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Bank Feed

4
  • Salt Edge as bank synchronization provider
  • Ponto as bank synchronization provider
  • Bank synchronization: Automatic import
  • Bank statements
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Bank reconciliation

1
  • Bank reconciliation process – use cases
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Customer invoices

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  • Send your invoices by post (Snailmail)
  • Add EPC QR Codes to invoices
  • Credit notes and refunds
  • Deferred revenues
  • Payment terms and installment plans
  • Cash rounding
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Customer payments

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  • Follow-up on invoices
  • Batch payments: SEPA Direct Debit (SDD)
  • Batch payments: Batch deposits (checks, cash etc.)
  • Register customer payments by checks
  • Invoice online payment
  • Different ways to record a payment
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Finance

1
  • Accounting and Invoicing
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