Zoho Books
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25 results found
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create bank rule from transaction
Ability to create a bank rule straight from a transaction ,with fields pre-populated. There is so much pollution on statement lines with transaction ID's, references etc, sometimes payee names are cut off. Extremely time consuming trying to type every little nuance & quirk for each statement line in a bank rule from scratch.
1 vote -
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
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