Online Bank Statements

• Configuration
• Usage
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Configuration

To configure online bank statements provider:

1. Go to Invoicing > Configuration > Online Bank Statement Providers
2. Create a provider and configure provider-specific settings.

If you want to allow empty bank statements to be created every time the information is pulled, you can check the option “Allow empty statements” at the provider configuration level.

NOTE: To access these features, user needs to belong to Show Full Accounting Features group.

Usage

To pull historical bank statements:

1. Go to Invoicing > Configuration > Online Bank Statement Providers
2. Select a specific provider
3. Click on PULL ONLINE BANK STATEMENT
4. Configure date interval and click Pull

NOTE: To access these features, user needs to belong to Show Full Accounting Features group.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits