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Help · New in v0.20

How bank statement automation works

New in v0.20: import statements (CSV, Excel or text PDF), or have them emailed to the account's own address or read from your mailbox, then reconcile with suggestions and rules. There are no live bank feeds.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

  1. Settings → Banking: link the account to its ledger, choose the layout, and optionally accept statements emailed to the account's address or read them from your own mailbox (IMAP).
  2. Banking → Import a statement: Preview, then Import; repeated lines are skipped.
  3. Banking → Reconcile: accept suggestions (amount, date, UTR / reference, party) or categorise by hand; postings above your threshold go to Approvals.
  4. Banking → Rules handle recurring lines.
  5. Live bank feeds and Account Aggregator are not active.

Related guides

Need a hand?

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

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