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4 results found

  1. have a bank reconciliation report that can be printed

    I am used to having a bank reconciliation report I can print and sign-off on and keep with the bank statement as evidence the account is reconciled. This is a fairly common internal control requirement. The report would showed the cleared and open transactions so that an auditor can see how the month end balance per the bank agreed to the balance in the general ledger.

    3 votes
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    2 comments  ·  Banking  ·  Admin →
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  2. Bank Charges in Bill Payments as they are in Invoice Payments

    A bank charges field when you make a bill payment. The same way it exists for an invoice payment.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello, 



    We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor. 
    As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges. 

    Have a great day.

  3. Bank charges in vendor payment via banking - Categorise manually

    have an option to split bank charges and vendor payment amount while recording vendor payment from bank feed in categorise manually option. The bank feed is one consolidated amount including vendor payment and bank charges which needs to be split while recording the same. With this option lot of time is saved. This option is available while recording customer payment. Same can be made available for vendor payments as well.

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    1 comment  ·  Banking  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello,

    

We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor. 
    As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges. 

    Have a great day.

  4. I wish to see cash on hand or petty cash on dashboard

    The dashboard summary should throw up cash in hand also

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    0 comments  ·  Banking  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello, 



    By enabling the ‘Add to the watchlist on my dashboard’ for the account by editing the account in the chart of account, you will be able to see the required account in the Dashboard. 



    Regards, 

    Zoho Books Team

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