Case study: The company wants to attach as much information as possible to its transactions in order to facilitate their bank reconciliation. By integrating with E-Fatura, this functionality makes it possible to integrate the entity's information related to each transaction, thus facilitating the bank reconciliation of movements.

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Step 1:

Go to the Integrations feature;

Step 2:

Select the E-Fatura integration and click Integrate;

Step 3:

Enter your credentials to access the feature and click Integrate;

Step 4:

Access the Financial Management feature;

Step 5:

Select the Financial Entity;

Step 6:

Select the bank account;

Step 7:

Select a specific movement from the statement displayed;

Step 8:

Click on "Edit Movement";

Step 9:

Enter the name or TIN of the entity to be listed in the "Related Entities" area;

Step 10:

Select the Entity related to the movement in question;

Step 11:

Click on "Save".