How do I import a PDF statement?

To learn how to import bank statements in PDF format into Sequence, follow the steps below:

1. Click on "Banking."
   
   
2. Then, click on "Accounts."
3. Click on the account into which you wish to import the statement.
   
   
4. In this section, click on "Import Statement" to start the import process.
   
   
5. To import a statement in .PDF format, select "PDF Format."
6. Select or drag one or more files.
   
   
7. Click on "Add Bank Statement" to continue.
8. The import is in progress and, once completed, you will be able to find it by clicking on Bank statements.
   
   
9. Once the import is complete, select the statement to review and approve it.
10. Review and correct the fields if necessary.
    
    
11. Click on the X to delete a line.
    
    
12. If desired, you can also add lines by clicking on "Add a Line."
    
    
13. Once reviewed and completed, click "Validate" to finalize the import.
    
    
14. You can now see the lines imported from pending transactions.