Integration: Banking Software

If Receipts recognizes an IBAN in a receipt and if a compatible banking software (see below) is installed on the same computer, the area Online Bank is offered in the detail view with the button Pay directly.

After pressing the button, the corresponding banking software is opened and a prefilled dialogue for executing a bank transfer is displayed.

In addition to the amount and IBAN, the contact is also taken over as recipient.

Supported Banking Software

Further details on the individual programs and procedures:

Configuration

If a supported software is found, the configuration takes place automatically. Otherwise, a menu button appears to select the software to be used. This setting is saved so that it usually only needs to be made once.

Menu

In the general default settings, you can also choose whether the Title or the Note should be used as a Purpose. For SEPA the sender's account information is also required.

banking-settings