Question:
How can I import my bank statement into Bank Transactions for me to reconcile?
Answer:
To perform this, you will need to prepare the Excel template, ensuring it follows the correct format in order to import the file successfully.
In Bank Transactions, click on ‘+Import’ > select ‘Import from File’.
2) At the File Format, click on the drop down and select file format ‘Others’. You may click on ‘Download Template’ to download the excel file.
3) In the Excel sheet, you can maintain based on the Note instruction provided.
4) Once done, save the file. Go back to Bank Transactions > Import from File, and select again File Format ‘Others’ > click on ‘Select File’ and select the file you want to import, then click on Open.
5) You should be able to see the file name, proceed to click on ‘Import’.
6) Bank Transactions is successfully imported. May proceed to perform reconcile by clicking on ‘Reconcile’ to match with existing transactions or create new.
By: Rotcana 241129, Lay Swan 241231, Jae Sen 250103