Bank connectionExpert

5 questions

How do I connect my bank account?

Go to the Bank menu and click Connect a bank. Select your institution from the list of available Belgian banks, then log in on your bank's website. You are redirected back to Ledgerly once access is granted. Your accounts and their balances appear immediately.

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How does automatic reconciliation work?

Every night, Ledgerly synchronises your new bank transactions. For each incoming transfer, it first looks for an invoice whose structured communication (+++xxx/xxxx/xxxxx+++) matches exactly — the most reliable method. If no reference is found but a single amount matches a pending invoice, the reconciliation is also performed automatically. In both cases the invoice is set to Paid and you receive a notification.

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What is the structured communication and why does it matter?

The structured communication is a reference in the format +++xxx/xxxx/xxxxx+++ calculated from your invoice number. It appears on your PDF and in the email sent to the client. When your client includes it in their bank transfer, Ledgerly immediately identifies the invoice and reconciles it automatically — without any action on your part.

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What happens if the transfer does not contain the structured communication?

If the structured communication is missing, Ledgerly tries to reconcile by exact amount: if only one pending invoice matches the transfer amount, the reconciliation is still automatic. If several invoices share the same amount, no automatic reconciliation is performed — the transaction appears in the To reconcile list and you can manually select the correct invoice.

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How do I remove a bank connection?

From the Bank page, click the Delete button next to the connection. Access is revoked at the bank and all imported transactions linked to that connection are deleted. This action is irreversible — transactions already reconciled to invoices are not affected.

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