Automatic Import of your online account statement

If you have online banking, you do not need to do anything. Briox will automatically import your bank statement for you when it is made available by the bank, this may be daily, weekly or monthly, according you your agreement with your bank:

Briox checks for available accounts statements every hour and notifies you when an import has taken place.
The same is true for incoming reference payment files and feedback files (if your bank makes such files available).

To further automate your workflow, make sure you have set up your auto-matching settings and further automate your workflow with the automatic posting of complete matches.

Under  Accounting - Banking - Import Bank Statement, and the selected payment method is online, if you click on get new transactions, the system will simply inform you that this is now done automatically.