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Load

Load

Loading the evidence into the system (Bank Statements, Check Images, Brokerage Statements, Transaction Lists, ERP Data)

Account Management

Load Process

Load Management

Feature Overviews

Instructional Videos

FAQs and Troubleshooting Guides

Loading Accounting Extracts

Statement Files

Transaction Lists Extraction Process

Bank Statements Extraction Process

Bank Statements Best Practices

Bank Statements FAQ

Brokerage Statement Extraction Process

Loading Bank Statement Evidence

Uploading Transaction Listings

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Check Files

Check Item Lists Extraction Process

Loading Bank Image Evidence

Accounting Extracts

Import ERP Data

Supported Accounting Extracts