You can import bank transactions to automatically mark your invoices as paid. Importing bank transactions via Ponto is similar to importing transactions using a CODA file that you can download from your online bank account. You can also choose to automatically import bank transactions.
To do this, go to the invoice overview and click on "More actions" > "Import bank transactions."
To import bank transactions via Ponto, click on "Retrieve bank transactions" and follow the wizard. If needed, you can adjust automatically detected matches.
If your user has access to multiple accounts, you can also search for and match bank transactions across all available accounts.
Note: Bank transactions can only be imported once. After they have been processed, you cannot reopen the wizard for the same transactions.
If there are too many bank transactions available, only a portion of them will be imported. In this case, you can run the wizard again to retrieve the remaining transactions. You will receive a notification during the import process if this happens.