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Step-by-step guide in English to run a service company with Dolibarr™ 24: quotes and online signature, contracts, interventions, tickets, projects, time entry and time-based invoicing, WebPortal customer portal, resources, BookCal appointments, e-invoicing and accounting. Illustrated with screenshots, A4 PDF format.
Export any Dolibarr list to Excel or PDF with one click. The file is built on the server, so long lists never freeze the browser.
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Importate gli estratti conto in qualsiasi formato (CSV, OFX, QIF, CAMT.053, MT940, CFONB120) e riconciliateli automaticamente con le vostre fatture. Motore di regole con prova a vuoto, apprendimento delle associazioni, abbinamento multifattura, note di credito e prospetto di riconciliazione PDF. 100% locale, senza abbonamento. 5 lingue.
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Import statements in any format. Reconcile in one click. Hand your accountant the reconciliation statement they expect.
100% local: your banking data never leaves your server. No subscription, no mandatory cloud service. GDPR-friendly by design.
| Exclusive | Benefit |
|---|---|
| CFONB120 / AFB120 support | The format every French bank delivers over EBICS. No other Dolistore module reads it. |
| Reconciliation statement PDF | Book balance vs statement balance, outstanding entries, signature block. |
| Rules engine with dry-run | Test every rule against your history before it touches anything. |
| Learning | Bank Match remembers your validations, suggests recurring associations and offers to turn them into rules. Validated IBANs enrich your thirdparty cards. |
| Multi-invoice matching | One transfer settling several invoices, several instalments settling one invoice. |
Support: by e-mail, answer within 2 business days.