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Banking monitoring

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The Easya/Dolibarr bank tracking add-on module enables you, via a CSV-format import of your bank statements, to perform automatic or manual reconciliations of your entries in Dolibarr.

By subscription (contact us) you can automatically download these entries.

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572,40 €

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Banking for Dolibarr

auto - Changelog

Editor : Easya.solutions
Licence : GPL V3
Languages : English, French
Dolibarr Compatibility : from auto to auto
Database Compatibility : MariaDB 10.2/MySQL 8.0 et +
Php Compatibility : Php 7
Compliant with Multicompany add-on

 

For its proper functioning, the module requires the installation and activation of the AdvanceDictionaries module downloadable for free on dolistore. Click HERE to download it.

 

This module isn't compatible PostgreSQL

This module isn't fully compatible with PHP8 at this time

To operate, this module requires at least:
- MariaDB 10.2 or higher
- Mysql 8.0 or higher

 

The Bank Tracking module allows you to record payments on invoices and their bank reconciliation using two operating modes:

  • Manual - by importing a csv file: Import the lines of your bank accounts into a csv file;

  • Automatic subscription-based: You don't have to do a thing: your bank entries are synchronized in Easya/Dolibarr from your bank.


Once your entries are in Easya/Dolibarr, benefit from automatic allocation of paid amounts to your invoices, bank reconciliation and rapid creation of corresponding documents if they don't yet exist.

 

Demo

Contact

Doc

 

Installation and update

Download the .zip archive of the module.

  • Manual deployment : Unzip the archive in the /htdocs/custom directory of your Dolibarr installation.
  • Assisted deployment : Upload the archive directly to your Dolibarr from Configuration> Modules / applications page, tab Deploy/Install an external module.

The module can then be activated (/) and configured ().

Before any installation or update, make sure that the module is officially compatible with your version of Dolibarr.

Our modules are not compatible with the PostgreSQL database.

The use of our modules on NAS-type platforms (QNAS, SYNOLOGY, etc...) is not supported. Malfunctions and their resolution are at the customer's expense, or billed on a time-spent basis by Easya Solutions.

Assistance and maintenance

Purchase of the module via the Dolistore entitles you to corrective maintenance for one year from the date of purchase. Any anomalies must be reported on our incident management platform, so that they can be dealt with by our support team.

No user or installation support is provided. For this, you will need to purchase a support time credit from our sales team.

The latest versions of our modules are available on the Dolistore and free of charge for 1 year from the date of purchase.

 

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