Bank transactions can be uploaded automatically into your administration. If you would like to take advantage of this convenience, you can set up an automatic bank connection. However, it’s possible that you might prefer to handle this yourself. In that case, it’s possible to manually upload the bank transactions into your system.
Uploading bank transactions
If you've downloaded your bank transactions from your bank, you can easily upload them into InformerOnline to process them.
To upload the transactions, follow the steps below:
Navigate to Bank/Cash in the left-hand menu;
Choose Upload bank mutations;
Drag the bank transactions file into the upload window, or click to select the file from your computer.
The transactions will be loaded into the system. This may take a few seconds.
After the import is complete, a window will display information about the number of transactions that were imported.
Click Close to proceed with processing the transactions.
Process bank transactions
After uploading your bank transactions, the BankRobot in InformerOnline will automatically process most of the transactions. However, any transactions that are not automatically processed will need to be handled manually.
To learn how to manually link and process these transactions, you can refer to the help item How do I process a bank transaction?