Statement Uploads
Read bank and credit-card statements and review their transactions in Banking.
The standalone document converter, including the /chat and PDF-to-CSV pages, has been retired. New standalone conversions and credit purchases are no longer available. Existing stored documents, exports, and credit balances are preserved.
To import statement activity, open the client’s Banking workspace and choose Statements.
Upload and review
- Upload a bank or credit-card statement as PDF, PNG, or JPEG, or import a CSV/Excel file.
- Confirm the source accounts and statement years. Exclude accounts that should not be imported.
- Review the document reader’s findings and any transactions that need attention.
- Confirm the rows and their ledger accounts, Classes, and tags before posting.
PDFs and images are read by the document reader, which checks the extracted activity against the source balances and totals. CSV and Excel values are read from their source cells using the confirmed column mapping.
If the reader is unavailable, retry the upload when service returns. Wesley does not switch the statement to another extractor. Missing or ambiguous check details remain subject to review and the firm’s check posting-date policy.
Review duplicates when the same activity may already exist through a connected feed or an earlier upload.