Ponto

Ponto is a paid third-party servicio that enables companies and professionals to connect multiple banco accounts to a single plataforma. It provides a unified view of all transactions within a single interface. When integrated with Nexovate, it automatically synchronizes banco transactions directly into its base de datos.

Nota

El uso de Ponto está sujeto a las tarifas aplicables.

Configuration

To connect a banco with Nexovate using Ponto as the third-party provider, follow these steps:

  1. Set up your email address: Click the profile icon in the upper-right corner, select My profile, and fill in the Email field.

  2. Create a Ponto account if needed.

  3. Connect Nexovate to your bank.

Creación de cuenta en Ponto

  1. Accede al sitio web de Ponto.

  2. 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.

  3. After logging in, create an Organization and provide the necessary contact details.

  4. Autoriza a Ponto a acceder a los datos de la cuenta bancaria.

  5. Click Accounts, Add account, then Choose your bank, enter the banco account reference, and follow the on-screen steps to complete the linking process.

  6. Add all relevant banco 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:

  1. When connecting to the desired banco, make sure Ponto is selected as the third-party Provider.

  2. Select the account(s) to grant Ponto access to account balances and transactions, then confirm the selection.

  3. Authorize Nexovate to request account information and initiate pago orders.

  4. Selecciona la cuenta bancaria específica a conectar.

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.

Pagos a proveedores con Ponto

Importante

Before gestionar vendor payments with Ponto, make sure the following steps are completed:

Para registrar un pago a proveedor usando Ponto, sigue estos pasos:

  1. Go to Accounting ‣ Vendors ‣ Payments and create the pago. Fill in the relevant banco Journal field, select SEPA Credit Transfer as the Payment Method, and enter the Vendor Bank Account. Then click Confirm.

  2. Go to Accounting ‣ Vendors ‣ Batch Payments and create a batch. Select the same banco Journal and Payment Method, and click Add a line to select the pago created in the previous step.

  3. Click Initiate Payment to connect to Ponto and follow the steps to sign the pago.

Solución de problemas

¿Por qué ha caducado la autorización?

Every six months (180 days), the connection between a banco account and Ponto must be re-authorized via the Ponto website. Failure to do so will result in synchronization stopping for those accounts.