Import the bank statement

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Upload Bank Statement

Step 1 : Select company

• Select your company first

Step 2 : Bulk Upload

• Go to Bulk Upload and then Banking.

Step 3 : Must Check

• Click on the import statement and select the bank ledger and attach the document as shown in below image:

Step 4 : Must Check

• If the document is with such name which was previously uploaded, such warning will be displayed, check for any duplication error:

Step 5 : Process

• Once you click the upload button, document will go in the processing status:

Step 6 : Complete

• The document will be under "Processing" status. It will take some time to get processed, depending on the format. The status will change from "Processing" to "Complete" or "Failed".

If the processing takes too long time, simply refresh[ctrl+shift+R] the page.

Supported formats of bank statements:

1. Original PDF

2. Scanned PDF

3. Excel Sheet

**Note**: Suvit does not support passbook, RTP TXT formats, Dot Matrix font formats, Share Market statements and Loan Statements.

Approximate time for document processing:

The processing time taken by a document to get complete will depend on its format. Maximum time taken for completion of documents is given below:

• Original PDF (Up to 1 Hour).

• Scanned PDF (Up to 12 Hours).

• Excel Sheet (Up to 30 Minutes).

Remove the password from a password-protected document:

For example, if you have a bank statement which is password protected, you can remove it and then upload it in Suvit. Follow below steps to remove password:

1. Open the document in Chrome browser.

2. Give print command or click on printer symbol available in the top right corner.

3. Select "Save as PDF" in the Destination and save the new file in desired folder path.

4. Check by opening the new file, as now the password will be removed, and a file will be ready to be uploaded in Suvit.

To know what to do if the status changes from "Processing" to "Failed", visit here. Unsupported Bank Statement click here to check.

Next step Click here.