How do I reconcile transfers and mark installments as paid in bulk?

Each transfer's concept is the booking reference + the installment number: e.g. «G-FFF16172-1» (booking G-FFF16172, first installment). This lets you tell at a glance which installment each payment is for. In Groups → «Reconcile payments» you can paste the concepts from your bank statement (one or several), see which installment, group and client they match, and mark them as paid in one go after confirming. It also works as a quick search for a single code.

1. 1Go to «Groups» → «Reconcile payments».
2. 2Paste the concepts from your statement (e.g. G-FFF16172-1, one per line) and click «Search».
3. 3Review the matches (group, installment, client, amount, status). Already-paid ones are unchecked.
4. 4Confirm and click «Mark as paid»: the payments are recorded and the group calendar updates.

Consejo: The code appears in the reminder email, on the bank-transfer payment page and next to each installment in the group's Payments tab. The internal overdue alert includes a «View in the group» button. You can also paste the codes to the ASSISTANT: it tells you which installments they match and, after you confirm, marks them as paid.