How do I import a PDF statement?

  1. Click on "Import Box."Importer_PDF_01
  2. Click on "Bulk Import."Importer_PDF_02
  3. Here, you can upload your bank statement in PDF format.Importer_PDF_03
  4. Click on "Continue."Importer_PDF_04
  5. In the Import Tab, select the statement and click on "Review and Validate" to classify the import.Importer_PDF_05
  6. The "Bank Statement" category is selected by default. If it is not, please select it.Importer_PDF_06
  7. Click on "Validate" to complete the review.Importer_PDF_07
  8. The file is now being imported into Sequence. To continue the process, go to the Bank Statements section.Importer_PDF_08
  9. Once the file appears in the list, click on "Review and Validate" to verify the data.Importer_PDF_09
  10. Sequence has imported the data from your bank statement. If you see incorrect data, you can correct it by clicking on the corresponding cell.
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  11. You can add new transactions if needed.Importer_PDF_11
  12. Additionally, you can delete duplicate lines.Importer_PDF_12
  13. Select the bank account corresponding to the statement.Importer_PDF_13
  14. Once the data has been reviewed, click "Validate."Importer_PDF_14
  15. To access the imported statement, click on "Banking."Importer_PDF_15
  16. Then, click on "Accounts."Importer_PDF_16
  17. Select the relevant account to view the imported transactions.Importer_PDF_17
  18. Click on "All Transactions" to see the complete list of transactions.Importer_PDF_18