Good news for Winbiz users! Thanks to automated processing of CAMT (ISO 20022) files, you can simplify your accounting, automate your bank reconciliations, and reduce the amount of manual data entry in your day-to-day work.
Simpler and Faster Accounting
Processing bank transactions can quickly become a repetitive task: verifying payments, locating the corresponding invoices, recording journal entries, and checking amounts.
With Winbiz’s automated CAMT file processing features, these tasks become simpler and more efficient.
Bank statements can be processed to automatically generate general ledger entries or to reconcile bank transactions with existing business documents.
The result: less manual data entry, faster processing, and more time to focus on your business.
Automatic reconciliation of your payments
One of the main advantages is the automatic reconciliation of bank payments with accounting documents.
Winbiz allows you to reconcile bank transactions with documents related to sales, purchases, and payroll.
This allows the corresponding documents to be settled more quickly, without having to search for and process each transaction individually.
This represents a real productivity gain for businesses and accounting firms that handle numerous bank transactions on a daily basis.
Automatically generated journal entries
But what about bank transactions that don’t directly correspond to an invoice or an existing document?
Winbiz lets you define accounting allocation rules to automate their processing.
Once saved, these rules can be reused during future CAMT imports.
For example, certain recurring transactions, such as bank fees, can be posted more quickly according to defined rules.
This automation helps ensure consistent processing of transactions and reduces the risk of errors associated with repetitive data entry.
Direct integration into Winbiz
These features are directly accessible from the existing CAMT management screens in Winbiz.
Depending on your configuration, CAMT files can be:
- Retrieved directly from Winbiz when an e-banking contract is set up.
- Imported manually from your bank’s portal.
This way, you can take advantage of automation features while continuing to work the way you’re used to in Winbiz.
More time for what matters most
Whether you’re a freelancer, an accounting manager at an SME, or a professional at a tax and accounting firm, automating banking transactions is a real asset.
By reducing repetitive tasks and simplifying payment reconciliation, Winbiz helps you improve your productivity and keep your books up to date.
Less data entry, fewer manual checks, and more time to focus on what matters most!
Did you miss our webinar? Watch the replay!
Want to learn more about these features and better understand how to automate your accounting with Winbiz?
Check out our webinar on Winbiz accounting!
It’s a great opportunity to deepen your knowledge and discover features that can save you time every day.
Discover automated bank reconciliation with Winbiz
With this update, Winbiz continues to pursue its goal: simplifying the day-to-day management of Swiss businesses and accounting firms through practical and powerful features.
Want to automate your accounting entries and bank reconciliations?