You can import bank transactions to automatically mark your invoices as paid. Importing bank transactions via CodaBox is similar to importing transactions from a CODA file that you can download from your online bank account.

You can also opt to automatically read in bank transactions.

To do this, go to the invoice overview and click on More actions > Import bank transactions.

To read in bank transactions via CodaBox, click on "Retrieve bank transactions" and follow the wizard.

Where necessary, you can adjust the automatically detected matches.

If your user has access to multiple accounts, you can also search for and match bank transactions across all available accounts.

Please note! You can only read in bank transactions once. After they have been processed, you cannot call up the wizard for the same transactions again.