Automation settings in Banking

Further to importing online account statements automatically, under Settings - Accounting - Automation, you find the find settings that affect your automatically matched bank transactions.

All invoices that have a full match* against the account statement and are marked in green under matched transactions can now be automatically posted as paid by the Briox system.

This means that an invoice that has been paid through your bank will be marked as paid and reconciled in Briox. The bank transaction will automatically be linked to the payment journal that is created.

*Full Match parameters are as follows:

• For payments to suppliers: The reference number, IBAN and the amount are an exact match.
• For payments from customers: The reference number and the amount are an exact match

If you want to check what the Briox system has done for you, you can check this in the Activity Log, by selecting Briox System as user.