Auto-categorization of bank transactions
Based on Bank Rules, automatically post transactions.
84
votes
AdminReshma
(Community Manager, Zoho Corporation)
shared this idea
Hello Everyone,
Zoho Books can now recognize your transactions based on the bank rules you have setup. All you have to do is, go to the “Recognized” transaction filter, review the transaction, bulk select them and give a single click to Categorize.
Refer this link to know how – https://www.zoho.com/books/help/banking/bulk-actions.html#bulk-categorize
Regards,
Pavithira – Zoho Books