We have simplified the Upload Bank Statement process. Below are the details on the enhanced steps. We have highlighted which parts of the process are new.
(existing) Select you client and bank account
(existing) Upload the CSV
[new]Review/Preview the uploaded CSV file. Here you can review the data populated from the CSV file. This allows you to validate that all the rows and columns include a date, transaction amounts, and transaction description.
validate csv file
[new] Seamlessly match the corresponding columns with the fields using the drop-down selections at the top of the table.
