Knowledge base

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[deprecated]Excel summary as values

The advanced options window allows the user to select whether the summary is created using values or formulas. Selecting ‘values’ can...

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Batch processing bank statements

A folder containing many scanned documents, each in the same bank layout, can be processed in just a few clicks, without you needing to...

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Merge scanned documents in Excel

StatementReader allows users to combine completed jobs together, in order for StatementReader to process an automated summary from more...

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What is StatementReader pay-as-you-go?

StatementReader pay-as-you-go is a flexible payment option. Users may purchase as many pages as they need to complete the task that they...

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StatementReader software overview

StatementReader has been built by a team that is passionate about helping your firm to extract and analyse financial data quickly and...

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How do I get the most accurate output from StatementReader?

There are two key parts of the process that make a large difference to the accuracy of the StatementReader output. - Document preparation...

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Do I need a special scanner?

No, any office scanner capable of scanning paper documents to a multipage PDF or TIF file will work. If you are scanning many pages,...

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Can I convert a multipage document with statements from different banks?

No, your multipage PDF or TIF file must contain statements with the same bank layout. If you want to convert statements for more than...

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I accidentally deleted a job that I have paid for, will I have to pay for it again?

Don't worry, StatementReader keeps track of your paid jobs so, once you have paid for a job, you can process the same file as many times...

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How can I improve the output from StatementReader?

If you see some incorrect characters in your output, do not be discouraged. The problem lies with the quality of the scanned statements...

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How do I add a new bank layout to StatementReader?

There are two ways to get the correct StatementReader template for your bank statements; either create your own using the built in tool,...

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I have statements from a bank that is not supported, what can I do?

First, create the layout for the new bank yourself using the 'File->New bank layout' functionality of StatementReader. It's a very easy...

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Which banks are supported?

There are many bank templates provided within the StatementReader application, available for immediate use. These have been built to...

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What is the cost of StatementReader?

StatementReader is free to download, install and trial, for the first 30 pages. Pages can be purchased from GBP0.60. Click here for more...

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I already have a converter for scanned documents, why do I need StatementReader?

StatementReader is optimised for scanned bank statements. The software can identify and accumulate transactions in many different...

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How much time will StatementReader save me?

StatementReader is designed to reduce user interaction throughout the data input process to a minimal level. This is achieved by...

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Updates folder (offline version only)

If you set this directory, when StatementReader is launched, it will check it for software updates. If a version update is available it...

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Extra templates folder

Whenever StatementReader is launched, it checks the contents of this directory for additional templates. If it finds any then the...

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User templates folder

This directory stores the templates that you create either using the embedded simple template maker (accessible from the File menu inside...

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Completed jobs folder

When you process a file you create a ‘job’. The job file is a locally stored database that holds the extracted data from your scanned...