Journal drafts that have been automatically created in Briox, based on interpreted incoming documents, can be reconciled against the bank statement automatically.
If you want to include specific journal series in the list, you can do so by ticking the Banking checkbox under Settings - Accounting - Journal types
Drafts are always included in the drop down together with invoices and banking templates, while only the specific journal series that have been marked for banking will appear in the process transaction view. See below.
Drafts and journals have their own automatic matching settings under Banking - Import bank statement. Journals and drafts are processed in the same manner and always get precedence in matching over banking templates if matches are found.
When a journal is created from draft in banking Briox will use the data from the bank transaction to create the journal, behaving in the same manner as when creating a journal from a template.
See below what information will be displayed as journal description and what will be displayed as transaction information on the journal rows.
This way when creating your drafts under incoming documents, you only need to enter enough data to serve as a place holder.
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