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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

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

 

 

HI Christy,

Where do you find the external file template?

Thank you,

Brad

 

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