Promozioni

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    Ti piacerebbe vedere evolvere il tuo progetto in modo efficiente e strutturato? Il modulo Gantt Professional Advanced ti consente di gestire tutti i tuoi progetti in un unico posto, senza la necessità di utilizzare Gantt Project. Crediamo che tu possa gestire efficacemente i tuoi progetti con gli strumenti giusti e il modulo avanzato Gantt Professional è uno di questi.

    600,00 €
  • MBI Yousign firma certificata eIDAS

    Il modulo MBI Signature Yousign consente ai tuoi clienti di firmare preventivi, ordini, contratti, mandati SEPA, interventi e bolle di consegna tramite Yousign, nonché documenti esterni allegati e file esterni. La firma certificata eIDAS include un codice SMS per verificare l'identità del firmatario.

    20,00 €  (33.25€)

Nuovi Prodotti

  • Protezione Crediti

    Il modulo Credit Guard per Dolibarr è progettato per proteggere la tua azienda dai rischi legati ai clienti con pagamenti in ritardo o agli acquisti da fornitori con saldi aperti. Utilizzando limiti di credito predefiniti, Credit Guard garantisce che nessuna transazione superi soglie sicure, offrendo pieno controllo sui saldi e sulla gestione della liquidità.

    19,00 €
  • Gestore Allegati Email

    Il modulo Email Attachments Manager per Dolibarr è progettato per semplificare e ottimizzare la gestione degli allegati durante l’invio di e-mail direttamente dall’ERP. Identifica automaticamente tutti i documenti rilevanti legati al contesto corrente, permettendo di allegarli in pochi clic.

    139,00 €

Banking monitoring

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The Easya/Dolibarr 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.

477,00 € Al netto delle imposte

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  • Autore Opendsi
  • Versione modulo 14.0.91
  • Rilascio data 21/09/2022
  • Accesso agli aggiornamenti e ai download 1 anno

Maggiori informazioni...


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, BUYING A MODULE...

provides you, for one year:
  • corrective maintenance. As such, any issues must be reported exclusively 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 assistance with using the module
  • Adaptation or addition of module features to your specific use case


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