Can I upload a bank file that contains more than one account?
Yes, if your bank offers that option. (Not all banks do.)
Receipt Bank’s software is able to separate PDF files into different items.
- Select ‘Upload’ from your ‘Add Items’ tab.
- Select ‘Multiple item PDFs’ option.
- Select user (for multi-user accounts only)
- Then hit the white ‘Click here to select files’ button.
- Once the images have been uploaded, we consider each page in the PDF as an individual item.
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