Welcome to Portal

?Unknown\pull-down

Welcome to Zoho Cares

Bienvenido a Soporte de Zoho

Search our knowledge base, ask the community or submit a request.

Why are the payees not checked when 2 payments are for the same amount to avoid exclusion?
If there are 2 ( or more ) payment amounts which are the same then they are automatically excluded, this should not happen unless the payee names are the same !!

2 users have this question.
3 Replies
Reply
  • Zoho MVP
  • 17 days ago

I think what you're observing must be more complicated than Zoho Books by default automatically excluding payment amounts that are the same.

I just checked one of my bank feeds, and we have several transactions of the same amount on the same date coming through, no automatic exclusions.

There may be some setting or rule that's in place in your instance, or it may be a version / geography thing. I'm on the Zoho One version in the US. I have feeds via both Yodlee and Plaid, and neither seems to give the behavior that you're observing.

Is there anything else you can share about this situation that may help diagnosis?

  • 17 days ago

Thanks Donald,

I've changed the "Exclude duplicated transactions auto" to "No thanks, I'll do it myself" now ( maybe that's your setting ? ) but I'm sure that the description I gave above shows that it should function as mentioned?

  • 16 days ago

By default, all banks automatically exclude such duplicate transactions which are not really duplicates. Changing the settings for each bank is a tiring job. By default they should have provided us the option to chose what we want as default for all banks. 

Reply to terryA
/* */
  • 12
  • Insert
  • Plain text
Add Comment
(Up to 20 MB )