Bank statement consumption and automated payment generation
This EFT reconciliation feature will help Financial Officers reconcile payments deposited in their bank with Invoices and Existing Payments in Lumary.
- Overview of bank statements matching in allied health
- Uploading a bank statement in allied health
- Ignoring bank transactions automatically in allied health
- Overview of the bank statement page in allied health
- Auto-matching invoices to transactions in allied health
- Manually matching unmatched transactions in allied health
- Making a change to a transaction item in allied health
- Match partially paid invoices in allied health
- Approving matched transactions in allied health
- Auto-Generating payments when bank statement is finalised in allied health