Integrating Wise (Transferwise) with InvoiceOcean

Created: 2021-03-16
Last updated: 2021-11-09
Post view count: 845

Do you want to update your invoice status on autopilot? By integrating Wise (formerly Transferwise) with InvoiceOcean, you can match your incoming and outgoing payments with your invoices and expenses. 

In order to match your Wise transactions, follow these simple steps.

Step 1. Go to Settings > Import and choose Import Bank Statements in the dropdown menu.

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Step 2. Choose Transferwise (Wise) as a payment form and add your file to upload in csv format.

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Step 3. After you upload your csv file, the system will process your file and let your review the information.

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After the data is uploaded, you can choose what transactions you want to import and the department to which they have to be associated.

After the import all your invoice statuses will be updated!






 

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