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Bank Statements Import

Our import bank statement application, allows users with bank accounts at supported banks (First National Bank, Standard Bank and Nedbank)to upload account statements to SnapBill and process payments directly and in bulk.

To enable this feature go to:

Setup > Apps > Import bank Statement > Enable

Once this application is enabled, you will now find a Bank Statements menu under Billing > Bank Statements > Import Statements. Using this menu, you can easily capture the payments you received via EFT.

The app allows you to upload CSV files of your bank statement (this can be downloaded using your online banking) and will automatically import the payments.

bank_statements.txt · Last modified: 2014/11/05 12:23 by Lisa Adams