Knowledge base

Selecting the correct template allows StatementReader to extract the transactions from your bank statement accurately. To help with the...

Yes, analysis profiles can be selected, created, changed and deleted from the Options -> Analysis options window. The dropdown box shows...

Initial setup of StatementReader - Download and install the application from here. - Run the application and register your email address....

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Main ’Scan settings’: Original Type -> Text...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Resolution: 300DPI Default Content: Text...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Application -> Scan to Folder Scanning -> Image...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: File format - PDF or multi-page TIF (the latter...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Main ’Scan settings’: Original Type -> Text...

We recommend that you use these scanner settings to optimise documents for OCR accuracy: Quality Density (Format type): Multi-page TIFF...

Each bank summary shows the month on month trend percentages for total amounts, debits and credits. Months are highlighted in this...

Yes, to do this the user must click ‘New bank analysis’ from the File menu within StatementReader and configure the ‘Data structure’...

Other options available are: - Show options window to user before the analysis is processed for temporary changes to be made (e.g. add...

- weighted average - month on month change - category totals (including transactions specified on the ‘additional income’ tab) -...

Yes, see the ‘general’ section of the analysis options to control whether the user can make temporary changes to the analysis parameters...

Categories can be identified as receipts, payments or both that contain user defined keywords (either as a whole or part of a word); the...

The reference number is compiled of the first number with more than 3 consecutive digits from the transaction narrative....

The user can decide to ignore the transactions identified on the ‘Excluded’ tab by changing the named value ‘ExclusionFlag_1_0’ within...

Yes, see the ‘General’ section of the analysis options to configure this feature. This allows for sorting at bank template, page and...

Yes, to do this the user must configure the ‘Data structure’ section of the analysis options when the job is being processed; this...

For all analysis tabs the currency (and amounts) will match the bank statement, except for the overall analysis tab, which is calculated...