September 2024 Changelog

All of September's improved features 🔥

✅ Upload Bank Statements

Now we support multiple months 🔥

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.

  • [new] Seamlessly match the corresponding columns with the fields using the drop-down selections at the top of the table.

🎦 Video - How it works?

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