Depositing funds to account
Hello,
I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect.
In QB, the process is to create an invoice, receive payment and then deposit funds. Each of these activities is a separate and can occur on different dates - if a customer pays via cash or cheque it may be days before I do the actual deposit. So in the transaction history, I can see there 3 distinct operations and their dates.
In Zoho Books, I have invoice and received payment, but from what I can see the instructions for depositing state that I should go into the payment receipt and change the account from Undeposited Funds to the bank account. This means then that the date of the payment receipt and the date of the deposit will show as the same which may be incorrect. Is this how is really is or am I missing something??
Thanks
Steve
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