bank_statements
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bank_statements [2014/11/05 12:22] Lisa Adams |
bank_statements [2014/11/05 12:23] (current) Lisa Adams |
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| To enable this feature go to: | To enable this feature go to: | ||
| - | [[https://billing.snapbill.com/setup/apps|Setup > Apps > Import bank Statement ⇒ Enable]] | + | [[https://billing.snapbill.com/setup/apps|Setup > Apps > Import bank Statement > Enable]] |
| Once this application is enabled, you will now find a Bank Statements menu under [[https://billing.snapbill.com/bank_statements/import|Billing > Bank Statements > Import Statements]]. Using this menu, you can easily capture the payments you received via EFT. | Once this application is enabled, you will now find a Bank Statements menu under [[https://billing.snapbill.com/bank_statements/import|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. | 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
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