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Manage Transactions
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What is the GetMyInvoices Banking module?
Introducing the GetMyInvoices Banking module - reconcile your banking transactions and invoices from various sources all in one place.
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Which countries are supported by the GetMyInvoices banking module?
The GetMyInvoices Banking module is initially available in eight countries. We're working to expand availability to more countries in the future.
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What are the different transaction statuses in GetMyInvoices Banking?
Transaction statuses in GetMyInvoices Banking tell if a certain transaction has been reconciled with the corresponding invoice in the Documents module.
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Add Notes to Bank Transactions
Add a note to a bank transaction so you can refer back to important information about a payment later.
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How do I link my banking transactions and invoices?
It's easy to reconcile banking transactions and invoices in GetMyInvoices. Choose between automatic assignment and manual reconciliation.
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Rules for Transaction and Invoice Reconciliation
Using banking rules, you can automatically link transactions to invoices or permanently exclude certain entries from reconciliation.
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How does the custom bank account feature (CSV upload) work?
Upload an Excel or CSV file from your online banking to view transactions and reconcile them with documents.
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Instant Synchronization of Transactions
Manually trigger the reconciliation between bank transactions and invoices if you have imported invoices manually in the meantime.
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Designate a Responsible Person for a Bank Account
For each bank account, designate a responsible person who will be automatically notified when transactions lack a receipt.
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Individual Document Request: Requesting and Linking Documents
Request a missing document for a transaction via email from colleagues or external parties. The document will be linked automatically.
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Batch Document Request: Request Documents for Multiple Transactions
Select multiple transactions and request the missing documents from a GetMyInvoices user via a message.
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Export Transactions in CAMT Format
Export transactions as camt.053 or camt.054—for example, for accounts without an IBAN, such as PayPal or American Express—and upload the file externally.
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Export Transactions in MT-940 Format
Export bank and card transactions in MT-940 format and import the .sta file directly into DATEV or another accounting system.
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