Import

Import requirements

To register bank statements in Isah Finance, you first download them from your banking portal. Save them in a folder on your computer.

Now click the import item on the Bank Statements form in the Start menu. A wizard will appear, that will guide you through the import process.

• As the Bank statement format, select 'CAMT.053', followed by the name of your bank. Then browse to the file containing your bank statements and select the file. The wizard cannot continue until you have specified a valid file.
• Select Match automatically to have Isah Finance automatically match the amounts of the bank statement with the open items of debtors and creditors.
• Click Finish to start the import.

After the import has finished, the bank statement lines are displayed on the Bank Statement Entry form.