And this is how it works...
Where can I find this function?
You can find the module under ⨠ Settings ⨠ Banking accounts and/or ⨠ Credit cards.
Add bank account and credit card
❗ Important: Before you start the document upload and setup, make sure that all your company bank accounts and company credit cards are correctly recorded.
To do this, navigate to ⨠Settings ⨠ Banking accounts and/or ⨠Credit cards and click ⨠ + Account and/or ⨠ + Credit card. Now enter all data and click Save.
After you have entered all bank accounts and credit cards, navigate to ⨠Settings ⨠Accounting chart and make sure that your bank accounts are visible on the assets side from account 1021 (1) and your credit cards are visible on the Liabilities side from account 2070 (2).
