Document Merge Functionality in Banking
The merge document feature allows you to combine multiple banking files from the same bank, regardless of the format. Simply select the files you want to merge, and our system will handle the rest.
TMerge document functionality
- in Banking lets you combine two or more banking files from the same bank and account number. After merging, you can also add more files to the merged document.
Step 1: Select the Files
- Select the file you want to merge, as shown in the image below.
Step 2: Merge the Document
- Click the Merge Document button to combine the selected files (must be from the same bank).
Step 3: View Merged Document
- Once merged, the document will appear as shown in the example image. By clicking the "i" icon, you can view the file name.
Step 4: Download the Merged Document
- The merged files can be downloaded as a ZIP file.
Conditions for Merging PDFs
- (a) The uploaded PDFs must be from the same bank.
- (b) After merging, the total transactions must equal 30,000 (e.g., if one PDF has 10,000 transactions and the other has 20,000, the merged PDF should have a total of 30,000 transactions).
Conditions for Removing Duplicate Records:
- If two files with the same ledger are saved, merge them and remove duplicates.
- If two files with different ledgers are saved, do not merge.
- If two files with the same ledger are saved and one file is unsaved, remove all duplicate and unsaved records.
- If one file is saved and one is unsaved, remove all records from the unsaved file.
