Every document should support an entry. ark.flow Compta links the obvious cases itself and suggests the others for your approval.
Automatic links
A document is linked automatically when the match leaves no room for doubt: an exact amount, only one possible entry, and no conflicting supplier. For a subscription billed at the same amount every month, the entry with the closest date is chosen.
In every other case, ark.flow suggests the most likely entry without linking it.
Approve a suggestion
- Open Documents, To process tab. The With suggestion filter shows only documents that have a suggestion.
- Each card shows why it matched: Matching amount, Matching date, Matching vendor.
- Click Link if the suggestion is right, or Ignore if it isn’t.
Two badges explain particular cases:
- Future: the invoice belongs to a future period, so the entry probably doesn’t exist yet. It will be suggested once the relevant bank statement is imported.
- Locked: the invoice belongs to a closed period.
Correct a link
Open the document’s preview in the Linked tab, then click Unlink this entry. The document goes back to To process.
Documents without a suggestion
A document with no matching entry stays in To process. Common causes: the bank statement with the payment hasn’t been imported yet, or reading failed (Error filter, Retry button). After a new import, Re-scan orphans runs the search again.
Question not answered?
Write to us at support@arkflow.ch.