Kontera supports integration with accounting systems via sub ledgers (accounts payable) or main ledgers (general ledger). A ledger entry in Kontera is a complete business transaction that aggregates more complex technical posting entries. Examples include document-transaction pairs, collective payments, installment payments, or foreign...
Enter the IBAN and QR-IBAN in the chart of accounts to help Kontera distinguish between accounts receivable and accounts payable invoices. Go to "Settings → Base data → Accounts", select the corresponding bank account (e.g., 1020), and enter the IBANs. If the account cannot be edited, update the IBAN in your accounting system and...
Kontera is the central tool for importing and posting documents from bexio. Accounts payable cannot be recorded as expenses in bexio. Documents from the bexio inbox are imported into Kontera and only moved to the archive after posting. Kontera requires specific permissions for data synchronization, including for contacts, bank payments,...
Kontera processes documents in PDF, JPEG, and PNG formats. Word and Excel files must be saved as PDF before uploading. Documents can be uploaded via email, WhatsApp, PDF splitter, direct upload, or drag-and-drop. Bexio users can use the bexio Inbox in combination with the bexioGo app. Upload errors require checking whether files are...
Certain foreign currency combinations in bexio Accounts Payable Invoices cannot be adequately mapped, especially with manual payments, reconciled documents, or employee expenses. Problems occur when the invoice and transaction currencies do not match the base currency or differ from each other. Correct posting is also not possible for...
This article explains how to update your credit card and billing details for your Kontera subscription. You need administrator rights or access to the settings in your Kontera account. Navigate to Settings > Subscription and click on Payment Method to update your credit card via the Stripe portal. Delete old payment methods and add a new...
The Kontera AI Agent automates the account assignment of documents through analysis, account suggestions and explanations. Setup requires activation in the organization and a SME-oriented chart of accounts. The agent is activated via "Settings" > "AI Agent". Precise suggestions require a detailed company context. Account assignment...
This article is outdated and is no longer updated. The functions for automatic document processing have been improved and summarized in a new guide. Please use the updated support article on the Kontera AI Agent for setting up, controlling, and using account assignment. Former work instructions are replaced by predefined Skills.
This article is outdated and is no longer updated. The "Autonomous Account Assignment" feature has been replaced by an improved AI Agent. Use the new process for document processing. Access the updated support article on the Kontera AI Agent.
Kontera summarizes frequently asked questions. Posting rules can be found under "Settings". Kontera creates rules based on contacts and updates them. An incorrect account assignment can be corrected by editing or recreating the posting rule. If multiple rules apply, Kontera does not apply any. Instructions for creating rules for documents...