How to import bank statements?

You can manually enter bank transactions into Envoice by exporting bank statements from your online banking, then import them in ISO 20022 XML format (CAMT052, CAMT053, CAMT054, CAMT060)

PDF bank statements cannot be imported to Envoice. If you have access to online banking, look for the option to export the transactions in XML format.

To import a bank statement, you need to set up a bank account in Envoice beforehand.

To import a bank statement

1. Go to Bank
2. Find the Bank and click to open it
3. click on Import Statement button
4. Click Browse to select statement file from your computer
   
5. Click Upload