Bank Import Rules

Bank Import Rules   ERPLY Books allows for a very high level of automation for bank statement processing. The system does most of the work automatically, but some transactions must be assigned to the right place first. ERPLY Books has banking rules for this...

Searching mismatches in the bank import

Searching mismatches in the bank import   In ERPLY Books, it is possible to search for mismatches in the bank import between transactions. The principle of this function is to check if the amounts match. For example, if 10 invoices are paid and you delete one of...