PU. 477.00 € HT / 1h

Implementation service for the Dolibarr automatic bank tracking module

Manage your bank accounts with ease!

  • Services included:
    • R&D and access to download new versions.
    • Installation.
    • Configuration and initialization of the bank tracking module settings (30 minutes).
      • Redirection addresses.
      • Assistance with connecting to bank accounts.
      • Reconciliation tests.
    • Basic training* (Level 1) on usage (30 minutes).
      • Downloading transactions.
      • Automatic/Semi-automatic reconciliation.
      • Manual reconciliation.
  • Prerequisites:
    • Login information for the online services of the banks to be linked must be available!
    • Administrator access to the server (login and password).
    • Administrator access to the Dolibarr instance (login and password).
    • Or acceptance of a remote support session via the "AnyDesk" tool.
* => More advanced training/skills transfer services are available upon request (LEARNING-BANKING). Lasting 2 hours (two hours), which can be split, it allows you to master all the options and functionalities of the module.