Runple Handbook
Accounting
Accounting
  • Table of contents
  • 📂Outgoing invoices
    • Creation
    • List
    • Open invoices
    • Paid invoices
    • Common actions
    • Down payment invoices
    • Partial invoices
    • Final invoices
  • 📂Incoming invoices
    • Creation
    • List
    • Pending invoices
    • Open invoices
    • Paid invoices
    • Common actions
    • E-mail import
  • 📂Payments
    • Synchronization
    • Allocation
    • Booking
      • Semi-automatic booking
      • Manual booking
      • Book payments from third-party payment providers
  • 📂Scheduled payments
    • Creation
    • List
    • Open scheduled payments
  • 📂Payment calendar
  • 📂Credit note
    • Creation
      • Creating a credit note for outgoing invoice
      • Creating a credit note for incoming invoice
      • Creating a general credit note
        • Outgoing general credit note
        • Incoming general credit note
    • List
    • Open credit notes
    • Paid credit notes
    • Common actions
  • 📂Open items
  • 📂Accounting periods
    • List
    • View
    • Export
      • Export settings
        • General settings
        • Data format
        • Documents format
        • Tax codes
        • Business partners accounts
    • Closed period
  • 📂Bank accounts
    • Creation
      • Automatic creation
      • Manual creation
    • Integration with your bank
    • List
    • View
  • 📂Ledger accounts
    • List
    • Creation
    • View
    • Use of ledger accounts
  • 📂Assets directory
    • List
    • Booking
  • 📂Cost center
    • List
    • View
  • 📂Goods register
  • 📂Settings
    • General settings
    • Overdue notice
      • Automatic overdue notice
      • Manual overdue notice
    • Documents settings
      • Outgoing invoices settings
      • Incoming invoices settings
      • Credit notes
    • Documents number
    • Ledger account allocation
    • Tax codes
    • Accounting periods
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  1. Payments

Synchronization

PreviousPaymentsNextAllocation

Last updated 1 month ago

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1. with your bank.

2. Click Synchronize payments

By default, Runple syncs all accounts connected to your bank.

If you want to sync a specific account:

b. Select the account you want to sync.

Once payments are synced, they will be displayed in the Pending tab.

Runple doesn't book pending payments automatically. You need to check if the payments were allocated properly and book them manually.

Synchronization for a period

If needed, you can synchronize payments for the selected period. To do this, you need to:

3. Click Sync period.

4. Select the period for synchronization.

Please note that you can synchronize up to 90 days at a time. If you need to sync payments for a longer period, start by syncing the first 90 days, then the next 90 days, and so on.

a. Click the arrow symbol on the right side of the Synchronize payments button.

1. Open .

2. Click the arrow symbol on the right side of the Synchronize payments button.

If you want to sync the payments from the last 365 days, you need to use the .

5. Click sync

📂
Payments
extended connection
Сonnect your bank account