Ponto¶
Ponto is a paid third-party service that enables companies and professionals to connect multiple bank accounts to a single platform. It provides a unified view of all transactions within a single interface. When integrated with Nexovate, it automatically synchronizes bank transactions directly into its database.
Nota
Using Ponto is subject to applicable fees.
Configuración¶
To connect a bank with Nexovate using Ponto as the third-party provider, follow these steps:
Set up your email address: Click the profile icon in the upper-right corner, select My profile, and fill in the Email field.
Create a Ponto account if needed.
Ponto account creation¶
Access the Ponto website.
Click Login, then Not a user yet? and follow the instructions to create a new account.
Nota
Use the same email address as the one used for your Nexovate profile.
After logging in, create an Organization and provide the necessary contact details.
Give consent to Ponto to access the bank account data.
Click Accounts, Add account, then Choose your bank, enter the bank account reference, and follow the on-screen steps to complete the linking process.
Add all relevant bank accounts that need to be synchronized with Nexovate, then proceed to the next steps.
Conexión con Nexovate¶
When connecting a bank to Nexovate using Ponto as the third-party provider, follow these steps:
When connecting to the desired bank, make sure Ponto is selected as the third-party Provider.
Select the account(s) to grant Ponto access to account balances and transactions, then confirm the selection.
Authorize Nexovate to request account information and initiate payment orders.
Select the specific bank account to connect.
Truco
Make sure to check the consent checkbox to allow information to be shared with Nexovate.
Select all accounts that need access and synchronization, including those from other banking institutions.
Ver también
Vendor payments with Ponto¶
Importante
Before managing vendor payments with Ponto, make sure the following steps are completed:
The SEPA Credit Transfer payment method has been added to the bank journal.
The Account Online Payment (
account_online_payment) module is installed.
To register a vendor payment using Ponto, follow these steps:
Go to and create the payment. Fill in the relevant bank Journal field, select SEPA Credit Transfer as the Payment Method, and enter the Vendor Bank Account. Then click Confirm.
Go to and create a batch. Select the same bank Journal and Payment Method, and click Add a line to select the payment created in the previous step.
Click Initiate Payment to connect to Ponto and follow the steps to sign the payment.
Solución de problemas¶
Ver también