Overview Import
This table offers links to essential resources for understanding how to import payments and reconcile bank statements.
| To | See |
|---|---|
| Change import settings. | Configuring bank statement import settings |
| Learn more about how to import payments from third parties. | CSV Ports |
| Learn more about how to import a bank statement from your bank from the Bank Acc. Reconciliation. | Importing a bank statement manually |
| Learn more about how to import a bank statement from your bank from the Payment Reconciliation Journal. | Importing a bank statement manually |
| Prevent importing duplicate transactions | Avoiding reimport of bank account statements |
| Understand how to automatically reconcile your bank account in the Bank Account Reconciliation. | Working in the Bank Account Reconciliation page |
| Understand how to work with Payment Application Proposals. | Working with Payment Application Proposals |
| Learn more about the meaning of the statuses in the Bank Account Reconciliation. | The reconciliation statuses in the Bank Account Reconciliation |
| Learn more about the meaning of the statuses in the Payment Reconciliation Journal. | The reconciliation statuses in the Payment Reconciliation Journal |
| Lean how to setup a Search Rule. | Setting up a general search rule |
| Learn how to work with Payment Reference Rules. | Introducing Payment Reference Rules |