How does auto linking and posting work in agentOS with a Calmony account?
When your agentOS account is connected to Calmony, incoming bank payments can be automatically linked - or linked and posted - based on matching bank account details, saving time during reconciliation.
Configuring auto link/post
To set this up, go to your bank account in agentOS and open the bank edit action. In the Bank Reconciliation section, you'll find the Auto Link / Post dropdown. The available options are:
- Don't auto link based on bank details - no automatic matching. All entries must be linked manually.
- Auto link to matching bank details - newest person - agentOS automatically links incoming payments to the most recently added person whose saved bank details match the payment. The entry is linked but not posted, so you can review it before confirming.
- Auto link to matching bank details and Post - agentOS automatically links and posts the entry in one step, with no manual intervention required.
Select the option that suits your workflow and click Save.
Which option should I choose?
- If you want full manual control over reconciliation, choose Don't auto link - nothing is matched automatically, and you review every entry yourself.
- If you want to retain visibility over reconciliation before entries are finalised, choose Auto link to matching bank details - newest person. This highlights matched entries for review before posting.
- If you're confident in the matching and want to fully automate the process, choose Auto link to matching bank details and Post - this handles everything without requiring manual review.
For help configuring this setting, contact support@calmony.co