Question

Excel Bank Statement Upload in IFS10

  • 18 August 2020
  • 3 replies
  • 303 views

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Hi Dears

 

Appreciate if anybody can describe how to upload the excel bank statements into IFS 10 on weekly  basis for automatic matching 

 

Thank you 

Abdul Gafoor


3 replies

Userlevel 6
Badge +14

Hello Abdul-

 

The bank statements can be loaded using the external file assistant.  You must first copy the external file template for bank statements and edit (if necessary) to match your bank file.  The file will load and automatically match.   Any load errors can be handled via manual matching.

 

Thank you,

Christy

 

 

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HI Christy,

Where do you find the external file template?

Thank you,

Brad

Userlevel 6
Badge +14

 

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