- Import credit card statement instead of adding it one by one.
- What to include in the import?
Go to Accounts Payable → Reconciliation.
Select the credit card you will be working on.
Select Import Statement.
Locate the file by selecting Browse and Upload CSV.
Match the headers by clicking the dropdown menus.
Finally, select Import.
- Only users with Reconciliation permission will be able to perform these steps.
- Your import file should include the Amount, Date, and Item Description.