{"id":64303,"date":"2023-06-13T16:20:17","date_gmt":"2023-06-13T16:20:17","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=64303"},"modified":"2025-09-10T17:16:58","modified_gmt":"2025-09-10T17:16:58","slug":"bank-transactions","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/manual\/bank-transactions\/","title":{"rendered":"Bank statements &#8211; how it works in Teamogy"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|0|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3 style=\"text-align: justify;\">Bank statements &#8211; how it works in Teamogy<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243;]<\/p>\n<p style=\"text-align: justify;\">Teamogy allows you to <strong>import bank statements<\/strong> and then further process these statements, i.e. <strong>assign individual bank transactions<\/strong> to the relevant documents.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; ul_text_shadow_style=&#8221;preset3&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\"><span style=\"text-decoration: underline;\"><strong>Bank statement import<\/strong><\/span><\/p>\n<p style=\"text-align: justify;\">You can import statements in supported formats into Teamogy. Statements can be imported on a daily, weekly, etc basis. The imported statement will show all transactions performed, including their description and counterparty.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-Statement.png&#8221; alt=&#8221;Bank Statement with detailed transactions&#8221; title_text=&#8221;Bank Statement&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;0px|40px|40px|||&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243;]<span style=\"text-decoration: underline;\"><strong>Assigning individual transactions to financial documents<\/strong><\/span><\/p>\n<p>In the overview of all bank transactions you can clearly see which transactions have been automatically paired to financial documents and which transactions need to be manually paired to invoices, internal documents or card transactions.<\/p>\n<p>This gives you a great overview of which documents are (not) paid. In addition, you can be sure that for every EUR you spend or earn there is a corresponding financial document in Teamogy &#8211; whether it is an invoice or an internal document (bank charges, exchange differences, etc.).[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-Transactions.png&#8221; alt=&#8221;Detail view of bank transactions&#8221; title_text=&#8221;Bank Transactions&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;0px|40px|40px|||&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|-9px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243;][\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Teamogy allows you to import bank statements in different formats and allocate each row of bank statement to relevant financial document.<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-64303","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - 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