How do I import a PDF statement?

Banking > Accounts > bank statements > Import 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. Select "Bank Statements."
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. Once the import is complete, select the statement to review and validate it.
9. Select the bank account related to the statement.
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. The statement has now been imported into the corresponding account.
15. Select the relevant bank accounts.
16. In the account, select "All Transactions" to display all imported transactions.