Sebastian de GoeijShort answer
An invoice paid privately or through a current account is cleared in Autoboeker via Bank → select invoices → Private / CA. Autoboeker posts a memorial to the private or current-account ledger and clears the open item. That invoice then leaves the Bank page and shows Matched on the dashboard. Invoices already cleared in the ledger disappear for the same reason. AI bank matching is available for Exact Online, Twinfield and SnelStart, not for e-Boekhouden.
Key takeaways
- Private / CA is an action on the Bank page, not a separate link mode.
- After Private / CA the invoice leaves the open bank list.
- Invoices already cleared in the ledger are hidden on purpose.
- A transaction that cannot be linked shows the reason on the card.
- e-Boekhouden has no bank matching through the API.
How do I clear a privately paid invoice?
Open Bank, select the invoices paid privately or through a current account, and choose Private / CA. Autoboeker posts a memorial to the private or current-account ledger of the administration and clears the open item. Do not use the firm's IBAN as the current account; that is the bank account.
- 1Open the Bank page of the administration.
- 2Select the invoices paid privately or through CA.
- 3Choose Private / CA.
- 4Check that the items show Matched and no longer sit in the open list.
Why do I no longer see a paid invoice on Bank?
Invoices already paid or cleared in the ledger, or booked as Private/CA, are deliberately left off the Bank page. They show Matched on the dashboard. That is not a fault. Exact does not always pass one payment against several invoices through the API; you mark those as matched by hand.
Which ledgers does this work for?
AI bank matching and Private / CA work with Exact Online, Twinfield and SnelStart. On SnelStart bank matching is on for everyone. On Exact Online and Twinfield Autoboeker switches it on per firm; a user cannot switch it on. e-Boekhouden has no bank matching or clearing through the API.
Autoboeker does not connect to your bank itself. Transactions come from the ledger.
What if a transaction cannot be linked?
The card shows why the match fails, for example an amount that does not match or a missing document. Then send a client question (Shift+V) or book the line by hand.
FAQ
Questions about this topic.
Yes, if the AI recognises the payment. Otherwise select the invoices and choose Private / CA.
No. A client question asks the client for an explanation. Private / CA is a booking to the private or current-account ledger.
No. e-Boekhouden has no bank matching through the API.
No, the Exact API does not allow that.
How Autoboeker solves it
