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 that add and classify transactions automatically, whether they are income or expenses. The rules speed up the handling of your bank transactions by classifying each one against criteria you set in advance, which cuts down manual errors and admin time. You can create, edit and delete a rule.
If a rent or a security deposit is missing from the “Finance” section, you can recreate it. Check first that the tenancy is active, that it has not come to an end and that the generation and receipt dates are right, then use the “Regenerate payments” action in the “Tenancies” section. You can also add a rent by hand.
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.
