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26 results found

  1. Hi we urgently need bank feeds for Danske Bank to work in Denmark too.

    Dear Zoho. Due to Brexit, we have moved our company to Denmark. We are now trading 95% via Denmark. Token and Danske Banks works in the UK but so far Token has not fixed it for Danske Bank Denmark despite Danske Banks UK branch is run on the same platform via Denmark. We have to manually import 3 currency accounts and that is a lot of work for something that will take Token 18 minutes to fix. Please help and you than use us for marketing purposes in Denmark as there is a huge Gap in the market

    4 votes
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  2. New column for notes/discussion when reconciling accounts

    There are currently 4 columns available when you are reconciling an account. Date, Details, Deposits, Withdrawals.
    Please add a 4th for notes/discussion. I need to be able to go through all the transactions and make notes on each one for my accountant to review and perform the required work.
    Thanks

    1 vote
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  3. To be able to print a bank reconciliation summary that shows cash book balance and statement balance

    Bank reconciliation summary

    1 vote
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  4. Paypal Refund transaction

    Can we have a Paypal Refund transaction. This would have field for amount of refund and amount of fee credited. Currently I can either input an adjusted amount that doesn't match the statement or enter a journal to account for the credit but this also looks strange on the reconciliation. Thanks

    1 vote
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  5. Comments

    Feature to include comments in the bank reconciliation process.

    It would be helpful to flag and comment on items that have not been reconciled so the reason for failure to reconcile can be explored and rectified.

    1 vote
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  6. hide/archive bank transactions

    Archive of bank transactions / easy inline filter.

    It would be good to be able to archive/hide transactions of complete months/listing. After I have reconciled a statement, when searching for discrepancies I find I have to manually scroll through the records from my previous years first.

    Yes I can re-arrange date order etc, but when i am looking for a record 12months ago, but there are multiple entries in a month I am repairing entries on, all i really want to do is hide all records previous to a certain date.
    OR maybe a quick filter for In-Progress reconciliation transaction…

    2 votes
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