GetInvoiceReconciliation
Uploading and managing bank statements for reconciliation or data extraction.
Uploading Statements
Click "New Extract": Click the "New Extract" button in the Dashboard tab. This will open your device's file browser.
Select PDF File: Choose the bank statement PDF file you want to upload. Only PDF files will be available for selection.
Automatic Upload & Processing: Once selected, the file will be converted and matched against your current invoices.
Managing Uploaded Statements
Uploaded statements appear in a list within the uploader section.
- List Display: Shows the bank name (extracted from the PDF), the date and time of upload.
- View Details: Click this icon to open a modal displaying the matched transactions. You can download the matched and unmatched transactions as a CSV file.
- Remove: Click this icon to delete an uploaded statement and its associated data.