Bank template creation overview


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.

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Frequently Asked Questions, by phone

I have a warning message When does it happen? Can you send a screenshot to us? Also, if you can, please email the PDF input document to us (or upload it using the 'File' menu within StatementReader) a