- Click on “Finance” from the main menu.
- Click on “Treasures & Bank Accounts”.
- Choose the bank account you want to import its statement.
- Click on “Import Bank Statement” within the bank account actions.
- Select the statement file you wish to import.
- Use a ready-made statement model by clicking on “Download Sample“, edit your data on it, and then import it.
- Specify the format of the uploaded file:
- Comma Separated
- Semicolon Separated
- Tab Delimited
- Click on the “Next Step” button.
- Map each column inside the file to the columns within the system.
- Click on “Import“.