{"id":3729,"date":"2022-08-29T13:56:31","date_gmt":"2022-08-29T13:56:31","guid":{"rendered":"https:\/\/www.founders.nl\/faq-nieuwe-feature-bankkoppeling\/"},"modified":"2023-11-06T09:29:07","modified_gmt":"2023-11-06T09:29:07","slug":"faq-new-feature-bank-connection","status":"publish","type":"page","link":"https:\/\/www.founders.nl\/en\/faq-new-feature-bank-connection\/","title":{"rendered":"FAQ: new feature bank connection"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"3729\" class=\"elementor elementor-3729 elementor-3639\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ec6e75a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ec6e75a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1c927c2\" data-id=\"1c927c2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-43e63f6 elementor-widget elementor-widget-Title\" data-id=\"43e63f6\" data-element_type=\"widget\" data-widget_type=\"Title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <section class=\"title-widget  widget-type-text widget title-widget--empty-body\">\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col-12 offset-md-1 col-md-10 offset-xl-0 col-xl-12\">\n                        <h1 class=\"mb-3\">FAQ: new feature bank connection<\/h1>\n                    <\/div>\n                <\/div>\n                <div class=\"row\">\n                    <div class=\"col-12 offset-md-1 col-md-6 col-lg-5 offset-xl-0\">\n                        <div class=\"title-widget__text-wrapper subtitle rich-text d-block\">\n                                                    <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/section>\n        \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4a353ab elementor-widget elementor-widget-Text\" data-id=\"4a353ab\" data-element_type=\"widget\" data-widget_type=\"Text.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <section class=\"text-widget widget-type-text widget columns-1 text-widget--narrow\">\n            <div id=\"\" class=\"deeplink-anchor\"><\/div>\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"offset-md-1 col-md-10 offset-lg-2 col-lg-8 offset-xl-2 col-xl-8\">\n                        <div class=\"text-widget__text-wrapper rich-text d-block\">\n                            <h2><b>Activate bank link<\/b><\/h2>                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/section>\n        \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0b57aaf elementor-widget elementor-widget-Text\" data-id=\"0b57aaf\" data-element_type=\"widget\" data-widget_type=\"Text.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <section class=\"text-widget widget-type-text widget columns-1 text-widget--narrow\">\n            <div id=\"\" class=\"deeplink-anchor\"><\/div>\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"offset-md-1 col-md-10 offset-lg-2 col-lg-8 offset-xl-2 col-xl-8\">\n                        <div class=\"text-widget__text-wrapper rich-text d-block\">\n                            <p><b>How do I activate the bank link?<br \/><\/b><span style=\"font-weight: 400;\">The bank link can be found under 'Bookkeeping' - 'Bank'. Click on <\/span><b>Link your account<\/b><span style=\"font-weight: 400;\"> to start the bank link activation process. You will first be redirected to Ponto, the third party through which the bank transactions are collected. Create an account with Ponto, connect it to the bank you use for your business, and give Founders access to the selected bank accounts. After completing all steps, you will return to your personal accounting environment.<\/span><\/p><p><i><span style=\"font-weight: 400;\">&gt; Already have a Ponto account? Please login using your existing credentials.<\/span><\/i><i><span style=\"font-weight: 400;\"><br \/><\/span><\/i><i><span style=\"font-weight: 400;\"><br \/><\/span><\/i><b>Why do you use Ponto?<br \/><\/b><span style=\"font-weight: 400;\">Ponto supports a wide range of banks. It also has the necessary PSD2 license that makes your bank feed digitally available to third parties. Please note that this is only possible with the explicit permission of the account holder.<\/span><\/p><p><i><span style=\"font-weight: 400;\">&gt; Check<\/span><\/i><a href=\"https:\/\/myponto.com\/nl\/bereiken\/beschikbare-banken\/\" target=\"_blank\" rel=\"noopener\"> <i><span style=\"font-weight: 400;\">here<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> to see if your bank is supported by Ponto.<\/span><\/i><\/p><p><b>How often do I need to issue an authorization?<br \/><\/b><span style=\"font-weight: 400;\">For security reasons, your Ponto account will ask you to re-authorize every 90 days. You\u2019ll receive a reminder for this in your Founders banking feed 30 days in advance. Make sure you always re-authorize in time, to prevent manual changes from being deleted.<\/span><\/p><p><b>What are the costs for the bank link?<br \/><\/b><span style=\"font-weight: 400;\">The costs for linking the first bank account are included in your annual fee at Founders. If you want to link additional bank accounts, you pay \u20ac5 per month per linked account.<\/span><\/p><p><b>I can\u2019t \/ can no longer find my bank transactions in my dashboard.<br \/><\/b>Possible reasons:<\/p><ul><li><span style=\"font-weight: 400;\">You forgot to complete your account in Ponto after linking your bank account.<\/span><\/li><li><span style=\"font-weight: 400;\">You didn\u2019t select all the bank accounts you wanted to link. You can adjust this in your Ponto account by selecting your bank accounts under the 'Integrations' tab.<\/span><span style=\"font-weight: 400;\"><br \/><\/span><\/li><li><span style=\"font-weight: 400;\">You haven\u2019t renewed your authorization in time. You can do this in your Ponto account, under the 'Accounts' tab.<\/span><\/li><li><span style=\"font-weight: 400;\">If your transactions still aren\u2019t visible after checking the above, please send an email to <a href=\"mailto:support@founders.nl\">support@founders.nl<\/a>. We\u2019re more than happy to help.<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">\u00a0<\/span><\/p><h2><b>Process transactions<\/b><\/h2><p><b><br \/>How many transactions can be matched automatically?