summary Report:

  1. Click on Project Summary to view a comparison between logged hours/amount and budgeted hours/amount, as well as billable versus non-billable hours/amounts for all projects.

  2. To customize this report based on customer name or project status, click the Customize Report option.

 

 

 

 

 

 

 Target Audience:

1. Small and Medium Businesses (SMBs)   

2. Freelancers & Independent Contractors   .

3. Project Managers & Team Leads  

4. HR & Payroll Departments  

 

  • Users:

1. Business Owners / Entrepreneurs

2. Project Managers

3. Employees / Team Members

4. HR & Payroll Teams

5. Finance & Accounting Teams

  • Flow Chart:

 

  • Tool Permission Required:

      Zoho Books

  • Link Required:

      Flow Chart

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