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

Last updated 1 year ago

Was this helpful?

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

Last updated 1 year ago

Was this helpful?