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.

#All #Templates