Automation

Online statements are picked up automatically

If you use Online as a payment method, Briox will automatically pick up your account statement for you when it is available.

The same is true if you use incoming reference payments service.
Briox checks every hour if new statements are available at you bank and informs you when they are uploaded to the system.

Automation Settings

Further automate you work in Briox by turning on the automation Settings available under Settings - Accounting - Automation. See below a short description of each.

Automation for incoming documents

• Automatically post supplier e-invoices that are a perfect match
  
  When this setting is turned on all incoming invoices that are a full match get automatically posted by the system every day. A notification informs you which invoices have been automatically posted.
  
  For a full match, every criteria must be fulfilled:
  • Supplier Name
  • IBAN
  • BIC
  • Predefined Purchase Account
    
    

Note: If the Posting approval is turned on Briox will save the invoice only for it to follow its path through the approval workflow.

Banking

• Automatically post supplier invoice payments that are a perfect match
• Automatically post customer invoice payments that are a perfect match
  
  Turning on the Settings will allow the Briox System to automatically post payment matches that are considered to be full matches when Online account statements are imported. These are the payments that are marked in green under process transactions in Banking, or under Process payments under Invoicing.
  
  This means that the invoice will automatically be paid and reconciled and the transaction in the account statement will be linked to the payment journal that has been created.
  
  For a supplier invoice this means that the match has been made on the reference number, the IBAN and the sum.
  For a customer invoice this means that the match has been made on the reference number and the sum. 
  All operations carried out by the Briox system can be tracked in the Activity log by filtering on the user “Briox System”.