Knowledge base

The Barclays branch print out format can be extracted using StatementReader although the structure changes depending on the branch that printed it, therefore you will most likely need a new template for your document (even if you have processed similar bank statements before). To obtain the new template you can either create your own (using the File -> New bank layout feature), or request that we create one for you (again using the option from the File menu; we aim to return

Selecting the correct template allows StatementReader to extract the transactions from your bank statement accurately. To help with the selection process you should use the template name and the thumbnail image provided; for some templates a full page sample is also available. These can be accessed by right-clicking on the template (from the left side on the main StatementReader window) and selecting ‘view full page sample’. This will then open the image in your default im

Here are some tips for creating templates: - Copy column headers (date etc.) exactly - Data and date type selections are crucial - Check date and balance position for one multi-line transaction – top balance or bottom date? - Edit a template by right-clicking on it in the mani StatementReader application window - Hover mouse over options for more information Our illustrated template creation tutorial can also be found here. #All #Templates

Using specialised bank templates for each bank statement structure (either pre-built or created in under a minute by the user) allows us to apply one powerful engine to a myriad of different uses, dictating exactly which data should be extracted, how it should be validated, where it should be placed in Excel and what should be highlighted during the automated transaction analysis. We have enhanced the parameters contained within the templates to save an immense amount of tim

Follow the steps below to use StatementReader template files that we have sent you. Note that if you have already set this up, you may simply add the (unzipped) files provided to the folder that you previously created for this purpose: - Create an empty folder on your computer (perhaps on the desktop or in My Documents). It will contain templates for StatementReader. - Copy the unzipped template files provided (including images) to the new folder. - Click on Options ->

The ability for the user to create new bank templates for immediate use are a key differentiator of StatementReader. These can be saved, edited and shared on a local network drive, to suit your needs. There are several options that are available in the template creation tool, these include: Footer This is text that identifies the end of the table on a page. Multiple footers can be separated by ||. Where multiple footers are specified, they should be entered in the same orde

If you have created your own template, you can quickly edit the options that you selected. Using the correct options will make the data extraction process more accurate. To use this feature, right-click on the template that is displayed under ‘My banks’ in the template list and select ‘Edit’. Next select a scanned document as you did when you first created the template. Then, use the wizard to change the template options, as required. Don’t forget to save the template, ei

This template hasn’t been released as this format often changes depending on which branch printed the bank statements. Here are some tips on creating your own template: First, if possible create a searchable PDF document from your scanner. Then, select the built-in template creation tool within StatementReader to create your own template. A screenshot of the template creation process using a similar bank statement is available on request. Note that by placing the columns ov

Yes, StatementReader can read credit card statements. You can use the template creation tool (from the file menu) to create your own template, if it is not already included in the application's list. If the statements do not have table headers (date, description etc) you should tick the checkbox marked 'run as full page table' before you press 'Go'. You may have already seen this option in action, if not, just note that using it can mean that some additional lines of data (f

When you see data appearing in the wrong columns, a new template is required. Data appearing in the wrong columns means that there is a difference in the position of the table on the page that you have used to create the template, and the position of the table that is on the page that is being processed. In this case we recommend that a template is created from the page to be processed, to ensure that the columns are aligned correctly for this file. Click here for more infor