Implementation service for the Dolibarr automatic bank tracking module

• 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.