Can I see a full page sample for bank templates?
Selecting the correct template allows StatementReader to extract the transactions from your bank statement accurately. To help with the...
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Can I save the analysis options to a profile?
Yes, analysis profiles can be selected, created, changed and deleted from the Options -> Analysis options window. The dropdown box shows...
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How to install and setup StatementReader
Initial setup of StatementReader - Download and install the application from here. - Run the application and register your email address....
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What are the recommended scanner settings for a Konica Minolta Bizhub 36 scanner?
We recommend that you use these scanner settings to optimise documents for OCR accuracy: Main ’Scan settings’: Original Type -> Text...
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What are the recommended scanner settings for a Canon C2225i scanner?
We recommend that you use these scanner settings to optimise documents for OCR accuracy: Resolution: 300DPI Default Content: Text...
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What are the recommended scanner settings for a Fujitsu Document Scanner ScanSnap iX500 scanner?
We recommend that you use these scanner settings to optimise documents for OCR accuracy: Application -> Scan to Folder Scanning -> Image...
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What are the recommended scanner settings for a Canon C7570i scanner?
We recommend that you use these scanner settings to optimise documents for OCR accuracy: File format - PDF or multi-page TIF (the latter...
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What are the recommended scanner settings for a Konica Minolta Bizhub 423 scanner?
We recommend that you use these scanner settings to optimise documents for OCR accuracy: Main ’Scan settings’: Original Type -> Text...
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What are the recommended general scanner settings?
We recommend that you use these scanner settings to optimise documents for OCR accuracy: Quality Density (Format type): Multi-page TIFF...
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How do I change the minimum percentage for identifying month on month credit trends?
Each bank summary shows the month on month trend percentages for total amounts, debits and credits. Months are highlighted in this...
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Can Excel transactional data be analysed in Excel without data from scanned bank statements?
Yes, to do this the user must click ‘New bank analysis’ from the File menu within StatementReader and configure the ‘Data structure’...
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What other settings are available for advanced configuration of the transaction summary?
Other options available are: - Show options window to user before the analysis is processed for temporary changes to be made (e.g. add...
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What is available in the summary tab (for each account, where multiple accounts are analysed)?
- weighted average - month on month change - category totals (including transactions specified on the ‘additional income’ tab) -...
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Can I change the analysis options before the analysis is processed?
Yes, see the ‘general’ section of the analysis options to control whether the user can make temporary changes to the analysis parameters...
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How are categories identified by StatementReader?
Categories can be identified as receipts, payments or both that contain user defined keywords (either as a whole or part of a word); the...
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What rules are used to define the reference number?
The reference number is compiled of the first number with more than 3 consecutive digits from the transaction narrative....
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How do I remove or include the excluded transactions from the balance and turnover figures in Excel?
The user can decide to ignore the transactions identified on the ‘Excluded’ tab by changing the named value ‘ExclusionFlag_1_0’ within...
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Can the transactions be sorted in ascending order?
Yes, see the ‘General’ section of the analysis options to configure this feature. This allows for sorting at bank template, page and...
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Can Excel data be incorporated into the analysis of scanned bank statements?
Yes, to do this the user must configure the ‘Data structure’ section of the analysis options when the job is being processed; this...
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Can the transaction analysis manage bank accounts in multiple currencies?
For all analysis tabs the currency (and amounts) will match the bank statement, except for the overall analysis tab, which is calculated...
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