Case Study:
Company A needs to have its bank account information aggregated on the same platform in order to speed up the process of reconciling its bank and accounting accounts. Through this functionality, it can include documents in various formats in each of its bank transactions, thus benefiting from integrated information for a more agile reconciliation.
Step 1:
Access the Financial Management feature;
Step 2:
Select the Financial Institution;
Step 3:
Select the bank account;
Step 4:
Select the bank movement;
Step 5:
Click on Edit Movement;
Step 6:
Click on Attach Documents;
Step 7:
Import the document to be included;
Step 8:
Click on "Uploading 1 File" or Click on "Add more" to include 1 more document in the same transaction;
Step 9:
Click on Done.
