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

1. Go to the client's Bank Statements folder (be sure you have a client selected).
2. Select the account that the upload is for.
3. Select the year that the statement is for.
4. Click Add New, Upload at the top right of the page.
5. Select Browse Files/Browse Folders.
6. Select the statement(s) to be uploaded.
7. Click Upload.

Upload via a document upload request task:

1. Open the task.
2. In the Action area, select Browse Files/Browse Folders.
3. Select the statement(s) to be uploaded.
4. Now you can choose to:
   1. 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
   2. Click Upload & Complete to complete the upload task.

Upload from Auto Bank Rec

1. Go to Auto Bank Rec.
2. Locate the account the upload is for.
3. Click the Action button (three dots).
4. Click Open Statement Folder button.
5. Open the year subfolder the upload is for.
6. Click Add New, Upload at the top right of the page.
7. Select Browse Files/Browse Folders.
8. Select the statement(s) to be uploaded.
9. Click Upload.