Posts tagged #feature

Create suppliers from the document, recognise them by IBAN, suggest accounts: how Saldio brings together suppliers, incoming invoices and payments.

Income, expenses, open and overdue invoices, this quarter's VAT and automatic insights on one page: how the dashboard in Saldio is built.

Time entries in minutes on the project, four statuses from draft to invoiced and an assistant that builds the invoice: how hours get invoiced in Saldio.

Form 100 from the general ledger, the settlement entry in one click, eVAT XML for SuisseTax: how Saldio settles Swiss VAT – effective or net tax rate.

Lock monthly periods, pass four pre-checks, close with preview and audit record: how Saldio prepares the year-end close – and why it stays closed.

QR-IBAN, QR reference, RF reference: what the Swiss QR code contains, what Saldio checks and how a QR bill is booked via pain.001 to the bank line.

From bank export to matched payment: what CAMT.053 and CAMT.054 contain and how Saldio reads them, splits batch credits and skips duplicates.