Finance

Create, edit, or delete a rule

Create a Rule To create a rule template for the automatic addition and classification of transactions, follow these simple steps: go to the “Bank Import” section, click on the “Automation” icon in the top right corner, and then click on the “New Template” button. When you create a rule, each corresponding transaction will automatically be classified according to predefined criteria. For each rule, you can define the following information: Triggering rules: Automating the Entry After the import, the system will automatically add and classify the transactions that match the predefined rules under the “Finances” section. An exact match occurs when Read more →

Automation and classification of transactions

In this section, you can create and manage templates and rules for the automatic addition and classification of transactions, whether they are income or expenses. These rules help simplify and speed up the processing of your banking operations by ensuring that each transaction is automatically classified according to predefined criteria, thus reducing manual errors and management time. You have the ability to perform the following actions: Create a rule. Edit a rule. Delete a rule.

Regenerate rent payments

If you cannot find a rent or a security deposit in the “Finances” section, you have the option to recreate them. Before proceeding, please check the following in the tenancy agreement: Ensure that the tenancy is indeed active. Check that the tenancy has not come to an end (verify the end date and ensure that the “Renewal” box is ticked). Carefully examine the payment generation and receipt dates you have indicated. If everything appears in order, go to the “Tenancies” section and click on the “Regenerate payments” action. The system will then restore the missing payments, whether they are rents Read more →

Bank account synchronization and account import

This section allows you to synchronize and import a bank account. Automatic account synchronization This section of the software offers you the ability to automatically synchronize and import a bank account and transactions. Here is how to proceed: Go to the Finance section, Bank Import. Click on the “New Import” or “New Synchronization” button. Select the landlord and the synchronization period (30, 60, 90 days). You will be redirected to a new page where you can enter your banking credentials and connect to your account. Follow the instructions, and select the accounts to synchronize and validate. You can manage the Read more →

Create a Credit note

To create a “Credit Note”, follow these simple steps: Go to the “Finances” section and then click on “Add an Expense”. For each expense of type “Credit Note”, you can enter the following information: The type (Credit note, Tenant balance refund, Other expense, etc.), The date, The client, The amount, The VAT amount, In addition to this information, you can also enter: The tenancy contract, A credit note number, A description or text for the document, The associated documents, Activate the ‘Credit Note’ option to produce an accounting credit note. Once the expense is created, you will be able to Read more →