Before you can submit any Statement a Bank Account must be created. If you connect to a Bank Feed then your Bank Account will be created automatically.
To create a Bank Account, follow these steps:
1. Navigate to the Lists menu and click on the Bank Accounts tab
2. Search for the name of your Bank, add the Account Name, enter the last 4 digits of the Account Number, and select the Currency, and then click Add.
* If your Bank is not listed then click on the link titled Request to add your bank. A screen will appear where you will need to enter the full name of the Bank you are requesting and to upload a sample Bank Statement. We will then contact you via email to confirm or deny the request.
