How a Client Can Import a Bank Statement

Learn how to import bank statements in Suvit for seamless transaction management. This guide helps clients efficiently upload, process, and track their bank statements.

Importing a Bank Statement in Suvit

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Step 2: Select Company

pending img Select your Company from the list if multiple companies are assigned.

Step 3: Go to Bulk Upload

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Navigate to Bulk Upload → Select Banking.
If the required format for a cash entry isn't available, you can download a sample file for guidance Click here.

Step 4: Import Bank Statement

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Click "Import" to upload your bank statement.
Select the bank ledger.
Supported formats: Bank statements, Excel, or CSV files.
If your bank statement format is unsupported, Click here for more details.

Step 5: Processing & Completion

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The uploaded document will show a Processing status.
Processing time varies based on the file format.
The status will change to Complete (successful upload) or Failed (error detected).
If the status changes to "Failed", click here to understand the failure reasons and possible solutions.

Step 6: View File Status

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Monitor the upload progress.
Use filters to find specific entries Learn more.