- Click on "Import Box."
- Click on "Bulk Import."
- Here, you can upload your bank statement in PDF format.
- Click on "Continue."
- In the Import Tab, select the statement and click on "Review and Validate" to classify the import.
- The "Bank Statement" category is selected by default. If it is not, please select it.
- Click on "Validate" to complete the review.
- The file is now being imported into Sequence. To continue the process, go to the Bank Statements section.
- Once the file appears in the list, click on "Review and Validate" to verify the data.
- Sequence has imported the data from your bank statement. If you see incorrect data, you can correct it by clicking on the corresponding cell.
- You can add new transactions if needed.
- Additionally, you can delete duplicate lines.
- Select the bank account corresponding to the statement.
- Once the data has been reviewed, click "Validate."
- To access the imported statement, click on "Banking."
- Then, click on "Accounts."
- Select the relevant account to view the imported transactions.
- Click on "All Transactions" to see the complete list of transactions.