Question

Why are my Bank Statements being merged in my Inbox when they finish processing?

Applies To

Answer

If you notice your Bank Statements have been merged together in your Inbox when they have finished processing, this would be due to you having uploaded them all to the same project.

In AutoEntry, statements from the same account are automatically merged together with when uploaded to the same project. If you need the statements to be separate, you would need to upload them to separate projects.

On the statement upload screen, you have the option to create a new project, or select an existing one. If the statements are to be kept separate from previously uploaded statements, you should create a new project.

Additional Information

  • You can find more information about Bank Statement Projects by clicking here.

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