filter transactions by payment type when matching transactions
When matching deposits to transactions, it would be great if we could filter by payment type as our credit card machine sends batched deposits separately by "credit card" and "debit card" every night. Also, we deposit "checks" and "cash" at the end of every week. These payments types are already entered for each transaction. This would allow us to quickly identify the numerous transactions that make up every deposit. Our current workaround is to deposit all transactions into an "undeposited funds" account we made for ourselves, from which we transfer the amounts for each category into the checking account at the end of the day/week. Then, when the deposit comes through the bank a few days later, it matches the amount of the transfer.
Another way to do this would similar to quickbooks for PC, where you actually perform a "deposit" within Zoho Books which shows you all undeposited income transactions (with payment type) - at that time you check each item included and the total becomes the deposit amount, which can then be easily matched with the bank deposit when it comes through.
If you can do something about this, it will eliminate a lot of extra work in our current workaround solution. Thanks!