If the variable symbol on the paying document matches the one on the document being paid, you can pair payments automatically. Flexi determines which documents belong together and pairs them.
Starting automatic pairing
In the Bank module, click Bank statements in the bottom bar and select Pair payments automatically.
A panel opens where you set how documents should be paired. Start the pairing by clicking the Start button.
Pairing settings
In the Pair by field, select which data must match:
Variable symbol and amount and account: Flexi pairs payments where the variable symbol, amount, and account number all match.
Variable symbol and amount: Flexi pairs payments where both the amount and the variable symbol match.
Variable symbol: Flexi pairs payments where the variable symbol matches, regardless of other data.
Amount: Flexi pairs payments where the amount matches, regardless of other data.
In the Period field, select the period for which you want to pair payments: Current accounting period, Current and previous accounting period, or All accounting periods.
⚠️ Pairing an invoice from a previous period may reopen that accounting period. You will then need to run the initialization of the following accounting period again.
In the Ignore difference field, enter the amount of the difference that is tolerated when you pair by variable symbol and amount. For example, if a bank document is for CZK 100, the invoice is for CZK 99, and the ignored difference is CZK 1, the documents will still be paired.
Use the Post difference switch to determine what happens with the difference. If it is off, the documents are paired, but the invoice remains only partially paid. If it is on, Flexi creates an internal document for the difference and the invoice is paid in full.
In the Movement type field, you can limit pairing to income only or expenses only, or leave it set to All.
📝 The automatic pairing panel in the web interface does not have the Pair selected only option. If you want to pair only specific payments, use manual pairing or bulk pairing.
Pairing results
When the process is complete, Flexi reports how many new pairings it made. You can recognize a paired bank movement in the document header, where the Paid document label appears instead of the Unpaired label. In the movement list, this is shown by the Resolved and Paired columns, and for an invoice, by the Payment status column.
Automatic pairing can also be run right when a statement is imported; see the guide to importing bank statements. Pairing can also be automated via the API.