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September 4, 2022 10:18
Moin Moin,
Under [Settings > Preferences > Billing] can be selected under the function key in front of the [Banking] the columns for importing account statements from Bank X via the clipboard can be assigned in a popover dialog. In principle, these settings can also be used for other online banking programs, as these settings are only concerned with the pure assignment of the columns.
Bank X (or other online banking programs) copies the data of selected lines of the account statement as structured data to the clipboard. In most cases, you can also define which fields in which column are to be copied to the clipboard in the settings of the online banking program. If you compare this setting with the setting in gFM-Business, the import via the clipboard also works with any other online banking software.
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This topic was modified 3 years ago by Markus Schall
Greetings from Kirchhatten
Markus Schall
gofilemaker.com - MSITS
The forum for the Claris FileMaker-based gFM-Business ERP software with CRM, merchandise management system and invoicing for Apple Mac, PC and iOS. It serves the exchange between users, developers and gofilemaker.de. The forum boards are divided into overarching topics and modules such as customer management, merchandise management or invoicing. Anyone interested is welcome to actively participate in the forum.