Knowledge base

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,...

CSV (Comma Separated Values) is a file format that is widely accepted when importing data into a variety of different applications. It...

When you copy and paste formulae that reference other cells within a spreadsheet, the cell references are automatically interpreted as...

Data validation can be used to create a drop down box showing categories that can be easily allocated to individual transactions. This...

If you need to search UK company data by directors, shareholders or financial performance then you should use www.duedil.com. The user...

If you have a list of many company names (perhaps creditors or debtors) and you need to check which ones are dissolved or subject to...

Balance checks are used to validate that the data exported from bank statements is correct. They are quick and easy to apply, although...

If you would like to benefit from the multi-user features that StatementReader provides to share templates, jobs and offline updates with...

If you can take a screenshot of the problem that you are experiencing, please send it to team@statementreader.com, alternatively please...

Column headings are used by StatementReader to identify where the transactions begin on each page. If some pages of the bank statements...

UPDATE: An option has now been introduced for the user to decide before processing a multi-narrative statement format which column should...

StatementReader uses a process called OCR to read and interpret images that contain text. In order for StatementReader to perform this...

StatementReader uses templates to ensure that the scanned documents are interpreted correctly. These contain information such as, where...

To check whether StatementReader is installed correctly, go to 'Help' from the menu of StatementReader and select an example job. You...

The 'extract all lines' option is useful when the column headers (date, description etc.) are obscured by a background so this text is...

This could be because the connection is timing out (because you have a slow internet connection), or there is anti-virus software or...