Saving Selected Bank Statements
Saving Bank Statements Retrieved Within a Time Period
Bank statements received in Heeros Link can be saved to your workstation or network drive if necessary, after which they can also be transferred to other systems. Retrieving the same bank statement to only one channel saves on bank service fees. You can save bank statements in two ways: either by selecting the statements to be saved directly or by selecting statements based on a time period.
Saving Selected Bank Statements
- Go to the Bank Statements – Uploaded view
- Select the bank statements you want to save (click the checkbox)
- Start saving by clicking the Save Download bank statements button
- Select the method of saving the bank statement from the pop-up window:
- Separate bank statement files = each bank statement as its own file for the report.
- Combined into one separate file = a packed file (zip) for the report that contains all selected bank statements as separate files.
- Save all bank statements into one text file = one file for the report that contains all bank statements in text format.
- Finally, click the Download all bank statement files button.
After selecting Download all bank statement files button, a transfer report will open, from which the file is saved to the desired target directory (right-click).
Tip: you can create a folder named Bank Statements on the drive.
Saving Bank Statements Retrieved Within a Time Period
You can save multiple customers' bank statements at once for a desired time period according to the following instructions:
- Go to the Bank Statements – Uploaded view
- Do not select any bank statements, but click directly on the Download bank statement button.
- Select from the pop-up window
- the account owner or account owners
- the bank accounts for which you want to save bank statements
- the time period for the bank statements you want to save. The time period retrieves bank statements whose start date falls within the given time period.
- Also select the method of saving the bank statement:
- Separate bank statement files = each bank statement as its own file for the report.
- Combined into one separate file = a packed file (zip) for the report that contains all selected bank statements as separate files.
- Save all bank statements into one text file = one file for the report that contains all bank statements in text format.
- Finally, click the Save Files button.
After selecting Save, a transfer report will open, from which the file is saved to the desired target directory (right-click).
Tip: you can create a folder named Bank Statements on the drive.