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Question

Excel Bank Statement Upload in IFS10

  • August 18, 2020
  • 3 replies
  • 385 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

cperdue
Hero (Partner)
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  • Hero (Partner)
  • 440 replies
  • August 18, 2020

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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  • Do Gooder (Customer)
  • 1 reply
  • August 28, 2020

HI Christy,

Where do you find the external file template?

Thank you,

Brad


cperdue
Hero (Partner)
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  • Hero (Partner)
  • 440 replies
  • August 28, 2020