Page tree
Skip to end of metadata
Go to start of metadata

Question

Does Unanet interface with banks and credit institutions?

Solution

Unanet includes bank reconciliation functionality that allows the reconciliation of bank accounts, credit card accounts, and other accounts requiring periodic reconciliation. The activity in these accounts is generated by system posting processes and manually entered via the UI or a transaction import.

Unanet has a schedule-driven API, versus an event-driven API. Please see the IMU KC entries below for more information. Unanet's schedule-driven API is called the Integration Management Utility (IMU). The IMU can be used to automate the flow of transaction data on a scheduled basis to and from Unanet. If your bank or credit institution provides the ability to automatically generate files with your transaction data in a Unanet-supported format, you can schedule the import of this data into Unanet.

For more information on Unanet bank reconciliation functionality please visit the links below.


Additional Information

Help Docs - General Ledger - Bank Reconciliation

Help Docs - IMU (Integration Management Utility)

KC - Credit Card Integrations, Imports, and the IMU

KC - AMEX/American Express: Automated Integration using the IMU

KC - Use the Integration Management Utility (IMU) with Credit Card Import

KC - AP Admin Guide - Vendor Invoice Entry

KC - AP Admin Guide - Bulk Vendor Payment Creation

KC - General Ledger Guide: Bank Reconciliation

KC - Quick Topic - Adding Invoices for All Vendors on a Credit Card Bill

KC - Bank Reconciliation

KC - Unanet Bank Reconciliation for Credit Cards

  • No labels