<br \/><\/b><span style=\"font-weight: 400;\">The number of transactions that can be automatically linked depends on the correctness of the data that\u2019s submitted into the administration. The more similarities the bank link can find using the submitted data, the more transactions immediately will result in a 'match'.<\/span><\/p><p><b>How can I see which transactions still need to be processed?<br \/><\/b><span style=\"font-weight: 400;\">Transactions that are automatically matched are coloured blue. Transactions in process don\u2019t have a colour yet. You can use the filters to only see transactions that have the status 'unprocessed'.<\/span><\/p><p><b>How can I manually link a transaction?<br \/><\/b><span style=\"font-weight: 400;\">Open the transaction you want to link and search for the corresponding entry in the overview. Use the slider to sort by 'best match'. The entries with the most similarities will then be placed at the top. Click <\/span><b>Match<\/b><span style=\"font-weight: 400;\"> to process the transaction. Manually linked transactions are coloured green.<\/span><\/p><p><b>The corresponding receipt is not (yet) submitted in my administration.<br \/><\/b><span style=\"font-weight: 400;\">It\u2019s possible to instantly translate a transaction to an entry in your income or expenses overview. Open the transaction and click <\/span><b>Add Income<\/b><span style=\"font-weight: 400;\"> or <\/span><b>Add Expense<\/b><span style=\"font-weight: 400;\">. The booking opens in a separate screen to allow you to fill in any missing data and to add the corresponding document. After adding, the booking is immediately entered into your administration and linked to the transaction.<\/span><\/p><p><b>The transaction can\u2019t be linked because it can\u2019t be categorized as income or expenses.<br \/><\/b><span style=\"font-weight: 400;\">In this case, it\u2019s possible to manually assign the transaction to a category, so it will still appear as \u2018processed\u2019 in your transaction overview. Open the transaction and click <\/span><b>Choose another category<\/b><span style=\"font-weight: 400;\">. Select the correct category and provide a description if necessary. If you want to undo this, please click on the selected category again and the transaction can be linked anew.<\/span><\/p><p><b>How can I link multiple receipts or invoices to a single transaction?<br \/><\/b><span style=\"font-weight: 400;\">Open the transaction and find the first entry you would like to match. Click it and select <\/span><b>Search another income <\/b><span style=\"font-weight: 400;\">or <\/span><b>Search another expense<\/b><span style=\"font-weight: 400;\">. Using this option, select all the entries that belong to this transaction and finally click <\/span><b>Match<\/b><span style=\"font-weight: 400;\"> to process the transaction.<\/span><\/p><p><b>How can I link multiple transactions to a single receipt or invoice?<\/b><span style=\"font-weight: 400;\">Open the first transaction you want to link and process it manually. Because the amount doesn\u2019t correspond to the amount of the transaction it will be marked red. Now click the next transaction you want to process, and find the corresponding receipt or invoice. The icon indicates that it\u2019s already linked to a different transaction. Process this transaction as well. In the overview you will see that both transactions have now coloured red.<\/span><\/p><p><b>How can I unmatch a transaction?<br \/><\/b><span style=\"font-weight: 400;\">There are two ways to unmatch a transaction. Either by clicking <\/span><b>Unmatch<\/b><span style=\"font-weight: 400;\">, found under \u2018Actions\u2019 in the transaction overview, or by opening the linked transaction and clicking on the link icon in the entry row.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p><p><b>I have a credit invoice in my administration. How should I process this?<br \/><\/b><span style=\"font-weight: 400;\">The bank link will automatically process a positive amount as income and negative amounts as expenses. In the case of a credit invoice, this is of course exactly the other way around. Open the transaction you want to process, and click on <\/span><b>Search\u00a0 expenses<\/b><span style=\"font-weight: 400;\"> or <\/span><b>Search\u00a0 income<\/b><span style=\"font-weight: 400;\"> in the search bar on the right to switch to the correct overview of receipts and invoices.<\/span><\/p><p><b>I have a transaction that belongs to an invoice from a previous year. How should I process this?<br \/><\/b><span style=\"font-weight: 400;\">You process this transaction by categorizing it manually. Select the transaction and click <\/span><b>Choose different category<\/b><span style=\"font-weight: 400;\">. Then select the category 'Payments from previous year' and provide a description.<\/span><\/p>                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/section>\n        \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>FAQ: new feature bank connection Activate bank link How do I activate the bank link?The bank link can be found under &#8216;Bookkeeping&#8217; &#8211; &#8216;Bank&#8217;. Click on Link your account to start the bank link activation process. You will first be redirected to Ponto, the third party through which the bank transactions are collected. Create an [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3729","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>FAQ: new feature bank connection - Founders<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.founders.nl\/en\/faq-new-feature-bank-connection\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FAQ: new feature bank connection - Founders\" \/>\n<meta property=\"og:description\" content=\"FAQ: new feature bank connection Activate bank link How do I activate the bank link?The bank link can be found under &#8216;Bookkeeping&#8217; &#8211; &#8216;Bank&#8217;. Click on Link your account to start the bank link activation process. You will first be redirected to Ponto, the third party through which the bank transactions are collected. 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Click on Link your account to start the bank link activation process. You will first be redirected to Ponto, the third party through which the bank transactions are collected. 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