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My name is Lyanne and I’m the managing director of Wilds. Happy new year to you all! Are you going to make 2020 one of the best years? What new year’s resolutions have you made? We’d love to hear what they are and to put a plan in place to help you to achieve them. Come in for a coffee and a chat and get the year off to a good start. Contact us now.

 

Receipt Bank – New Function

Receipt Bank has now introduced a new function called Bank Statements.

You can now have your bank statements converted to excel allowing you to import data into your accounting software.

Rather than manually copying each line of your clients’ Bank Statements into their accounting software, you can use Receipt Bank to automatically extract Bank Statement data and present it in a spreadsheet or CSV download format.

How to Submit Bank Statements for Processing:

  1. Make sure that you’ve set up a Bank Account for the statement that you want to upload
  2. Click ‘Add Items’ and select ‘Add Bank Statements’.
  3. Select your files by clicking on the ‘Click here to select files’ button or drag-and-dropping your file onto the green platform.

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