The “Bank account statements” option loads funds movements from Privat24 into Torgsoft. The owner connects the required account and determines which employees can access the data. The video shows how to review customer deposits and expenses without logging in to the online banking service from each workstation every day.
Statements and payment monitoring
After downloading a statement, reconcile the amount, date, and payment details with the sales documents. Grant access to expenses and accounts according to employee roles. Before starting work, check the integration settings and access permissions in your Torgsoft configuration.
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