Once a file is uploaded, its status will change to 'Uploaded'.
Process an Excel or CSV File
To process an Excel or CSV file, follow the instructions below:
1. Click on the Process File button.
2. The status will change to Extracted. Click on the Select a carrier field to select a carrier to use from the drop-down menu.
3. Click on the Date field to select a statement date.
4. The Map Transactions button will appear.
Process a PDF File
To process a PDF file, follow the instructions below:
1. Click on the Process File button.
2. The status will change to Fields Read. Click on the Select a carrier field to select a carrier to use from the drop-down menu.
3. Click on the Date field to select a statement date.
4. Click on the Confirm Fields button.
5. The Confirm Fields page will display. This is used to confirm that the identified fields are correct. If fields are missing, add them using the outlined Plus button.
6. Click on the Confirm Fields button to confirm that the fields are correct.
7. The status will change to Extracted, and the Map Transactions button will appear.
