Adding Bank Statements Via CSV or PDF

You can upload statements in bulk if you prefer not to use a bank feed.


Navigation:
Capium 365 > Client > Settings (top right) > Imports > Bank Statements

Steps:

  1. Click the Settings (cog icon) in the top right of Capium.

  2. Select "Imports".

  3. Choose "Bank Statements" and click Next.

  4. Select the format you want to upload (PDF or Excel/CSV).

  5. Upload the statement file into Capium.


Note: If you upload via CSV you can download a template file and upload it back into Capium.

See screenshot below for reference:

A screenshot of a computer AI-generated content may be incorrect.