Just as you can import bank transactions via the wizard, you can also have this process fully automated.

Unlike using the wizard, automatic import does not allow for intervention to correct incorrect matches between invoices and bank transactions. Therefore, it is advisable to run the bank transactions through the wizard a few times before setting up automatic import.

After activation, bank transactions will be automatically imported and matched to corresponding invoices and receipts at scheduled intervals.

Once a bank transaction has been imported, you can find it at the bottom under "Imported bank transactions."

Transactions that have not yet been matched to an invoice or receipt can be manually matched or unmatched from this section.

Note:

If bank transactions cannot be correctly matched (e.g., due to missing references or mismatched amounts), you can receive automatic notifications about this. To activate these notifications, go to "Notifications" > "Settings" and enable the desired notifications.