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Importing transactions

Direct Banking

Importing transactions

When working with you can have a daily import of your bank statements or even more frequent.
One of the advantages of the direct integration is that transactions are available on an ad-hoc basis.
Depending if you want to proceed with a manual import on demand or with a scheduler/jobqueue you can create your bank/giro or reconciliation journals instantly without exporting and importing bankfiles.

Cobase synchronisation is 1 update per 24 hours. Ponto synchronisation can be executed multiple times per day but will be limited in Q3 2023

 

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