Question

Bank Statement upload - Today's transactions

  • 3 June 2021
  • 0 replies
  • 142 views

Userlevel 6
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I am currently uploading daily bank statements to match against transactions, but only using previous day.

 

I would like to start to upload today’s transactions so that they can be captured also without waiting a day process these.  

 

My concern is that when we try to upload any addition payments the following day we won’t be able to upload a 2nd statement with that day and we have no check in IFS to ensure that we have uploaded everything from day before

 

Does anyone ahve any processes or transactions they use for this?


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