Today, we reorganized the financial functions in the system, making the financial menu section even more user-friendly, which has now also been expanded with a Bank option!
System Menu
- Custom icons under the Finance section
- New Bank menu that combines banking functions; allows access to all accounts, transactions linked to accounts, and account balances
Bank Import
- Bank import now available from the costs and billing menu
- Automatic bank statement detection improved for better efficiency
- System now handles incoming and outgoing invoices during bank import
Bank Menu
- Banking functions available from this menu
- System lists all accounts per company group, with access privilege
- Transactions linked to each account are displayed, showing associated documents (e.g., incoming and outgoing invoices)
- It is possible to create internal cost items from individual transactions with cost group settings (e.g., for tax items)