Overview
A CSV template is available for download to assist you in uploading bank statement transactions into Simple Fund 360.
How to Download
The template can be downloaded from within the Smart Matching screen in Simple Fund 360
| From the Main Toolbar, go to Accounting. |
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| Select Transaction list |
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- From the Smart Matching screen, select the little down arrow next to Import CSV. From the drop-down list, select Download CSV Template.
- Users can also use JetConvert to convert bank statement PDFs into CSV files.
- Users can then upload the CSV using the CSV Importer.
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