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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.
Access the Financial Management area.
Select the banking institution.
Select bank account.
Select the bank movement to which you want to attach a document.
Click on Edit Movement.
Click on the document folder icon and then on Attach Documents.
Import the document(s) to be included.
Click Send and the file will appear in the list of documents associated with the movement.
And that's it! You've just included your first document in a bank transaction.
