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Prepare (Français)

Prepare (Français)

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  1. 1 vote

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    0 comments  ·  Banque  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Il manque la connexion possible avec les banques WISE et SHINE

    1 vote

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    0 comments  ·  Banque  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Bonjour, Est il possible de mettre une fonction qui empêche nos clients de déposer leur relevés bancaire pour éviter une surfacturation. Il faudrait pouvoir métriser cette option, et ainsi la proposer de façon individuelle à nos clients en précisent que cela est une option payante. Merci d'avance pour votre retour. Cordialement

    1 vote

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    0 comments  ·  Banque  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Créer un rappel pour que le client mette son relevé bancaire

    2 votes

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    0 comments  ·  Banque  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Extraction de la date de comptabilisation et non de la date d’opération la date pour les relevés bancaires type Banque Populaire et Banque Dupuy de Parseval

    1 vote

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  6. Allow partner users to nudge their clients to submit regularly their bank statements.

    It can be automatic monthly, or can be triggered by the partner user for 1 or several clients at a time.

    1 vote

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