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Help · Bank statements & reconciliation

How to set up a bank account for statements

New in v0.20: link each bank account to its ledger, choose the statement layout, and set how statements arrive: upload, the account's own statement email address, or your own mailbox (IMAP).

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

  1. Settings → Banking.
  2. Choose the Ledger in your chart of accounts and the Statement layout (Auto recognises SBI, HDFC, ICICI, Axis, Kotak, Yes, IDFC First, Bank of Baroda, PNB and Canara; Generic lets you map columns).
  3. Tick Apply my rules automatically after each import and, if you like, Accept statements emailed to this account's address — copy the address and set your bank's e-statement or a mail rule to send there.
  4. Or read statements from your own mailbox (IMAP). Only CSV, Excel and PDF attachments are read; password-protected PDFs need the password.
  5. Upload the cancelled cheque or a recent statement under Documents.
  6. Connected banking / Account Aggregator is not active — it needs a licensed partner.

Related guides

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support