Accept accounting suggestions

Settle the posting suggestions identified by Embat in just a few clicks and send them to your ERP to be posted.

When Embat identifies a pattern match between a bank transaction and an accounting operation, it proposes an accounting suggestion that you can accept and send to your ERP to be booked.

1. Access your Embat account from the following link.
   
   

2. Add your credentials: email and password.

3. Go to the side menu on the left side of the screen, select the Accounting module.

4. By default, you will go to the Summary screen where appears the products with the entries to reconcile and the summary of transactions and their accounting status.
   
   
5. Select the Accounting section at the top of the screen (you will see that it is divided into two sections: Accounting and Reconciliation).
   
   
6. Once inside, by default, you will see the Validate section where you will see the accounting suggestions identified by Embat, both due to Artificial Intelligence and due to the rules you have set up in the section on Automation with actions in accounting.
   
   
7. To accept or reject a suggestion you have to select each transaction and click on Settle if you want to accept the suggestion or Discard Proposals if you want to reject it. If you discard the proposal, the transaction and the accounting operation will flow to Create.
   
   
8. Once the transaction has been posted, you will be able to view it directly in the Accounting module inside the History section.

If you have further questions, contact Customer Experience or submit a request via this link.