{"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 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"[et_pb_section fb_built=\u00bb1\u2033 _builder_version=\u00bb3.22\u2033][et_pb_row column_structure=\u00bb3_4,1_4\u2033 module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25\u2033 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\u2033 _builder_version=\u00bb3.25\u2033 custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.9.4\u2033 custom_margin=\u00bb|40px|40px|||\u00bb] How to activate and set up bank statements in Teamogy [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4\u2033 text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0\u2033 ul_text_shadow_style=\u00bbpreset3\u2033 sticky_enabled=\u00bb0\u2033] Go to Configuration and in the section Finance \u2013 Bank (1) you can activate\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Libor \u010cern\u00fd\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.teamogy.com\/es\/manual\/bank-statements-activation-and-settings\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.10\" \/>\n\t\t<meta property=\"og:locale\" content=\"es_ES\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Teamogy - Modern cloud system for management, daily work and communication for the entire team.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"How to activate and set up bank statements in Teamogy - Teamogy\" \/>\n\t\t<meta property=\"og:description\" content=\"[et_pb_section fb_built=\u00bb1\u2033 _builder_version=\u00bb3.22\u2033][et_pb_row column_structure=\u00bb3_4,1_4\u2033 module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25\u2033 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\u2033 _builder_version=\u00bb3.25\u2033 custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.9.4\u2033 custom_margin=\u00bb|40px|40px|||\u00bb] How to activate and set up bank statements in Teamogy [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4\u2033 text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0\u2033 ul_text_shadow_style=\u00bbpreset3\u2033 sticky_enabled=\u00bb0\u2033] Go to Configuration and in the section Finance \u2013 Bank (1) you can activate\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.teamogy.com\/es\/manual\/bank-statements-activation-and-settings\/\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2023-06-13T17:22:44+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2025-09-10T17:16:58+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"How to activate and set up bank statements in Teamogy - Teamogy\" \/>\n\t\t<meta name=\"twitter:description\" content=\"[et_pb_section fb_built=\u00bb1\u2033 _builder_version=\u00bb3.22\u2033][et_pb_row column_structure=\u00bb3_4,1_4\u2033 module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25\u2033 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\u2033 _builder_version=\u00bb3.25\u2033 custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.9.4\u2033 custom_margin=\u00bb|40px|40px|||\u00bb] How to activate and set up bank statements in Teamogy [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4\u2033 text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0\u2033 ul_text_shadow_style=\u00bbpreset3\u2033 sticky_enabled=\u00bb0\u2033] Go to Configuration and in the section Finance \u2013 Bank (1) you can activate\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.teamogy.com\\\/es\\\/manual\\\/bank-statements-activation-and-settings\\\/#blogposting\",\"name\":\"How to activate and set up bank statements in Teamogy - 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