Bank statements view's Upload bank statements button allows you to retrieve a bank statement from another system.
- Click the Upload bank statements button
- In the pop-up window, click 1. Select files, which will allow you to choose the bank statements to download from the directory.
NOTE! The bank statements must be in .txt format for them to be processed programmatically. Bank statements in other file formats cannot be imported into the program.
You can select multiple bank statements to download at once using the Ctrl + Shift + mouse combination. It is also possible to download bank statements in multiple batches from different directories. If you accidentally selected bank statements that do not need to be imported into Heeros Link, the already loaded bank statements (files) can still be removed from the view. If there are two or more files with the same name among the downloaded bank statements, they can be renamed.
- After selecting the bank statements, click 2. Send files, which will transfer the bank statements to Heeros Link's Bank statements – Uploaded view.
After the upload, the bank statements are automatically transferred to Heeros Accounting if it is in use. Manually retrieved bank statements are always distinguished by their own icon (blue arrow).