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Import deposit account bank statement (UK only)

Import deposit account bank statement (UK only)

This guide has been reviewed against our global client base and classed as relevant to UK only

This page explains the process to follow to import your deposit account bank statement

1. Select account

From lettings menu:

  • Click Daily Accounts Processes and select Bank Reconciliation

  • Select the account you wish to import your statement to, click Accept

 

Select client account.png

2. Import

From Bank Reconciliation:

  • Select Import (top left)

  • Browse to your Deposit Bank Statement file to import the file

Bank Rec - import option.png

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