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2 results found
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Split and expense or deposit to different categories.
It would be nice to be able to split transaction items into different categories after downloading from my check register.
12 votes -
Bank Reconciliation Transaction Difference Adjustment
Hi
When reconciling a bank transaction amount against several payments sometimes the amounts may not match due to an extra change that has been deducted from the total amount shown in the bank.eg.
$1000 Bank Transaction processed by payment gateway to bank. Relates to 3 Invoice payments: $250 + $250 + $475. When the amount is processed there was a charge of $25 for a past rejection that is not related the 3 invoices.
A way to still match these 3 invoices to the transaction and also to note any difference would be very helpful. I believe Xero has…3 votesHello Everyone,
We have now enhanced the transaction matching with options to add on the fly adjustments.
Refer this help link to know how- https://www.zoho.com/books/help/banking/match-categorize.html#adding-adjustment
Hope you like it :)
Cheers,
Pavithira – Zoho Books.
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