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Banking
Banking
Bank accounts, import of statements and reconciliations
Bank accounts
How to Edit a Bank Account?
How to Add a Bank Account with QR IBAN?
How to add a bank or cash account?
Bank imports
How do I import a PDF statement?
How do I import a statement in CSV CAMT 053 OR MT940 format?
Bank reconciliation
How to make an automatic reconciliation?
How to make a manual reconciliation?
How to Reject a Transaction?
How to Split or add a Transaction ?
How do you make a bulk reconciliation?
How can you reconcile with AI?
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Payment orders
Generate a payment order
Approve or Reject a Payment Order