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Banking monitoring

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The bank tracking add-on module enables you, via a CSV-format import of your bank statements, to perform automatic or manual reconciliations of your entries in Dolibarr. By subscription (contact us) you can automatically download these entries.

FREE

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  • Author Opendsi
  • Module version 14.0.102
  • Release date 09/21/2022
  • Access to download and updates 1 year

More info...


Bank monitoring is a module for automating the entry of payments and The Bank Tracking module allows you to record payments on invoices and their bank reconciliation using two operating modes:
- Manual - by importing a csv file: Import the lines of your bank accounts into a csv file;
- Automatic subscription-based: You don't have to do a thing: your bank entries are synchronized in Easya/Dolibarr from your bank.

Once your entries are in Easya/Dolibarr, benefit from automatic allocation of paid amounts to your invoices, bank reconciliation and rapid creation of corresponding documents if they don't yet exist.


To work properly, the module requires installation and activation of the Advanced Dictionaries module available free of charge from the Dolistore. Click HERE to download it.
Module Suivi bancaire Sans abonnement Avec abonnement
Coût du module 477 € HT 477 € HT + 40 € HT par mois[a]
Import csv des données bancaires X X
Rapprochement rapide des données bancaires X X
Mises à jour du module X (12 mois) X
Documentation X X
Récupération automatique des données bancaires[b] X
Prise en charge de l’installation du module et configuration du module X
Transfert de compétences X
Transfert de compétences X

[a] Abonnement mensuel en sus du prix du module

[b] 2 banques incluses. Banque supplémentaire : 12 € HT par mois


LEARN MORE ABOUT THE MODULE


Our advice: Get help to put the module into production. You'll gain in efficiency and ease of use. Get in touch with us!


TECHNICAL INFORMATION

Licence : GPL V3
Languages : ,

Database compatibility : MariaDB 10.2 / MySQL 8.0 and sup.
Multicompany compliant

Not compliant with PostgreSQL database
Use not supported on NAS-type platforms (QNAS, SYNOLOGY, etc.)


AT OPENDSI'S

Free downloadable modules:

Free modules do not include corrective maintenance. Interventions can be carried out upon request, based on a quote, and billed according to time spent.

Paid modules: purchasing a module provides you, for one year, with:
  • Corrective maintenance. In this regard, any issues must be reported on our incident management platform.
  • Access to downloading new versions published on the Dolistore.
but does not include:
  • Assistance with installation and configuration of the module
  • Training or help with using the module
  • Customization or addition of features to suit your specific use case. Additional services are available upon request and quotation.


INSTALLATION AND UPDATE

Download the .zip archive of the module.

  • Assisted deployment: Download the archive directly into your Dolibarr from the Configuration > Modules/applications page, Deploy/Install an external module tab.
  • Manual deployment: Unzip the archive into the /htdocs/custom directory of your Dolibarr installation.

The module can then be activated (/) and configured ().

Before installing or updating, please ensure that the module is officially compatible with your Dolibarr version.

Find plenty of additional information by downloading our user guide!





If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org