Bank Transactions & Reconciliation in Mewayz (Formerly Seemless)
Every payment that lands in Mewayz — an invoice getting paid, a POS sale settling, a transfer between accounts — posts automatically to a bank-transaction ledger under the bank account it belongs to. From there your bookkeeper can review each line and mark it reconciled.
Introduction
Bank Accounts is part of the Accounting Add-On. Each bank account you create in Mewayz gets its own transaction feed, built automatically from activity inside the platform — customer payments, transfers, and other money movements are posted as bank transactions the moment they happen, with no manual entry required.
This is not an automatic feed from your external bank — Mewayz does not connect to outside banking institutions to pull statement data. It's a live internal ledger of the money movements Mewayz itself processes, kept in one place so your bookkeeper isn't reconstructing it from exports.
Note: This capability is part of the Accounting Add-On, so you need to have it enabled first.
How to Set It Up
To set up Bank Accounts, you can follow this link: Setup Add-On.
How To Use Bank Transactions
Bank accounts
- Go to Accounting from the left sidebar, then Bank Accounts.
- Add a bank account and assign it a GL account so transactions post correctly to your books.
- Payments received through the platform against that account will start appearing automatically in its transaction feed.
Reconciling transactions
- Navigate to Accounting → Bank Transactions to see every transaction posted to your accounts, with its date, amount, account, and reconciliation status.
- Transactions start as unreconciled. Once you've checked a transaction against your actual bank statement, mark it reconciled from the transaction's action menu.
- Reconciliation status is a manual check, not an automatic bank match — there's no live external feed to auto-match against.