Knowledge base

2 min read

Getting started with StatementReader

To ensure that the application is installed correctly, select an example job from the 'Help' menu. There are two to choose from. Once...

1 min read

How do I create a template for Barclays duplicate statements with column dashes?

This template hasn’t been released as this format often changes depending on which branch printed the bank statements. Here are some...

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Can StatementReader convert credit card statements to Excel

Yes, StatementReader can read credit card statements. You can use the template creation tool (from the file menu) to create your own...

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Is there a quick way to write a lengthy IF statement?

When Excel reads a statement that returns TRUE or FALSE, these values are interpreted by the formula as 1 or 0, respectively. Therefore,...

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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...

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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...