Financial › Banking
Import Bank Data
Upload a statement file from your bank, map it to a Wexbourne ERP account, then review the parsed lines before they are added to the matching queue. Lines already imported for the account are skipped.
1. Statement file
Choose a statement file
CSV exports and OFX / QFX downloads are parsed in the browser before anything is saved.
2. Import options
3. Preview parsed transactions
0 lines| Date | Description | Reference | Type | Amount |
|---|---|---|---|---|
| Choose a file above — its lines appear here before anything is saved. | ||||