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Banking Assistant functionality
Easy creation of new customers
Automatic bank statement import in
EnterpiseStandard ERP by HansaWorld
Intelligent payment recognition and automatic attaching to corresponding invoices
Easy and simple unrecognized payment attachment to corresponding customer's invoices
Automatic receipt, payment, prepayment (including Sales Order recognition) and personnel payment creation
Automatic transaction creation from bank fees, taxes and other charges
User friendly setting configuration for payment recognition and transaction creating
Benefits
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| title | Significantly reduced amount of manual labor |
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Possibility to quickly handle large volumes of payment data |
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Flexible and user-friendly configuration of parameters responsible for payment detection |
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Almost completely removed probability for user input inattention errors |
References
Zanda Bērziņa, Kamelota, member of the board: "Bank statement entry in system is one of the most ungrateful works. It requires significant amount of time, precision and concentration. And most importantly, it doesn't add any value - nobody gains anything - neither enterprise nor the customer or the employee. I am pleased that thanks to the Banking Assistant we can significantly reduce the amount of time required for this work. Undoubtedly, it increases our competitivness as well."
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