Before you can upload bank transactions and link payments to invoices in InformerOnline, you first need to create a bank account in the program.
Add a bank account
To create a bank account, follow the steps below:
Navigate to Settings in the left-hand menu;
Choose Bank accounts and click on New;
Enter the details;
Save to create the bank account.
Note: To create a bank account, an IBAN number is required. If an account does not have an IBAN number, it is unfortunately not possible to create the bank account in Informer.
Do you bank with ING, KNAB, bunq or Rabobank? Then you can set up an automatic connection, even for savings accounts. With an automatic connection, bank transactions are automatically loaded without you having to do anything!
If you use another bank, you still can activate an automatic connection via Ponto.