Initial setup of StatementReader
- Run the application and register your email address.
- Click Help -> Example job, to verify the installation. You should see an example bank statement, and then the transactions in Excel.
Using your trial account credit
- Click Credit -> Join company credit from within StatementReader and enter the code provided by the StatementReader team
- Click the button provided to validate the code. The code is not case-sensitive.
Connecting to our demo external OCR server (for processing scanned images)
- Select Options -> Advanced Options -> Engine -> StatementReader External OCR Server (demo).
- Click Save options.
Note that files are only processed by the external OCR server once, as files processed are cached locally for a few days.
Extracting, validating and analysing transactions