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OkiOki is also smart with banking transactions and credit cards.
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As a Peppol access point, OkiOki gives you access to your e-invoices and lets you send e-invoices yourself.
But have you paid them on time? And are your customers paying you on time? With a smooth follow-up of the payment status of your invoices, you maintain a positive cash flow and your company remains financially healthy.
Thanks to a link with your bank accounts and credit cards, OkiOki Smart automatically tracks the payment status of all your invoices.
In your 'To pay' list, you can see at a glance which invoices you urgently need to pay. And you can do that super fast thanks to our handy QR code.
In your 'To receive' list, you can see which payments you still have to receive and who is overdue. Overdue payers will effortlessly receive a reminder email.
You can simultaneously link multiple current accounts at various banks with OkiOki. And for each of your credit cards, she creates a handy overview of all expenditure statements and transactions.
Never before have you had all your bank details so easily at hand. This way, you can always consult the consolidated status of your accounts and cash flow.
Thanks to the use of filters, labels and search criteria, you can also make detailed cash flow analyses. And that of course helps to understand where your money goes, among other things.
OkiOki Smart also helps you collect all your invoices.
Not only does she automate the collection for you, she also ensures that your administration is 100% complete.
She compares all bank transactions with the available documents and can tell you, via your personal task list, which documents are missing.
Only a complete administration ensures an optimal VAT return at the end of the month, quarter or year. And who doesn't want to pay less money to the tax authorities.
OkiOki connects with your bank account via the open banking standards as described by the EU. Therefore, OkiOki's mother company 33reasons NV has obtained a 'PSD2' license from the National Bank of Belgium. This requires OkiOki to comply with strict security, safety and privacy policies with regards to the data it collects, handles and stores.
In practice you link your bank account by giving your consent from within the OkiOki app. Therefore, OkiOki will redirect you to your bank where you can give your consent via Itsme or with your bank card and bank card reader.
You can find all your transactions from your bank under the "Transactions" button on your dashboard.
Alternatively:
OkiOki support most of the Belgian Banks:
If you can't find your bank in this list, please let us know.
OkiOki support most of the Belgian Banks:
If you can't find your bank in this list, please let us know.
Your bank will credit your account with bank costs or debit your interest.
There is no document to support that.
So to mark this as done, please follow the steps below:
You can only link current accounts to OkiOki.
OkiOki tries to take care of your administration for you to the highest degree possible, but occasionally she still needs your help. And for that she has a task list ready for you. On this list you will find documents that are missing a transaction or transactions that are missing a document.
The first time you start working with OkiOki, it is best to decide from which day you want OkiOki to start following up your transactions and documents. Would you like the app to start on the day you start using OkiOki or rather from the beginning of the month or the beginning of the quarter? We call that day the start date of your task list. You can go back in time up to 90 days. This is because, in the beginning OkiOki will retrieve all your bank transaction up to 90 days in the past.
The further back in time this day goes, the more tasks you can expect on your to-do list.
You can adjust this start date in your settings:
No, this isn’t possible (yet). Information from savings and investment accounts falls outside of the PSD2 legislation and is therefore not shared by the banks. Even credit card transactions are not shared for the moment.
For some KBC bank accounts it is still the case that as an agent holding power of attorney, you may not share account information with third parties. The principal granting power of attorney must first give their permission for this. You will need to contact your branch for more information.
The PSD2 regulations require that every user reconfirms his or her bank connection every 90 days. When reaching that deadline OkiOki will inform you and invite you to reconnect your bank account. Reconnecting your bank account follows the same procedure as connecting your bank account the first time. Therefore, OkiOki will redirect you to your bank where you can give your consent via Itsme or with your bank card and bank card reader.
You can easily remove credit card statements from the OkiOki app by following the steps below:
Today, OkiOki can recognise the Master Card and Visa credit card statements of the Bank Card Company (BCC).
OkiOki also recognizes prepaid credit card statements. Instead of monthly settlement transactions you only have the transactions to top up your card. You can’t link these transactions yet to your prepaid credit card statement. You can however easily keep them out of your to-do list by using an automation rule. Or you can just ‘Complete’ them by adding a comment or tag.
To add your credit card statement to OkiOki, follow these steps:
Important: If you receive your statement on paper, make sure you get a good quality scan. The reading of the different lines requires that the document is perfectly straight on the scan. Also make sure that you scan all pages of your statement for the most correct result.
In that case you will probably receive one statement with an overview for each card. And you will only find one settlement transaction on your bank account. We advise you to add both overviews separately to OkiOki, because then she will recognize both cards individually and she will create an overview per credit card. You can link your monthly settlement transaction to one of the overviews.
Sometimes you pay an expense with your business account, although the expense is not related to your business. In that case you would not need the invoice or receipt in your administration. But the transaction is there, so in that you case you need to let OkiOki know that the corresponding transaction was a private expense. Your accountant will book this transaction on your drawings account.
Transactions are the heartbeat of your company and OkiOki. They are the starting point for your bookkeeping and therefore can't be altered.
The easiest way is to navigate to the 'Transactions' page via the hamburger menu. In the search field (in the header) you can search and filter your transactions by counter party name, account number, transaction amount, comments and tags (in case you added these to your transactions via the 'booking detail').
If you have multiple bank accounts linked to OkiOki then the 'My bank accounts and cards' page gives you a consolidated overview of all your bank transactions. Here you can also find your credit card expenses in case you added your credit card statements to OkiOki.
Yes, she can. OkiOki allows you to create automation rules to handle recurring transactions, e.g. a monthly payment for your car lease. OkiOki will handle this recurring transaction automatically and keep it away from your to-do list. You upload your car lease contract once and after setting the automation rule every related transaction is attached to it.
OkiOki today also offers its own code files based on the account information available through the PSD2. OkiOki offers these code files at an additional cost of 1.60 euro per account per month. Since all Belgian Banks have to follow the PSD2 directive today, we can offer code files for all Belgian Banks, including Argenta and AXA.
For some entrepreneurs or accountants it can still be useful to use CodaBox for certain accounts. Today, banks are only obliged to share their current accounts under PSD2, so OkiOki can only offer current account code files for the time being.
In this article you will find more information about the OkiOki code files.
For that you can use a recurring transactions automation rule. To do that, follow the steps below:
This way all transactions with that counterparty are automatically kept out from your to-do list.
There are several potential reasons why your data may be read incorrectly:
How can I solve this?
Incorrectly read data can be easily adjusted in the app (only for documents, not for transactions). This is done by following the steps below:
1. Go to your menu and choose "All documents" under "Documents".
2. Select the document whose data you wish to modify.
3. Open the document detail of the selected file.
4. When you click on one of the fields that are underlined by a dotted line on the right-hand side, you can start making changes.
5. All fields marked with a dotted line can be changed. The changes are saved immediately when you click outside the field.
6. If you do not want to save the changes, click on the red cross.
7. The data has now been adjusted.
Do you want to change the details on an invoice that is yet to be paid? Based on your changes, OkiOki will automatically generate a new QR code. You can then scan this QR code to easily pay the invoice.
