How do I use bank reconciliation?
The bank reconciliation feature is a convenient way to ensure that your bank account transactions match with your getSoapy account. With bank reconciliation, payments made by customers via bank transfers can be automatically applied to the correct invoice.
Bank reconciliation is only available on the Pro plan, and you'll need to set up payments first.
How do I set up bank reconciliation?
To start using bank reconciliation, you connect your bank account to your getSoapy account:
In the getSoapy app, go to
Tools>Settings>Payments>Bank Reconciliationor search forBank Reconciliation.Click
Connect a bankand follow the instructions on screen.
You'll be guided through connecting your bank account. The connection only lets us view your transactions. It doesn't give us access to your bank account or allow us to make payments.
If you've manually entered payments before enabling bank reconciliation, set the Collect transactions from date when you connect your bank so earlier transactions aren't brought in. If they've already been brought in, go to Tools > Manage > Payments or search for Payments, click on the menu icon in the top-right corner and select Ignore all before date.
How do I link transactions to a customer?
Once your bank account is connected, we will regularly check for new transactions and match them to customers using details such as their unique ID (visible on the customer portal), their name or their address.
When a transaction is matched to a customer, click Confirm on the transaction to credit the customer's account with it, or select Confirm all matches from the menu in the top-right corner of the Payments page. To have matches confirmed automatically, or to choose how carefully we match transactions, click the menu icon in the top-right corner of the Payments page and select Settings.
If a payment cannot be matched automatically, you can manually link it to a customer:
As you manually match transactions, we will learn which transactions belong to which customers and automatically match them in the future.
Go to
Tools>Manage>Paymentsor search forPayments.Scroll to the transaction you want to match.
If the transaction isn't visible, try again later. Banks only share new transactions a few times a day, so it can take up to a day for a payment to appear.
If you're looking for a particular transaction, use the search bar at the top of the page. Search for names or payment references, or click in the search bar and pick a field such as Transaction status or Bank account to narrow down the list.
See Searching and filtering for more help on using the search and filter features.
Click on the menu icon to the right of the transaction and select
Match to customer.A search box will appear, pre-populated with the name/reference provided with the transaction. Press the
xbutton to clear the search box and start typing the name of the customer you want to link the transaction to.Select the customer and click
Selectto match this transaction to them and credit their account.
