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Auto Account

Auto Account

Auto Account allows you to set up automatic sending of a bank account for replenishment balances.

The bill will arrive in the mail to users with a category subscription account notifications Accounting documents.

It is possible to set up auto-counting:

  • scheduled — the bill will arrive on a specific day of the month;
  • on the threshold balance — the invoice will come when the amount on the balance sheet will be reduced to the specified value.

Connect auto-account can a user with role Account Owner or Billing Administrator. Only the Account Owner can customize notification categories for users.

Connect auto-account⁠

  1. In control panel in the upper right corner, open the menu (account number) and select the item Balance sheet and payments.
  2. Go to the section Auto Account.
  3. Click Connect auto-account.
  4. Select the billing condition.
  5. If you chose scheduled billing, specify the day on which auto-billing will be sent each month.
  6. If you have chosen to bill by principal balance threshold, specify the amount at which the auto-bill will be sent.
  7. Click Connect.

Change auto-counting settings⁠

  1. In control panel in the upper right corner, open the menu (account number) and select the item Balance sheet and payments.
  2. Go to the section Auto Account.
  3. Click Change settings.
  4. Make the changes.
  5. Click Save.

Disable auto-counting⁠

  1. In control panel in the upper right corner, open the menu (account number) and select the item Balance sheet and payments.
  2. Go to the section Auto Account.
  3. Click Disable auto-counting.