Bank Import

The screen is used to launch a bank statement import process.

Upload File

Upload File requires that a previously downloaded bank statement file is available on the current machine. If a file has not been already down-loaded then quick access to the appropriate banking provider website for a download is available from the blue WEBSITE link.

Choose SELECT FILE to browse for the appropriate bank statement file and click SUBMIT. The statement is then loaded into the Statement Items screen. For more details on the Statement Items screen see below

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