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 do I set up the analysis options and switch between profiles?

All options set from the Options -> Analysis options window will be used as default the next time the user runs an analysis. In the ‘General’ area you can set whether the analysis options opens for the user just before the analysis runs; these changes are applied to that analysis only. I suggest that you set the options to include most generic categories that you will need, and turn on the option to tweak this before an analysis is generated; also you can use analysis profiles (available from the drop down menu in the analysis options window) to save a profile for each case where you would like to reuse even the specific (director) categories across multiple accounts. You can add, delete and edit analysis profiles from the analysis options menu.

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