How it works «Automation for payments» #
It allows to automate actions for payments during its saving and updating. You can configure export of payments to xml, filling in the additional fields of payments, ban processing of payments with no budget specified when it is added. You can setup the export of payments to xml and filling in the additional fields of payment, when updating the payment.
To setup the action, you would need choose and add required action via Add button.
Cloud pricing for data and applications
There is no additional charge
Cloud pricing per user
There is no additional charge. You only pay per OneBox user.
Boxed solution (on-site)
There is no additional charge. You only pay per OneBox user.
Screenshots «Automation for payments» #
Available Platforms «Automation for payments» #
Recommended Applications #
Reviews and discussions component «Automation for payments» forum #
Import payments from a CSV file
The following question arose, when setting up automation to import payments from a CSV file, I do not quite understand where to place the file and ...
In finance, in payment, there is a standard "Comment" field, how can you copy data from it to the process?
There is an incoming payment, some data is indicated in the comments, I would like to add this data to the process and then change the person in ch...
Payment notification
Good day. Tell me how to set up a notification about an incoming payment?
Export payments to Excel
In the old version, under payments, there was a function to export payments to Excel. How can I enable this feature in the new version?
Payments enter the system without a date
Previously, payments entered the system with a time and date. Now the time is not displayed at all so there is no way to link the payment. A week ...
Having ceased to submit a new comment in payments
Having ceased to submit a new comment on the payment to the privat bank integrated with the account. Now write "null"
Incoming payments
Good afternoon! There is a problem. For some reason, payments are not tied up automatically. Previously, everything worked when the order number wa...
Payments from private bank are not uploaded
Good afternoon, payments from the private bank have ceased to be uploaded, nothing has been touched in the settings before. Everything is ok in the...
28 replies
19.08.2021, 13:17
Is it possible to do a similar action "Integration of XML Payments (Import)" for the stage that will be triggered when switching / saving...
1 answer
19.08.2021, 13:11
Guys, I have a question. I need to collect bank statements from excel file You need to do a similar action Integration of payments XML (Import) onl...
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