Receipts, banking & matching — found from sitemap — Holded

Cited by

Facts read from this source

• Reconciliation rules available all plans Report an error

  “Reconciliation rules are available on all Holded plans. The number of rules you can create varies depending on your subscription.”

• Reconciliation rule purpose Report an error

  “Reconciliation rules are rules that you define to automatically link recurring bank transactions (commissions, subscriptions, insurance, Social Security payments) against their corresponding accounting accounts, creating an entry in Holded.”

• Rule conditions types Report an error

  “Description: allows you to enter one or more keywords, and choose between options such as contains, equal to, does not contain, different from, begins with, ends with.”

• Rule test conditions Report an error

  “click the Test conditions button to preview in real-time which transactions match the rule and ensure that the reconciliation is correct.”

• Rule auto reconcile option Report an error

  “Apply the rule and reconcile automatically: check this box so that all transactions that have not been reconciled and that meet the conditions of the rule are automatically reconciled.”

• Rule priority Report an error

  “If a move matches multiple rules, Holded will apply the one highest in the list. You can change the priority by dragging the rules so that the most important one is first.”

• Rule pause reactivate Report an error

  “Pause or Reactivate Rules: If you need to make changes to your rules or create new ones without the current rules affecting the reconciliation, you can easily pause them.”

• Reconciler v2 beta Report an error

  “Version 2 of the reconciler (currently in beta) includes the following improvements for managing rules:”

• Reconciler v2 bulk accept Report an error

  “Accept rules in bulk You can accept multiple rules at once without having to approve them one by one.”

• Reconciler v2 create from reconciled Report an error

  “Create rules from already reconciled transactions In v2, you can create rules directly from already reconciled transactions, without having to go to the new rule form.”

• Reconciler v2 full rules list Report an error

  “Full list of rules v2 gives you access to the full list of rules directly from the reconciler, without having to navigate account by account.”

• Rule execution triggers Report an error

  “The rule will be executed automatically when new transactions come in, either by synchronization or manual import, when a rule is created, edited, or deleted, or when the priority between rules is changed.”

Scores citing this record

• The Auditor Receipts, banking & matching
• The Auditor Pricing transparency
• The Bookkeeper Receipts, banking & matching
• The Bookkeeper Pricing transparency
• The Founder Receipts, banking & matching
• The Founder European sovereignty
• The Founder Pricing transparency
• The Integrator Receipts, banking & matching
• The Integrator Pricing transparency
• The Skeptic Receipts, banking & matching
• The Skeptic European sovereignty
• The Skeptic Pricing transparency
• The Tax Adviser Receipts, banking & matching
• The Tax Adviser Pricing transparency