User Tools

Site Tools


Import Bank Statements

Setup > Apps

The 'Read bank statement' menu will appear under the billing menu once this is enabled.

Function Sub-Functions Description
Capture payments received via EFT
Simply use a CSV file format of your Bank Statement This is downloadable via internet banking.
Payments automatically captured via importer
“Process Bank Statements” will you assign payments to invoices

For more information please see the tutorial section under 'Read bank statement', after enabling the app. At present this app will work for the following banks: ABSA Bank, FNB, Nedbank and Standard Bank.

import_bank_statement.txt · Last modified: 2014/11/03 14:08 by Jaco van Wyk