Set up a bank account to start booking its transactions from Embat

Before you can begin booking the transactions of your bank accounts through Embat, it is necessary to configure the account.

To initiate the accounting of transactions from Embat for one of your bank accounts, please follow the steps below:

1. Access your Embat account through the following link.
2. Enter your credentials: email and password.
3. Click on the Settings icon located at the top right side of the Bank statements module.
   
   
   
   
    
4. There, you will see the list of companies selected in the main navbar.

5. You will see a list of all the banking products of your companies. Find the one you want to configure and fill in the following fields:
   
   Account Code: Enter the account code from your chart of accounts for the bank account you want to set up.
   
   Start Date: Specify the date from which you want to start reconciling transactions in Embat. Transactions before this date will not appear in Embat's Accounting screen.
   
   
   

    

6. Save changes to begin accounting and reconciliation in Embat.
    

Note: the Accounting Balance is fulfilled automatically and you need to ensure your Accounting is up to date on the ERP on the selected date. 

 

IIf you have any further questions, please contact the Customer Experience team or submit a request through this link.