Importing and Automatically Posting Holvi Transactions in Eemel
Follow these steps to import your Holvi bank statement into Eemel and automatically post the transactions:
1. Download the Statement from Holvi
Log into your Holvi account
Download the bank statement in Excel format (XLS or XLSX)
2. In Eemel
Go to Accounting → Fiscal Years → Post Bank Statement Transactions
Click the Import bank statement button
3. Select and Upload the File
Choose the Holvi statement file from your computer
Click Execute bank statement import
4. Automatically Post the Transactions
Once the file has been successfully imported, click POST AUTOMATICALLY on the same page
This will automatically post the bank statement rows and apply payments to sales invoices
⚠️ Note: Only reference payments will be matched to sales invoices during Holvi statement import and auto-posting.