Uploading Bank Statements

Overview

This tutorial will walk you through the steps to upload bank statements in TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click the Secure File Upload link under the Reconciliation section.

The Secure File Upload window is displayed.

3. Type a descriptive name into the Description field.

4. Click on the Choose File button.

The open file window is displayed.

5. Browse to the location of the file you want to upload.Select the file and click Open.

6. Click the Upload File button.

Note: You will get a notification that your file was successfully uploaded.