Zoho Books
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25 results found
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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.
Thanks1 vote -
To be able to print a bank reconciliation summary that shows cash book balance and statement balance
Bank reconciliation summary
1 vote -
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 -
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 -
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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