7 January 2013

First client

31 December 2019

Last software update

< 2 hours

Support response

StatementReader is used by forensic accountants, bookkeepers, insolvency investigators, solicitors, auditors and business review professionals to stop wasting time and talent converting bank statements into Excel

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How are categories identified by StatementReader?

Categories can be identified as receipts, payments or both that contain user defined keywords (either as a whole or part of a word); the transactions matching this rule and the specified keywords can be displayed in a separate tab. If the keywords for more than one category are found in a single transaction narrative, then the order of priority from the ‘Categories’ are of the options window will be applied.

#Transactionsummary #All