Nuevo ¡Oferta! Automatic Banking Monitoring without subscription Ver más grande

Automatic Banking Monitoring without subscription

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Nuevo

The Easya Solutions / Dolibarr "Automatic Banking Monitoring" add-on module is an automated account monitoring module. It allows, among other things, the synchronisation of your accounting statements via Budget Insight or by CSV import, to carry out automatically and/or manually matching transactions while following your accounts via an optimised widget.

Más detalles

420,00 €

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This module is used with a subscription to be connected directly to your bank.
It benefits from a new manual mode of importing bank entries and is now available without subscription. Once the entries are uploaded, the tool will help you to automatically reconcile all the entries and will suggest the creation of new management documents if necessary (invoices and others).
Another improvement offered by this module is the multi-criteria reconciliation: it allows you to cross-reference search parameters such as customer name, amounts, invoice references, partial payments and various payments.
   

 

  • Editor: Open-DSI
  • Module Version: v7.0.49
  • Compatibility: Dolibarr 7.0.x - 13.0.x
   

Documentation

  • User guide (FR )

    All informations are on the above document.

Demonstration

  • Demonstration website

    In progress

   

Installation

  1. Download the archive folder (.zip) from dolistore.com
  2. Unzip the archive in the directory /htdocs/custom of your dolibarr.
  3. Module can then be enabled (), set up () if necessary from the setting page and then run.

Corrective Maintenance

No support for use or installation is provided. For this you will have to acquire a time credit on our online shop.
Acquisition of the module via Dolistore is subject to corrective maintenance for one year from the date of acquisition. As such, the anomalies reported on our incident management platform will be handled by our support team. The declaration of anomaly must be carried out online.

   

Updates and availability

Corrective updates of the module will be published on the dolistore.

Support

Online form