A transaction file needs to be uploaded to get started. This can be either an Excel, CSV or a PDF file. Drag and drop a file or click on the outlined section to upload a file.
Filter Section
Once files are uploaded, there will be options to filter the files.
File Name – Filter according to the file name. Search for the required file name.
Status – Filter according to a status.
Upload Date From – Filter according to a specified ‘From’ upload date.
Upload Date To – Filter according to a specified ‘To’ upload date.
Reset Filters – Reset all the filters
Refresh – Refresh the filters.
Statuses
The following statuses are available to show where the uploaded transaction is.
Uploaded – A file has been uploaded.
Processing (for PDFs) – A file is being processed before it is uploaded. This mainly happens when uploading a PDF file.
Extracted – Transactions have been extracted from the file.
Fields Read (for PDFs) – Fields have been read from an uploaded PDF file. These fields still need to be confirmed.
Fields Confirmed (for PDFs) – Fields from the PDF file have been confirmed.
Mapped – Transactions have been mapped.
Confirmed – Transactions have been confirmed.
Matched – Transactions have been matched.
Completed – A completed statement process.