Transactions
Overview of bank transactions downloaded from connected bank accounts. Transactions are automatically matched with invoices and contain detailed payment information.
Screenshots and a more detailed guide are coming soon.
Viewing transactions
In the left menu, click Settings → Transactions. A list of all downloaded bank transactions is displayed. Each transaction contains: booking date, amount, constant/variable/specific symbol, counterparty name, counterparty IBAN, and status (New / Paired / Partially Paired / Internal).
Transaction detail
In the transaction detail, you see extended information: Internal transaction ID in the bank, Entry number on statement (unique within statement), Global payment ID for modern payments (SEPA), Transaction type (ISO 20022 code), and Transaction ID in the application where it was dispatched. For paired transactions, you see the link to the corresponding invoice.