How to import statements and invoices

Bank and card statements and invoices are optional supporting detail that improve matching and per-party drill-down.

1. In Import, choose statements (bank or card) or invoices.
2. Map the columns and stage the rows as with any import.
3. Promote them. Statement lines help the tracker match actuals; invoices carry their own forecast-versus-actual split and roll up per party.

A book with no statements or invoices behaves identically; these only add detail.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.