Categories : Accounting
It is very easy to import your bank statement into kpi.com. Go to Bank Accounts section from the Accounting and Finance module. Add a bank account and import transaction from the actions dropdown. Note that the bank statement should be in a .CSV or .OFX form. Once you have uploaded, you are asked to match the columns of your file with the system columns.
After successfully uploading the bank statement, you can match transactions in the system with the transactions in your file. If you don’t find matching transaction, you can create new by clicking on the link “Create New Transaction”.
After that you can find and match the transaction and reconcile it. These transaction are reflected in the Reporting>>Account Transactions section of Accounting and Finance module.