We are pleased to announce our new bank reconciliation feature!
This feature allows you to connect your bank accounts to Direct Invoice and to reconcile the payments received on your accounts and your open invoices in order to mark them as paid (more than 2300 banks in Europe are supported).
We are certain that bank reconciliation will save you valuable time in your administrative tasks and that it will allow you to devote more time to your main activity 👌
Invoice reconciliation proposals
We have developed a very easy-to-use tool that tries to detect payments that match your invoices, using structured or unstructured payment communications.
Proposals are made to you and it is up to you to accept or refuse them.
List of bank transactions
If our reconciliation proposal tool has not been able to detect the correct reconciliation, for example because of an incorrect amount paid by your customer, or an incorrectly entered communication, you can reconcile from the list of transactions your invoices in seconds.
Confirmation of transactions
In order to never miss a payment, a badge will indicate the number of unconfirmed transactions in the left navigation menu.
Then, it's up to you to reconcile it with an invoice if necessary, or simply confirm it to signify that it doesn't need to be attached to one of your invoices.
We hope that this update will greatly simplify the administrative task of reconciling your payments received.