Can We Please Categorize Transactions On The Mobile App?

Can We Please Categorize Transactions On The Mobile App?

Hi there,

We can use the banking module in the Zoho Books app. It allows us to Match transactions. However, for Paypal payments, we can not add an adjustment to match the transactions. Or, to categorize expenses, we cannot match them unless there is a bill created for that expense (which is so much extra work for common credit card expenses). When you're dealing with 400+ transactions, it would save so much time every month to just be able to reconcile transactions on the go.

All this could be solved just by allowing categorizing or adjustments on the banking module of the mobile app.

Please make this a priority. I have asked about this feature a few times over the past couple years.

Thanks,
Chad