Bankmatching App: Version 2.0 Now Available
Description
Highlights
About the Extension
Our plugin for automatic bank reconciliation enables Shopware users to retrieve bank account transactions directly in the backend and seamlessly reconcile them with their prepayment and invoice orders. This automatic process greatly facilitates the management and tracking of payment receipts. No manual CSV file uploads are required as all incoming transactions are automatically displayed and processed.
The payment status of orders is automatically set to "paid" once a deposit is detected in the account. The plugin also supports partial payments, allowing customers to settle their orders in installments. For payments that cannot be clearly assigned to an order, suggestions for manual allocation are automatically provided, thereby improving the accuracy and efficiency of the reconciliation process.
Our plugin supports all major banks in Germany and provides PSD2-compliant access to account data with two-factor authentication. This ensures the security and confidentiality of bank transactions. Additionally, the plugin is integrated with our DATEV Export plugin, facilitating the smooth transfer of financial data for accounting purposes.
Requirements for using the plugin:
- You need an account with our partner platform finAPI, a bank account information service regulated by the financial supervisory authority, which transmits your bank transactions to our plugin. You can create an account directly in the Shopware backend.
- You need online banking access for your bank account.
- Your bank must be supported by finAPI.
Details
- Available: English, German
- Latest update: 19 December 2024
- Publication date: 28 December 2023
- Version: 2.0.0
- Category: Middleware & Connectors
Resources
Reviews (1)
The worse experience the whole way. From Documentation to support total miss.
2. Automatic matching never worked and I tested it for 2 months. I had to match every single Transactions by hand.
3. In the search bar You can't search for Invoice number only order number so You need to have another window open to find the order number.
4. There is no way to match more orders to one transaction nor more transactions to one order.
5. There is no direct information about transaction in order. Only in status history a date and if You go back to the plugin and try to find something by date - a big surprise the sorting doesn't work. Like at all the transactions have no order at all. They are all mixed.
5. After 2 months of testing ended up with more work using this plugin than log into the bank and do it by hand.
6. The support just says the transaction import depends on bank not the plugin.
7. They show in the pictures 'Teilbetrag' is there - its not! This option isn't there actually!
Worse Plugin Experience ever!
About the Extension Partner
SENSUS MEDIA
Partner Status
-
Shopware
Bronze Partner -
Shopware
Extension Partner
Details
- Ø-Rating: 4.8
- Partner since: 2014
- Extensions: 12
Support
- Based in: Germany
- Speaks: German, English
- Response time: Quickly