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The bank statement service is in its pilot version, it will be expanded in future versions.
Notes:
From the Bank accounts menu, you can activate the statement service which will generate bank statements for your linked bank accounts.
You can view or download these statements (also called coda files) in Billtobox and share them with your accountant.
Table of contents:
Activating the statement service
To activate the statement service:
Go to the Bank accounts menu
Add a bank account (if not done already) and authorize it by clicking on Authorize and following the instructions on the screen.
Sharing statements with your accountant
At any time you can turn on and off the sharing of your statements with your accountant (the delivery happens automatically):
Go to your Settings
Click Bank statement service
Turn the sharing option on or off
Downloading your statements
To download your statements, you can:
Go to the Bank Accounts menu
Next to the bank account of your choice, click the three dots then See statements.
Select the desired statements, then click on Send statements via email
Or you can click the download button on any transaction (you'll be prompted to choose between CODA, CAMT, or PDF statements)