Users who have activated the Holvi-Briox bank integration can receive bank statements together with attachments straight into Briox.

Under Banking - Process transactions, the transactions that have an attachment are marked with a paperclip icon.
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When these transactions are processed, for example by dragging and dropping onto a template or creating a manual journal in banking, the match modal offers the user a view of the linked document to facilitate the journal coding.

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If the linked documents is to be removed or changed. This can be done in the journal once it has been created. 

 

 

 

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