New Features: analysis options and multiple bank accounts

A new section within the analysis options for users to set the parameters that control the transactions identified as bounced and reversed. These parameters include the acceptable amount and time variance between transactions. For bounced transactions the automated StatementReader analysis will also show fees within a specified number of days of the bounced transaction and less than X amount.

Introducing the ability for users to specify the acceptable variance in the transaction amount for recurring transactions.

When multiple description columns are included in the template (for example ‘payment type’ and ‘transaction narrative’), on running the analysis the user will be able to choose which column should be used for the keyword and category identification. Previously the first description column was always used.

Users can generate an automated analysis using merged jobs (for multiple bank accounts) from within StatementReader, in just a few clicks.

Recent Posts

See All

New: No Excel needed

We have now removed the need to have Excel installed on the user's machine; this improves the availability and stability of StatementReader. We've also kept the formatting and hyperlinks our users re