Unprocessed bank transactions
A nudge while bank transactions are still open, and it stops by itself once the pile is empty.
Unprocessed bank transactions are the pile that grows while you are not looking at it. Two weeks later you no longer know what half of them belong to.
While transactions are open you get one message a day about them, with the count. No report, no list, one number.
It stops as soon as nothing is open any more. A notification that keeps coming when you are done is a notification you switch off.
What it does
- Once a day, while bank transactions are unprocessed.
- Just the count, not the whole list.
- Stops on its own once nothing is open.
- In the chat you ask what exactly is open, with amount, date and counterparty.
How to switch it on
Turn the switch on
It is on by default. If you are someone who reconciles their bank every week, you never hear from it.
Put matching payments next to it
This switch counts the pile, the other one makes it smaller. Together the difference is biggest.
Also available
Every switch works on the same Moneybird connection. Turn on what you need and leave the rest off.
- The assistant A chat in your Schakel dashboard that handles invoices, quotes, receipts, hours, contacts and questions. Anything that writes shows you first what it is about to do.
- Matching payments to invoices Schakel reads your unprocessed bank transactions and finds the open invoice each one belongs to. Propose the match or book it, you choose.
- The receipt behind a payment Money goes out and no purchase invoice belongs to it. Schakel asks for the receipt, and reminds you once if it does not turn up.
- Invoices that are overdue A message when a due date has passed, with the customer, the amount and the number of days. Chasing is a separate choice.
- Monthly summary On the first of the month: what you invoiced, what came in and what is still outstanding.
- Quarterly VAT reminder At the start of a new quarter, a reminder that the return is coming, with the deadline attached.
- WhatsApp as well The same conversation on your phone, both ways. An add-on, not a requirement.
Common questions
Does Schakel process them itself?
This switch does not, it only counts. Matching transactions to invoices is what the payment matching switch does, and by default it only proposes.
Turn this switch on.
30 days to try everything, no card required.