Banking Assistant. Funcionality description
- Edgars Dzenis
- Elvis Kvalbergs
Owned by Edgars Dzenis
Multicurrency support
Banking assistant can recognize payments in any currency and accordingly process them.
Easy creation of new customers
If the transaction is received from a person not present in Standard ERP by HansaWorld customers list, you can easily create a new customer with two mouse clicks.
All information from Fidavista record which refers to the customer will be automatically included in the newly created record.
Payment and Personnel payment export
It is possible to export Payments and Personnel payments in Banking Assistant module. You can specify period by date/serial number, supplier/person, payment type and record status in export specification window.
Both records can also be exported directly from the respective record.