How do I upload a bank statement?
There are a few different ways to get a bank statement uploaded to the platform.
Upload directly to the bank statement folder
- Go to the client's Bank Statements folder (be sure you have a client selected).
- Select the account that the upload is for.
- Select the year that the statement is for.
- Click Add New, Upload at the top right of the page.
- Select Browse Files/Browse Folders.
- Select the statement(s) to be uploaded.
- Click Upload.
Upload via a document upload request task:
- Open the task.
- In the Action area, select Browse Files/Browse Folders.
- Select the statement(s) to be uploaded.
- Now you can choose to:
- Click Upload & Save to save the existing uploads, but return to the task later to finish the upload (task will need to be completed later); OR
- Click Upload & Complete to complete the upload task.
Upload from Auto Bank Rec
- Go to Auto Bank Rec.
- Locate the account the upload is for.
- Click the Action button (three dots).
- Click Open Statement Folder button.
- Open the year subfolder the upload is for.
- Click Add New, Upload at the top right of the page.
- Select Browse Files/Browse Folders.
- Select the statement(s) to be uploaded.
- Click Upload.