Add Customer Name from Bank Statement Upload

1

Hi,

It’s been a while since i started using your software & it’s really useful. Thanks for creating such a software.

I wanted to know if i can automatically add customers when i upload the bank statement is there an option to do that?

2

Can you be more precise in what you are asking - what do you mean by “automatically add customers”

Where do you want to add customers?
How would it be done automatically?

3

As in when i’m uploading the bank statement, these are the columns included in csv:

  • Date
  • Payee
  • Reference
  • Description
  • Amount

Here Under Payee if we add the customer’s name, will it create new customers or update old one’s account?

4

Customers cannot be added automatically. Just because you have a receipt on your bank statement does not mean you want the payee in your system as a customer. Additionally, there is other information, such as address, customer code, credit limit (if you use that feature), and business identifier, that you need to enter when defining a customer that is not contained in a bank transaction.

1 Like