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.

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 More > Payments > Bank Reconciliation.
Click Connect a bank and follow the instructions on screen.

Our bank reconciliation provider, Nordigen, will guide you through the process of connecting your bank account, which does not give us access to your bank account or allow us to make payments, but only allows us to view your transactions.

How do I link transactions to a customer?

Once your bank account is connected, we will periodically check for new transactions (about three times a day) and match them to customers using their unique ID (visible on the customer portal) or their postcode and street number.

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 Manage > Payments.
Select the Transactions tab.
Scroll to the transaction you want to match.

If the transaction isn't visible, try again later. We check for new transactions in your account about three times a day.

If you're looking for a particular transaction, use the search or filter features at the top of the page. Search for names, payment references, or click the filter icon on the right-hand side to filter by type (credit or debit) or whether a payment is linked to a customer or not.

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 x button 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 Select to match this transaction and any other transactions from the same person to this customer.