The Airbank App allows you to easily upload one or more bills in jpg., png. and pdf. file formats.
The smart bill matching feature automatically assigns these bills to the correct transactions. However, it is also possible to assign bills manually one by one.
The following steps are necessary, to upload one or more bills and assign them to specific transactions:
Go to the "Bills" tab (see below).
Click on "Upload bills".
Another option for uploading bills is to go to the Transactions tab and clicking on the specific transaction. Then you can choose the "Upload Bill" button as well.
Now, the following input screen appears:
You can now drag-and-drop one or more files directly into the "Upload Icon" area and upload them this way, or click on the underlined area to select and upload one or more files from your desktop.
After a few seconds, the upload will be completed and the bills will be automatically assigned to the respective transactions.
Attention: in order for the automatic matching to work, some of the bill information has to match the specific transaction information (such as the transaction reference, the counterparty or the account numbers listed).
Important: Please do not hesitate to get in touch with Airbank' s support team should you experience any issues or require additional support.
Just use the chat function on the Airbank homepage or in Airbank App (the speech bubble symbol in the lower right-hand corner) or send an email to: firstname.lastname@example.org.