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The Banana Accounting Plus Rules automate the completion of imported transactions, drastically reducing time and errors.
With the Rules, you can set your own criteria that automatically recognise bank transactions based on the description, intelligently entering the correct account, VAT code, or cost centers. You can add new Rules at any time and the program applies them to the next bank transaction imports, completing the transactions in a consistent and accurate way, helping you save valuable time every month.
This feature is increasingly appreciated by private users, companies, fiduciary firms, and our partners, and is considered by all one of the most useful innovations to optimize daily work.
As confirmation of this success, our partner Horus Treuhand shared with us a short 2-minute video that clearly shows how the automatic completion Rules help save time and work more efficiently. You can enable subtitles and choose your preferred language.
Our partner Susanna Keller also confirms the benefits of this feature:
“Diese Funktion ist äusserst hilfreich. Bei einfachen Buchhaltungen muss ich nur noch importieren und fertig ist der Monatsabschluss. Auf diese Weise kann ich für meine Kundinnen viel Zeit sparen und mit ihnen über betriebswirtschaftliche Fragestellungen sprechen.”
(Translation)
“This feature is extremely useful. For simple accounting, I just import the data and the monthly report is ready. This way I can save a lot of time for my clients and focus on business and management issues with them.”
Find out in detail how the Rules work.
The automatic completion Rules for imported transactions are only available in the Advanced plan of Banana Accounting Plus. If you don't have it yet, upgrade now to the Advanced plan of Banana Accounting Plus and take full advantage of it!