Knowledge base

Yes, see the ‘key transactions’ tab for a list of transactions that meet this criteria. This is only shown when multiple bank accounts...

Yes, simply select the checkbox in the ‘Key transactions’ and ‘Recurring transactions’ areas of the analysis options window. All...

Yes, these are automatically shown in the ‘Key transactions’ tab, with the amounts as percentage of total credits or debits shown in a...

This parameter is set within the ‘Key transactions’ section of the Analysis options window, and the transactions identified are shown in...

StatementReader provides an automated validation of the extracted transactions. This checks that the debits, credits and balance figures...

To automatically add an additional sheet for additional income check the ‘create additional income tab’ checkbox within the ‘Summary...

Yes, once the analysis is generated, it is immediately opened in Excel without any restrictions so the user can use the full power of...

To embed the first page from your bank statements to a separate sheet of the Excel analysis, tick the ‘Images’ checkbox in the ‘Summary...

First, extract the data for each bank account in StatementReader, either using file mode or folder mode. Once you have a separate line...

Multiple jobs containing transactions for separate bank accounts can be analysed in a single click using StatementReader. Key sections of...

If no data was extracted from your bank statements then it is likely that the template selected within StatementReader did not match the...

We typically do not offer unlimited pricing for StatementReader. However, if you are a high volume, offline client, please contact us to...

Here are some general troubleshooting considerations to keep in mind when using StatementReader: - Misread text in Excel = OCR issue, see...

Here are some tips you should consider when obtaining and setting up your document before the data is extracted: - Get original...

Here are some general tips for using the StatementReader application to extract transactions from bank statements: - Select the matching...

Here are some tips for creating templates: - Copy column headers (date etc.) exactly - Data and date type selections are crucial - Check...

At the analysis stage the data is combined (into Transactions1, Transactions2 etc) based on the bank_layout column; therefore to separate...

Using specialised bank templates for each bank statement structure (either pre-built or created in under a minute by the user) allows us...

As we grow, we come across more clients that require an outsourced data processing solution, and of course we are happy to use...

We are always building on and sharing the experience that we have acquired in talking to clients about their data processing requirements...