Numiron support

Automatic matching and transaction categorisation saves you hours of manual work and ensures that your income and expenses are always in order. Numiron handles this with its bank connection and proprietary rules system. 

Method 1: Automatic transaction matching

After pairing your bank account with Numiron transactions will be automatically matched to documents based on amount, IBAN and variable symbol. 

To authorise your bank, simply use the Settings in section Bank. You can also find the detailed procedure in this guide - link to bank authorisation 

Method 2: Manual pairing 

If the transaction is not paired automatically, you can manually assign it to the document: 

Go to the agenda Finance and sections Bank. 

Find the transaction with the yellow exclamation point icon (⚠️). 

Click on it and select from the list the document (invoice, deposit, credit note, slip) with which the transaction should be paired. 

After pressing the button + the system links the transaction to the document and saves it. 

How to categorize transactions 

To get an even better overview, you can select a category for the transactions. 

Go to the agenda Finance and subsequently sections Bank. 

In the transaction list, click on Square for any transaction. You will then see a panel of options at the bottom, here you click on the button Categorize. 

From the list of default categories, select one and the system will automatically save it. 
 

The category is then displayed in the transaction list as Description.