Create a Rule To create a rule template for the automatic addition and categorisation of transactions, follow these simple steps: go to the “Bank Import” section, click on the “Automation” icon in the top right-hand corner, then click the “New Template” button. Once a rule is created, any transaction that matches will be automatically categorised
In this section, you can create and manage templates and rules for the automatic addition and classification of transactions, whether they are income or expenses. These rules help simplify and speed up the processing of your banking operations by ensuring that each transaction is automatically classified according to predefined criteria, thus reducing manual errors and
If you cannot find a rent or a security deposit in the “Finances” section, you have the option to recreate them. Before proceeding, please check the following in the tenancy agreement: Ensure that the tenancy is indeed active. Check that the tenancy has not come to an end (verify the end date and ensure that
Automatic Account Synchronisation This section of the software allows you to automatically synchronise and import a bank account and its transactions. Go to the “Finances” section and click on “Bank Import”. Then select “New Import” or “New Synchronisation”. Select the owner and the synchronisation period (30, 60, or 90 days). You will be redirected to
To create a “Credit Note”, follow these simple steps: Go to the “Finances” section and then click on “Add an Expense”. For each expense of type “Credit Note”, you can enter the following information: The type (Credit note, Tenant balance refund, Other expense, etc.), The date, The client, The amount, The VAT amount, In addition