Bank import rules recommended by the system

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...

Bank Connection

An accountant’s workday is largely spent on manually linking transactions with bank transfers. Why spend valuable time on activities that can be automated?  ERPLY Books has a bank reconciliation solution. Thanks to this, transactions can be quickly and conveniently...

Bank balance confirmation in bank import

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...

Managing payments when the bank import is connected

Managing payments when the bank import is connected   This manual is applicable for managing payments when you have the bank import connected with Swedbank Estonia and Nordea, Danske and OP Bank in Finland.   How to connect the Swedbank bank import in ERPLY...

Reference numbers in ERPLY Books

Reference numbers in ERPLY Books   This manual will give an overview of reference numbers in ERPLY Books. 1.Creating reference numbers ERPLY Books can generate 7-3-1 rule based reference number for your sales invoices automatically when you have corresponding...

Bank statement editing

Bank statement editing   Building Bank Import by ERPLY Books is a paid service and its minimum price is 99 eur + VAT. If you want to build bank import please contact us at support@erplybooks.com   In ERPLY Books, you can build your own bank import. This is...