Compiling a payment file in ERPLY Books

Compiling a payment file in ERPLY Books   This manual explains the nuances of compiling a payment file and how to send it to the bank. According to company’s rules, choose the invoices that you need to pay for once in day, once in a week, month, etc. Then check...

Card payment reconciliation

Card payment reconciliation   This manual describes how the card payment reconciliation works in ERPLY Books. The following settings apply both to purchase and sales transactions.   1. General settings First, determine the account that you have to reconcile...

Bank import

Bank import   This manual describes how to manage payments and incomes in ERPLY Books’s bank import module. Module makes managing your payments and incomes simple, easy and precise. In order to automise every step, add bank import rules. These will help you to...

Managing statuses of purchase invoice payment file in ERPLY Books

Managing statuses of purchase invoice payment file in ERPLY Books   EPRLY Books allows you to compile a payment file to pay supplier invoices (and wages, prepayments etc). How to compile purchase invoice payment file in ERPLY Books? First, select module...

ABA files manual

ABA files manual   Creating ABA files with ERPLY Books is easy, when following this instruction: go to “Purchases & Expenses” > “Open Payables”. Choose the payments you want. After that, click “Export Payments to File”.   In order of the successful...

Bank Reconciliation

Bank reconciliation   ERPLY Books has two functionalities for managing bank transactions (of course there are functionalities to add payments manually) – bank import and bank reconciliation. The first one, bank import is meant for recording bank...