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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.

572.40 €

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  • Author Opendsi
  • Module version 14.0.62
  • Release date 09/21/2022
  • Access to updates and downloads 365 days

More info

 

 

Bank monitoring is a module for automating the entry of payments and 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.

 


To work properly, the module requires installation and activation of the Advanced Dictionaries module available free of charge from the Dolistore. Click HERE to download it.

 

LEARN MORE ABOUT THE MODULE

Demo

  

User Guide

  

Forum

  

Contact

 

 

Notre conseil : Faites-vous accompagner pour la mise en production du module. Vous gagnerez en efficacité et confort d'utilisation. Contactez-nous !

 

TECHNICAL INFORMATION

Licence : GPL V3
Languages : ,

Database compatibility : MariaDB 10.2 / MySQL 8.0 and sup.
Multicompany compliant

Not compliant with PostgreSQL database
Use not supported on NAS-type platforms (QNAS, SYNOLOGY, etc.)

 

OTHER INTERESTING MODULES

Chorus automates the sending of invoices to the Chorus platform and the monitoring of their processing.

Comptabilité de trésorerie provides Easya/Dolibarr with the ability to generate cash accounting transactions based on commitment accounting.

Packing list brings the concept of packages and packing lists to Easya/Dolibarr shipments.

 

AT EASYA'S, BUYING A MODULE...

... grants you, for one year, ... but does not include

  • Corrective maintenance. For this reason, any anomalies must be reported on our incident management platform.

  • Access to download new versions published on the dolistore

  • Help with installing and configuring the module

  • Training or assistance in using the module

  • adaptation or addition of module functionalities to your use case

 

INSTALLATION AND UPDATE

Download the .zip archive of the module.

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

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

Before installing or updating, please ensure that the module is officially compatible with your Dolibarr version.