Match Settings

Further to importing online account statements automatically, under Settings - Accounting - Automation for Banking , you find the find settings that affect:

•  How Customer and Suppler invoices are matched to your bank transactions as well if they should be automatically posted or not.
   
• How Journals and Draft  are matched to your bank transactions as well as settings for their reconciliation.
   
• Here you can also set up rules for creating transactions based on your account statement using Banking templates.
   

Full Match Definition 

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.

Read more about how the reconciliation Logic in Briox banking and Reconcile account.

*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 
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Automation and the Briox System User  

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.