This option allows you to view all client data batches and bank statements that have been imported into Billdozer.
It also allows you to import/view the following:
- Bank Statement Import – to reconcile client accounts by searching for known account numbers and amounts contained in the imported bank statement.
- Client Data Import – to facilitate quick and easy provisioning of clients in Billdozer.
- Upload Templates – the existing upload configurations that have already been used to import bank statements or client data.
By default this screen displays a list of imported bank statements.
Was this article helpful?
You must log in to vote