How do I match my bank statement faster?
Send your bank statement to Mei on WhatsApp, or upload it in Lucco Boss. She matches the money that came in to your open invoices, shows you the matches, and records them as payments when you reply 1.
What to send
A CSV from your online banking is best, because it is read by rule. A PDF without a password also works, and a long one is read up to the first 20 pages. The file is read and dropped, and there is no bank connection.
What gets matched
Money in is matched to customer invoices. Matches that are sure are listed first, and you reply 1 to record them all or 0 to leave them.
Lines she does not know
She asks about them one at a time: whose is this amount? Lines you already recorded, or sent before, are not repeated.
Who can do it
The owner or an admin, on a company with the Accounting module. Your accountant can then review the payments and lock the period.
Questions bosses ask
Does it match money going out?
Not yet. Today it matches money in to invoices.
Updated · Lucco Technology
