top of page

Processing bank transactions with StatementReader

  • Writer: David
    David
  • Feb 21, 2018
  • 1 min read

Updated: Nov 14, 2019


Here are some general tips for using the StatementReader application to extract transactions from bank statements:

- Select the matching template (not just closest)

- 'Extract all lines' if obscured/no column headers

- 'Parse PDF' if you can select the text in PDF

- Auto correct dates/amounts – are pages in order?

- Right-click job in StatementReader grid

- Analyse keywords/round amounts

- Click Options → Analysis options

Recent Posts

See All

Comments


Message us or

Call us on +44 (0)20 3287 8283

Mon to Fri: 8am-8pm

Weekends: 10am-6pm

bottom of page