What is Bank Integration Mini?
Bank integration Mini gives you access to your online bank directly in Tripletex. With Bank Integration Mini you can complete payments and bank reconciliation, pay salaries, and see updated account balance and account information. You can have multiple bank accounts with this solution.
Here is an overview of banks that support «Bank Integration Mini».
Requirements to activate Bank Integration Mini:
- The company cannot have an existing active payment service in the account
- It needs to be a paying account
| This video has subtitles in English. |
This is how you activate Bank Integration Mini:
- Go to Company > My Subscriptions, and choose «Bank Integration Mini».
- Click «Purchase».
- Accept the terms and conditions and click «OK». You will then be redirected to the page for Bankintegration Mini.
Sign the terms and conditions with ZTL
ZTL is the supplier of Bank Integration Mini. This is how you sign the agreement:
- Click on «Go to ZTL» to sign the terms and conditions.
- Follow the steps and sign the agreement.
Choose the accounting account
Here you can pick one or multiple bank accounts (account numbers) and connect it to an accounting account.
Click «Next» when this is done.
The bank account selected here must be a business account linked to business online banking.
Do you have issues?
- Go to Accounts > Chart of Accounts.
- Tick the «Bank account» box on the accounting account you want to use.