...

Agreement with the bank

The integration requires an agreement with your bank. Some banks can be onboarded directly. It normally takes 2 to 5 working days before the bank agreement is online.

Link to DNB: Koble sammen nettbanken med ditt ERP-/regnskapssystem - DNB

Link to Sparebank 1: Bankintegrasjon | Koble regnskapsprogram mot nettbank | SpareBank 1 Sørøst-Norge

Contact the account manager of your bank to connect the bank with Sumango AutoBank or contact us at Sumango: https://sumango.no/

Integration setup

After the agreement is done with the bank you can get the API integration codes.

You can use the Setup Wizard to get the codes:

...

Setup in Sumango AutoBank is easy. Most of it is in the App. You need to look at the bank accounts and vendor bank card:

Setup of bank accounts

Establishment of bank accounts

...

Under Posting: Select Accounting Group Bank = Financial Account to mirror the bank account.

Note!
A Financial Account can be linked to several bank accounts.
Remember to choose the currency in which the account will be entered.
If you want to transfer a starting amount to the bank account, you can create in financial draft:  [BILDET UNDER MÅ OPPDATERES - SETTE OPP BANKKONTI]

...

Example of entering the starting amount to a bank account.

...