Instead of matching every bank credit to an invoice by hand, just import your bank statement under Finanzen, Zahlungseingänge (Finances, Incoming payments).
How the import works
- Download the camt.053 file (XML) from your bank’s e-banking. Every Swiss bank offers this export.
- Upload the file into MeisterOffice.
- MeisterOffice matches the credits to your open invoices using the QR reference.
Matching and posting
The recognised payments appear grouped: matched, unmatched, already posted or ignored. For each entry you see the amount, value date, payer and reference.
- Post clear matches individually or all at once with Alle eindeutigen verbuchen (Post all clear matches).
- For unclear cases, pick the right invoice by hand from the dropdown.
- Mark anything that doesn’t belong to the business as ignored.
Posted payments automatically set the invoice to paid or partially paid.
Good to know
- The import history shows earlier files with date and how many entries were posted, nothing gets posted twice.
- The more consistently your invoices go out with a QR reference, the higher the automatic match rate.