Uploading bank statements and posting transactions

Upload a statement

1. Open Bank Statements and upload the bank passbook or statement PDF.
2. BizDue extracts the transactions, suggests a category for each and skips lines it has already seen, so uploading an overlapping period doesn't double-count.
3. Check the result. Lines it couldn't read are flagged.

Post transactions to your books

1. Open Bank Transactions.
2. Transactions from your own bank accounts can be posted: choose the account each one belongs to (a customer, supplier or expense).
3. Post. A normal payment or receipt voucher is created.

Import History lists every statement and payment / receipt file you have uploaded and what came of it.