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Import Bank statement for recociliation

  • 10 January 2021
  • 2 replies
  • 338 views

Userlevel 3
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  • Jr Varsity II
  • 103 replies

Hi 

I tried to upload the bank statement (excel file) for do the bank recociliation. However system pop up below screenshot  not sure if i didnt update/do the setting in somewhere.

 

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Best answer by Irina 15 February 2021, 12:27

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Userlevel 7
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Hello @erin, sorry for the long reply.

  1. Make sure that your site is not affected by the issue described here 

    Consider updating or applying a workaround if so.

  2. If the issue still persists, I suggest reaching out to the bank and ask them to provide the file as per the required format. The list of supported formats can be found in the Importing Transactions help article. 

Hi @erin

Are you using the UPLOAD button in the header or the upload icon in the body?

Regards

Leticia

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