Knowledge base

If you see some incorrect characters in your output, do not be discouraged. The problem lies with the quality of the scanned statements...

There are two ways to get the correct StatementReader template for your bank statements; either create your own using the built in tool,...

First, create the layout for the new bank yourself using the 'File->New bank layout' functionality of StatementReader. It's a very easy...

There are many bank templates provided within the StatementReader application, available for immediate use. These have been built to...

StatementReader is free to download, install and trial, for the first 30 pages. Pages can be purchased from GBP0.60. Click here for more...

​StatementReader is optimised for scanned bank statements. The software can identify and accumulate transactions in many different...

StatementReader is designed to reduce user interaction throughout the data input process to a minimal level. This is achieved by...

If you set this directory, when StatementReader is launched, it will check it for software updates. If a version update is available it...

Whenever StatementReader is launched, it checks the contents of this directory for additional templates. If it finds any then the...

This directory stores the templates that you create either using the embedded simple template maker (accessible from the File menu inside...

When you process a file you create a ‘job’. The job file is a locally stored database that holds the extracted data from your scanned...

A few of our clients have recommended this tool for converting data from Excel format to QIF for use with bookkeeping applications/cloud...

Right click on a job within StatementReader to select an Excel file that was previously created by StatementReader and refresh the job...

You should check or uncheck the 'parse PDF' option based on the input file that you have selected. If your file is a searchable PDF...

Under normal circumstances the StatementReader engine is able to analyse a page and detect if a table of transactions is there, where the...

This option, which is checked by default, will cause StatementReader to open a new Excel window when you start a job, and use this to...

To ensure that the application is installed correctly, select an example job from the 'Help' menu. There are two to choose from. Once...

This template hasn’t been released as this format often changes depending on which branch printed the bank statements. Here are some...

Yes, StatementReader can read credit card statements. You can use the template creation tool (from the file menu) to create your own...

When Excel reads a statement that returns TRUE or FALSE, these values are interpreted by the formula as 1 or 0, respectively. Therefore,...