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1 min read
What is a CSV file?
CSV (Comma Separated Values) is a file format that is widely accepted when importing data into a variety of different applications. It...
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What are absolute and relative formulae?
When you copy and paste formulae that reference other cells within a spreadsheet, the cell references are automatically interpreted as...
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How can I quickly categorise bank transactions using Excel?
Data validation can be used to create a drop down box showing categories that can be easily allocated to individual transactions. This...
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Is there an easy way to find company data?
If you need to search UK company data by directors, shareholders or financial performance then you should use www.duedil.com. The user...
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How can I search Companies House data for many companies?
If you have a list of many company names (perhaps creditors or debtors) and you need to check which ones are dissolved or subject to...
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Balance checks using SUM
Balance checks are used to validate that the data exported from bank statements is correct. They are quick and easy to apply, although...
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How do I access the advanced configuration options?
If you would like to benefit from the multi-user features that StatementReader provides to share templates, jobs and offline updates with...
1 min read
My issue isn't listed here
If you can take a screenshot of the problem that you are experiencing, please send it to team@statementreader.com, alternatively please...
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Some transactions are missing
Column headings are used by StatementReader to identify where the transactions begin on each page. If some pages of the bank statements...
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The summary sheet in Excel isn't using the correct column for transaction narrative
UPDATE: An option has now been introduced for the user to decide before processing a multi-narrative statement format which column should...
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Descriptions and numbers are misread
StatementReader uses a process called OCR to read and interpret images that contain text. In order for StatementReader to perform this...
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Some pages and transactions are missing
StatementReader uses templates to ensure that the scanned documents are interpreted correctly. These contain information such as, where...
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Is StatementReader installed correctly?
To check whether StatementReader is installed correctly, go to 'Help' from the menu of StatementReader and select an example job. You...
1 min read
The data is not being extracted
The 'extract all lines' option is useful when the column headers (date, description etc.) are obscured by a background so this text is...
1 min read
Freezing when connecting to our server
This could be because the connection is timing out (because you have a slow internet connection), or there is anti-virus software or...
1 min read
Anti-virus warning
Our application has been checked for viruses and is provided with a digital signature that most anti-virus applications use to...
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Crashes after page one
It seems that the application crashes when it tries to open the Excel workbook to display the results of the first page. First, please...
1 min read
Missing validation code
It should usually take less than a minute for a validation code to be generated and sent to you. Check to see if there is an anti-virus...
1 min read
An error message says that I need Ghostscript
A free-to-use, third-party application called Ghostscript is required to use StatementReader with PDF documents - an automatic check is...
1 min read
Some of the debit or credit amounts are missing in the extracted data
If you are running the job with ‘searchable PDF’ selected, first check whether the PDF document contains the numbers that you are missing...
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