Banktrack
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  • 📌HOW TO START
    • What is Banktrack?
    • Banktrack in 3 minutes
  • 📊DASHBOARDS
    • How to create a custom dashboard
    • How to create a Budget block
  • 📶FORECASTS
    • How to make a future forecast
  • 🔍TRANSACTIONS
    • How to use the transaction finder
    • How to ignore a transaction
    • How to import transactions
    • How to add a transaction manually
  • 📄INVOICES
    • How to reconcile invoices
    • How to send invoices to Banktrack
  • ✨AUTOMATIONS
    • How to create an automation
  • 📑REPORTS
    • How to create a custom report
  • 🔔ALERTS
    • How to create a custom alert
  • 🏦BANKS
    • How to connect a bank
    • Types of bank connections
    • Bank synchronization
    • Reconnect a bank
  • 📲INTEGRATIONS
    • How to connect a channel
  • 🏷️CATEGORIES
    • How to create a custom category
    • How to categorize transactions Automatically
  • ⚙️SETTINGS
    • How to subscribe
    • How to modify preferences
    • How to modify billing information
    • How to add additional users
    • How to add a workspace
    • How to manage my Banktrack subscription
    • How to modify your account information
    • How to change your password
  • 💡INFORMATION OF INTEREST
    • Security
    • Privacy
    • Plans and pricing
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  1. INVOICES

How to reconcile invoices

Automatically reconcile invoices with bank transactions.

AnteriorHow to add a transaction manuallySiguienteHow to send invoices to Banktrack

Última actualización hace 8 meses

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In Banktrack, you can store all your invoices (both income and expense) and easily link them to your bank transactions. This will provide greater traceability and simplified management with your accounting service.

ℹ️ Video translation into English in progress

Banktrack allows you to:

  • Send your invoices to a personalized email address, via WhatsApp, or Telegram to view them directly in your account.

  • Scan the invoice and automatically extract the data without any manual work.

  • Associate invoices with Customers and Suppliers from your Contact list.

  • Reconcile the invoice with bank transactions in one click.

If you have any questions regarding the Payments and Collections section, you can contact us via the chat you'll find in the bottom right corner of the screen.

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How to reconcile invoices with Banktrack