Actions and terms

Many buttons in ImmoFlow sound similar but do different things. This overview helps you choose the right action before confirming.

AI suggestion

Supports capturing, explaining or wording. Check the source and the result; the explanation itself does not change the books.

Post

Records a business transaction. Check amount, date, account, accounting book and assignment before confirming.

Close and issue

The consequences depend on the case. Closing a service charge period, for example, posts balances and locks costs. Read the consequence line in the dialog.

Confirm dispatch

Documents a dispatch that has actually taken place, with date, method of dispatch and tracking number. ImmoFlow does not send the letter; a generated PDF is not yet proof of dispatch.

Prepare, release and export

A payment order has been recorded as a draft, released where required and output as a pain.001 file. None of this confirms execution by the bank.

Confirm execution or Record a payout already made

Documents a real payment. Use the bank record as the basis and check the remaining entitlement.

Reversal and correction

Keep the original case traceable. For an issued statement, a new version may be required.

Advance payments and balance

An advance payment (Akonto) is a claim or payment made in advance. Check whether the specific evaluation takes requested or paid advance payments into account.