Create a bank or cash account
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How to access:
- Access the Invoicing app
- Access the Treasury section
- Click on the "New" tab at the top right.
- If you would like to create a bank or card you must choose this entity , if you want to create a cash account you simply have to give it a name and choose the currency .
When creating the bank or card, it's important to access through the entity of business or the entity of individuals depending on the type of account you have, this will enable the synchronisation to work properly. It is also essential to introduce the same credentials as those of your online banking and mark the option of remembering credentials, so you don't have to re-enter them.
Can I make a transfer from Holded? It is not possible to make transfers or make bank movements to pay bills from Holded. Holded will only import the information from your bank statements, so you can control all your movements from the same screen.
Can I reconcile the cash account? : The cash must NOT be reconciled . Therefore, it is not possible to synchronise it or import the bank statement. The movements will be created automatically when creating a payment or a payment that has been created from Holded.
Automatic synchronisation : Now that you have created the bank or cashier you can automatically synchronise the bank statement so that it appears in Holded and you don't have to enter your online bank to check your movements.
Import your statement : If you don't want to activate the synchronisation with your bank, you can import the bank statement using an excel template to later reconcile the movements. Find out how to do it in the section of the Academy> Billing> Banks.