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How do I automate booking texts?

Contents:

What kinds of booking text are there?

These are the available options for automating your booking text:

  1. No booking text – leave blank

  2. Automatically fill with business partner information

  3. Let the AI generate suggestions for booking text

 

Where can I find the settings?

Can I use abbrevations from my ERP system?

Many accounting systems allow the entry of "abbreviations" or "shortcodes" for the automation of the booking texts. These "shortcodes" can be predicted by using Finmatics AI, and transferred to the accounting system. This gives you the best results for automation!

For more information on shortcodes in BMD you can have a look at our article "Can BMD Shortcuts be used for Booking Texts in Finmatics too?".