{"id":64334,"date":"2023-06-13T17:22:44","date_gmt":"2023-06-13T17:22:44","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=64334"},"modified":"2025-09-10T17:16:58","modified_gmt":"2025-09-10T17:16:58","slug":"bank-statements-activation-and-settings","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/es\/manual\/bank-statements-activation-and-settings\/","title":{"rendered":"How to activate and set up bank statements in Teamogy"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; _builder_version=\u00bb3.22&#8243;][et_pb_row column_structure=\u00bb3_4,1_4&#8243; module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25&#8243; width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|0|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4&#8243; _builder_version=\u00bb3.25&#8243; custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.9.4&#8243; custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n<h3 style=\"text-align: justify;\">How to activate and set up bank statements in Teamogy<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0&#8243; ul_text_shadow_style=\u00bbpreset3&#8243; sticky_enabled=\u00bb0&#8243;]<\/p>\n<p>Go to Configuration and in the section <strong>Finance &#8211; Bank (1)<\/strong> you can activate the option <strong>Bank transactions and Bank statements (2).<\/strong> Then select in which <strong>format (3)<\/strong> you want to import the statements (abo, xml, etc.). You can also select multiple options at once.<\/p>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-statements-settings.png\u00bb alt=\u00bbBank Statements settingss\u00bb title_text=\u00bbBank Statements settings\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4&#8243; custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2&#8243;][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3&#8243;]For authorized users, a new <strong>Bank (1)<\/strong> option will then appear in the Finance section.[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-option-in-a-side-bar-menu.png\u00bb alt=\u00bbBank option appears in a side bar menu\u00bb title_text=\u00bbBank option in a side bar menu\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4&#8243; custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2&#8243;][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.0&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|-9px|||\u00bb ul_text_shadow_style=\u00bbpreset3&#8243;][\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686&#8243; saved_tabs=\u00bball\u00bb]<\/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 style=\"color: #0c71c3; text-decoration: underline;\" href=\"https:\/\/www.teamogy.com\">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=\u00bb1_4&#8243; _builder_version=\u00bb3.25&#8243; custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_sidebar area=\u00bbet_pb_widget_area_1&#8243; _builder_version=\u00bb3.19.18&#8243; header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is how to activate the functionality of importing and processing bank statements in Teamogy.<\/p>\n","protected":false},"author":6,"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-64334","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.4 - aioseo.com -->\n\t<meta name=\"description\" content=\"How to activate and set up bank statements in Teamogy Go to Configuration and in the section Finance \u2013 Bank (1) you can activate the option Bank transactions and Bank statements (2). 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