🔹Create new parsing template to import bank statement

A template can be created for the statement according to the user’s choice. To create new parsing template:

• Go to Banking --> Bank Account.

• Select the bank account number to which you need to add new parsing template.

• Click on Import Statement Tab.

• Select Create New Template

• Add a Name and select the required Parameters.

• Upload the required transaction file against Provide Sample.

• Select the Date Format that matches with the one in the sample provided --> Apply

• Select the appropriate column heading against each column --> Save