Statement import with Categories & Ability to edit transfers between accounts
Hi there! It would be incredibly great for the majority of Zoho Books Users if you update the following:
Import of bank statements in csv- or xls-format with an additional column "Category", so that categories are being set up automatically too. As it is for Payee, Date, Reference, Description fields etc.
Enable to edit categorized and matched transactions which are transfers between different bank accounts. In particular, when these accounts have different currencies:
ability to edit the date (money from one account to another can move for several days, so such transaction usually have different dates of sending/receiving for Payer and for Payee appropriately)
ability to edit the amount (standard exchange rate which is used by Zoho doesn't provide the proper amount of money received. Yes, we can edit the rate, but the number of digits is limited to 5 after dot, so sometimes it is not enough to calculate the exact amount of money received. It distors the data very much and forces us to do some maneuvres with transactions in order to finally get the proper running balance).
Will be very thankful for your understanding and support!
Best regards,
Daria