Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie

Hello everyone
I have a business case where client uses .xlsx and .csv files to import invoices/bills and payments/bank statements from another software. After posting all imported data, reconciliation has to be done manually. Due to huge amount of imported data, client doesn't want to do reconciliation manually, rather it should be automated.
I thought of using a scheduled action to be run daily at midnight to do the job. 
How can I achieve this functionality ?
Thanks !!  

Awatar
Odrzuć

you can create automatic reconciliation models which will consider the bank entries (debit or credit ) and post the accounting entries according to your user defined modeel

Powiązane posty Odpowiedzi Widoki Czynność
1
maj 24
1659
1
lip 25
913
0
paź 24
1709
0
paź 23
2255
5
cze 23
5084