1 minExcel Top Tip #2 – See the structureHere is the email sent to all subscribers on 22 May 2020. To receive Excel top tips just like this, you can subscribe by clicking here. Hello We hope last m...
2 minStatementReader Support best practiceYou may have gathered that we love serving our users with fast and personal support; and since most people have to support someone in their role, their colle...
2 minThe first "Excel Top Tips – a monthly helping hand from StatementReader" emailHere is the email sent to all subscribers on 23 April 2020. To receive Excel top tips just like this, you can subscribe by clicking here. Hello From now on,...
1 minNew bank statement format: 100% accurate extraction of transactions with vertically centred datesNew bank statement templates benefit all of our users, it's just one of the reasons we love offering fast and personal support. Today we’re excited to learn ...
1 minThe importance of data analysis for accountancy graduatesWe recently took part in an interview with Accounting Technician magazine, about the importance of data analysis in accounting and insolvency. Here’s a short...
3 minGrab that promotion: How to use Excel to kickstart your career progressionEvery student accountant will be introduced to a wealth of technology that each promise to be ‘the’ bread and butter tool they will come to rely on for the r...
3 minHow can innovators stand out in the saturated fintech market?There is huge pressure on innovators launching products to the fintech market to demonstrate what is it about their products that makes them more unique and ...
2 minMake do and mendWhy improving your use of Excel, rather than replacing it, is the best investment you can make If you’re considering where you should make your next technolo...
1 min12 minute weekly Excel best practice webinars *in testing*On Friday, we demonstrated how to identify keywords, and how to use SUMPRODUCT() and INDIRECT() to build a flexible (reusable) summary to help the attendees ...
1 minExcel best practice training for financial investigationsWe are excited to offer: - Individual workplace shadowing of 1-3 Excel users that undertake financial investigation tasks - Consolidated tips utilising a del...
1 minHow can I change the date of the opening and closing balance?If EODFromDayOne_1_0 is set to 1, then the opening balance is used as the EOD balance from the 1st of month 1 of the analysis, and the closing balance is use...
1 minWhat do the summary graphs show?The graphs displayed in the summary tab show the total monthly amounts (split by debits and credits) and the monthly balance mid-points (highest-lowest/2). #...
1 minHow do bounced transactions affect other analysis areas?If BouncedFlagEOD_1_0 is set to 1, transactions within the ‘bounced’ tab are removed from the EOD balances for the day in which they occur. If BouncedFlagT...
1 minHow do excluded transactions affect other analysis areas?If ExclusionFlagEOD_1_0 is set to 1 and ExclusionFlagEOD_type is set to ‘normal’, excluded transactions are removed from all EOD balances on or after the dat...
1 minHow do I analyse transactions for multiple bank accounts together?When analysing transactions from an Excel document, you can select multiple input Excel files from the file browser window (where each file is located within...
1 minHow do I identify missing words from the transaction narrative?Certain words can be located within the narrative (separate from the other analysis features such as categories) and the existence of any of these words can ...
1 minWhat does the rolling average section of the analysis show?‘Rolling average’ is defined as the 3 month rolling average of daily total activity (credits+debits), this generates 3 (‘X') values for each month (where tha...
1 minHow are bounced transactions identified?Bounced transactions can be identified in a similar way to other categories, i.e. as receipts, payments or both that contain the specified keywords in the na...
1 minNew bank templates for extracting transactions to ExcelHere are the latest templates to be added to StatementReader for banks from UK, Ireland, Germany, Australia, India, Switzerland, Phillipines, USA, Israel, Ni...
1 minHow to extract transactions from Barclays bank statements that have been printed by a branchThe Barclays branch print out format can be extracted using StatementReader although the structure changes depending on the branch that printed it, therefore...
