Bank Statement Projects

What is a Project and what does it do?

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Bank Statement projects allow you to manage your statements' extraction by categorising them into different sections within your inbox. For example, a project could be created for a particular date range, allowing you to download the extracted statement data only for that date range.

⚠️CAUTION: A project must be created or selected before uploading, it cannot be allocated or changed afterwards.

How to create a project

📎NOTE: Any files uploaded to the same project will be added to any previous extractions with the same bank account number. Therefore, if you upload bank statements to the same project, AutoEntry will add the most recently uploaded statements to any previous extraction.

  1. Click +Upload Document at the top right-hand corner of the page.

  2. On the upload screen, you will see a drop-down menu under Project. Click this and select Add Project.

  3. Enter a name for the project and click Add.

📌TIP: You can upload monthly statements each month to the same project and at the end of the year, download the full year's worth of statements in one go.

Moving bank statements to another project

While the option to move bank statements from one project to another is not available, we will take you through some alternative steps you can follow if you have uploaded files to the incorrect project:

  1. Reupload the file to the correct project.

  2. On the Activity tab, this will be automatically flagged as a duplicate upload. To bypass this, click Process Anyway.

⚠️CAUTION: Later, when you are downloading the statement data from the project the original file was uploaded to in error, you will need to manually delete the cells containing that data from the CSV or Excel file before importing it to your accounting software.

Downloading a date period

If you want to upload a month's worth of statements and only want to download that month's extraction, simply create a new project ("March 2021 - April 2021" for example) each time and those uploads will be kept separate from any other uploads even for the same bank account.

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