When you connect your accounting system (e-conomic, Dinero, or Billy) and your bank, Payfriend imports your history automatically. This guide explains what is fetched — and the two decisions you need to make before everything runs on its own.
Before you start
Accounting is connected
Bank is connected (or you’re connecting it)
You have permission to administer the company in Payfriend
What do we import, and how far back?
Data | How far back |
Invoices | All, including paid and historical |
Receipts / documents | Current and previous fiscal year |
Suppliers | All |
Bank transactions | Up to 365 days (your bank may impose a shorter limit) |
Ledger entries | Open fiscal years plus fiscal years closed within the last 18 months (same policy for e-conomic and Dinero) |
The windows are deliberately not identical: bank history often reaches further back than the ledger mirror. That is expected.
After your first import you can see exactly what was fetched on your move-in receipt (linked from the “Your move-in is ready” email).
Decision 1 — Reconciliation start
Your reconciliation start (cutover date) is the date Payfriend takes over bank reconciliation. Everything before it is already booked and reconciled in your old system — it should not be reconciled again, so we don’t show it as unmatched work.
Payfriend automatically suggests the most recent day your bank balance and booked balance agreed — usually one click. You set the date under Bank. The reconciliation queue is locked until it is set.
Details: Set reconciliation start.
Decision 2 — Adopt reminders
Payfriend never automatically sends a reminder for an imported invoice until you actively allow it. That happens under Invoices → Adopt reminders, where you see unpaid imported invoices and choose which ones Payfriend may follow up on.
Dinero: Payfriend already knows each invoice’s reminder step and continues from there.
e-conomic: does not store reminder history the same way — you confirm the step when adopting.
Historical documents on old postings
Nothing — unless you want to. Postings from before your move-in do not count toward “missing receipts”: the counter is scoped to the time after import. If an old receipt is still needed for audit, upload it manually under Receipts.
Check that it worked
Move-in receipt / “Your move-in is ready” email received (when import finished)
Reconciliation start set under Bank
You’ve decided on adopting reminders (or deliberately postponed)
Reconciliation queue is no longer locked for a missing start date
Next steps
Take the tour from the help menu (“Take a tour”)
Didn’t find an answer? Message us via in-app chat, or use Contact.