Need better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account

Need better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account

Hello,

Request to have Zoho create tighter integration between Undeposited Funds and Invoice Payments.  Currently reconciling the undeposited funds account is a fairly tedious process for us.  Since the deposits and payments are just thrown into a "bucket" without any tie out we frequently have to go through the undeposited funds account line by line to find out where errors have occurred.

It would be great to have a feature similar to what QB has where - when you enter a deposit now in banking - instead of using "other deposit" there is a way to see all of the invoices that have had payments through undeposited funds and check them off to make sure that total amount of the deposit ties out exactly to the payment.  Then the undeposited funds account should always be correct.

Thank you!




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