To add and classify imported bank transactions automatically, create rules from the “Bank import” section via the “Automation” icon and the “New rule” button. For each rule you define the owner, property, tenancy agreement, type and payee, plus the trigger criteria: keywords, amount, description and status. Matching transactions are then classified for you.
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
This section lets you synchronise and import a bank account. Connect your bank from “Finance”, “Bank import”, manage the connected accounts, and match the imported transactions with your entries in the “Finance” section — manually or automatically. You can also reconnect a disconnected account, delete a synchronised account, or import a QIF or OFX statement manually.
To create a credit note, go to the “Finance” section and click “Add expense”. For each expense of the “Credit Note” type, you can enter the type, the date, the customer, the amount and the VAT amount, plus the tenancy agreement, a number, a description and the associated documents, and enable the “Credit Note” option.
