by Nicol Safronova | Jul 23, 2024 | Uncategorized
Bank import check once an hour This tutorial fixes the issue when: You have an automatic bank connection Customers pay in the bank Payments are instantly added to ERPLY Books Customers make an order online which is the basis for their payment But the order reaches... by Nicol Safronova | Jul 19, 2024 | Uncategorized
Colors in the bank import Colors show the status of payments. In the case of some colors, you need to take action so that the bank import works correctly. See below. 1. Green: Ready to be saved. This means the system can connect a payment with a document or account... by kristiina | Aug 17, 2023 | Bank
Bank import rules recommended by the system ERPLY Books now recommends that you automate certain banking transactions after saving a bank import, this way you don’t have to reconfigure it in the future. The system will check whether the payment could be... by Paula | Aug 10, 2023 | Bank
Searching mismatches in the bank import In ERPLY Books, it is possible to search for mismatches in the bank import between transactions. The principle of this function is to check if the amounts match. For example, if 10 invoices are paid and you delete one of... by taavi | Mar 30, 2023 | Bank
Bank balance confirmation in bank import Let’s say you are doing all transactions in bank import as of yesterday. After saving, the bank balance is fixed – you can check it separately from the balance report. Then go to the chart of accounts and...