TeamWox HelpE-Bank

"E-Bank" Module

The e-Bank module is intended for the implementation of interaction of TeamWox with client-bank systems. This module allows registering a large number of bank accounts and keep the database of financial operation. Transactions can also be imported from external sources.

The "e-Bank" module is tightly integrated with the "Accounting" module. The module functional allows setting up routing rules for received transactions to bind them to organizations and payments, which enables automatic registration of payments. Besides it, the automatic sending of e-mails and charging of commission payments for agents can be performed at coming of transactions.

Work with client-bank systems is implemented via plug-ins. TeamWox standard package contains plug-ins for working with WebMoney, PayPal, RBK Money, Rietumu Banka and Bank Avangard. Further the list of standard packages will be extended. Plug-ins for working with other systems can be developed using TeamWox SDK.

e-Bank Module

  • The left part of the tab is intended for switching between sections of the module: List of accounts, Unrecognized transactions, Routing.
  • Using the "New account" button, one can go the creation of a new account.
  • The "Check" button is intended for manual updating of information about transactions by all operating accounts. When new transactions come, their transferring to the payments of the "Accounting" module is performed in compliance with the routing rules.
  • Using the "Match transactions" button, one can start the process of comparing unrecognized transactions with existing payments in the "Accounting" module. If a match is found, the transaction will be bound to the payment.
  • The upper right part of the tab contains the search line to enable the quick search of necessary information in the module.