Knowledge Base
  • Introduction
  • Overview
    • 💡What we do
    • ✨Our Features
  • HOW-TO GUIDES
    • 🛠️How to start?
      • Create Clients
      • Register Bank Accounts
      • Create Expenses
      • Work with the Summary
      • Video Tutorials
    • 👍Basic
      • Cash Returns and Payments
      • How to load automatic CSVs
      • Profit and Loss Report (P&L)
  • CHANGELOGS
    • ✨What's News
      • July 2024 Changelog
      • September 2024 Changelog
  • Contact
    • Support Tickets and Notifications
Powered by GitBook
On this page
  • ✅ Upload Bank Statements
  • 🎦 Video - How it works?
  1. CHANGELOGS
  2. What's News

September 2024 Changelog

All of September's improved features 🔥

PreviousJuly 2024 ChangelogNextSupport Tickets and Notifications

Last updated 8 months ago

✅ 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?

✨
validate csv file
match fields
video