Fynode enables easy automated connection to most banks, ensuring automatic matching of bank payments with orders, payment management, and online updates of financial flows. This functionality saves time, eliminates errors in manual matching, and supports seamless integration with invoicing and inventory workflows.
¶ Activation and management of bank connection
- Connecting to a bank is activated by the user in the Bank section by selecting a specific bank from the list.
- No login credentials are required for connecting a bank account (for security reasons).
- The system automatically generates a unique email address in the format
bmail-{HASH}@fynode.com.
- The user sets this email in their online banking as the notification email for received payments.
- Upon receiving a payment, the bank automatically sends a notification email (usually within a few minutes), which Fynode processes and, based on the data in the notification, matches the payment with a specific order.
- Matching occurs according to selected priorities and is highly flexible:
- Based on the variable symbol of the invoice
- Based on the invoice number
- Based on the order number
- Each matching method can be enabled or disabled individually; the system matches sequentially according to priority.
- Order status after payment: Automatically sets the chosen order status (e.g., "Paid") after successful matching of the payment.
¶ Payment management and transaction list
- The list of all bank payments can be found in the Payments section.
- For each payment, data such as date, amount, variable symbol, account number, matched order/invoice, and payment status are available.
- If a payment is matched with an invoice, the system allows downloading the PDF invoice directly linked to the payment.
- The list can be filtered by VS, order number, payment type, dates, etc.
- Payments can be downloaded in bulk (also as PDFs) or deleted.
¶ Notifications and automation
- When a payment is received, the system can automatically:
- mark the order as "paid"
- issue an invoice (if configured in the Economic Systems section)
- trigger additional workflows (shipment, customer status update)
- The payment status of an order can also be manually adjusted in the order overview.
- Tatra banka
- Slovenská sporiteľňa
- VÚB banka
- FIO banka
- Moneta
- Citfin
- Česká sporitelna
(Options may expand depending on support for automatic notifications via internet banking.)
- Fynode never requests your internet banking login credentials.
- The connection is one-way (notification email), does not allow account manipulation, only receiving notifications about transactions.
- Changes in the bank (e.g., email or notification updates) must also be updated in Fynode settings.
Bank connection in Fynode significantly saves time, removes routine errors in payment matching, and enables smooth cooperation between warehouse, eshop, invoicing, and accounting systems.