Objective

While the option to move Bank Statements from one project to another is not available, this article will take you through some alternative steps you can follow if you have uploaded files to the incorrect project.

Applies To

  • Bank Statements Inbox.

Procedure

If you have uploaded a file to the incorrect Bank Statement Project, you will first need to reupload the file to the correct project.

When you are later downloading the extracted Statement data from the Project the original file was uploaded to in error, you will need to delete said Statement data from the .csv or Excel file manually before importing to your accounting software.

Additional Information

  • More detailed information on Bank Statement Projects can be found here.

  • If you need a guide on downloading extracted Statement data, please refer to this article.

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