Cockpit on Neo-Ledger Documentation

Inbox

Mon, 01 Jan 0001 00:00:00 +0000

Inbox #

Drop a vendor invoice or customer document into the Inbox and Neo-Ledger does the data entry for you. The AI reads the file, creates the matching AP or AR transaction, and links the original document so it’s always one click away. You review the result and post — no typing field by field.

Navigate to Document Management → Inbox to open the page.

Two ways to send documents in #

Upload from the page #

The page has two upload zones side by side:

Approvals

Mon, 01 Jan 0001 00:00:00 +0000

Approvals #

This is your queue. Anything routed to a workstation you’re a member of shows up here, ready for you to review and approve. The page replaces the “who has the file?” problem with a clear, shared list — every reviewer sees the same view.

Navigate to Stations → My Workstations to open the page.

If you don’t see any stations and you expect to, ask your administrator to add you to a station — see Manage Workstations.

CAMT Import

Mon, 01 Jan 0001 00:00:00 +0000

CAMT Import #

CAMT Import is how bank statements get into Neo-Ledger. Drop in one or more CAMT.053 (statement) or CAMT.054 (debit/credit notification) XML files; Neo-Ledger groups the entries by bank account, you confirm which Neo-Ledger account each group belongs to, and one click imports the lot. Imported lines land in Bank Matching ready to match against your invoices.

Navigate to Document Management → Bank Import to open the page.

Bank Matching

Mon, 01 Jan 0001 00:00:00 +0000

Bank Matching #

Bank Matching is where bank statement lines meet your ledger. Every credit and debit imported from your bank gets matched to the invoice, payment, or GL posting that explains it. Most of this can be automated — by rules you write, or by the AI when you drop a supporting PDF on the row — but the page also gives you full manual control when you need it.

Payments

Mon, 01 Jan 0001 00:00:00 +0000

Payments #

Once an AP transaction has been approved, it lands here as an outgoing payment ready to leave your bank. From this page you can produce a standard PAIN.001 file for any bank in the world, or — if you’ve connected one of the supported providers — push payments out directly.

Navigate to Stations → Bank Payments to open the page.

Pick a bank account first #

Everything on the page is scoped to the Bank Account you choose at the top. Until a bank account is selected, the action buttons stay disabled.