Overview
Bank Statements are supported document types for AI analysis in SmartDocs 360, Transactions are now being auto-categorised into categories imported from Xero (or added into SmartDocs 360).
Precoded CSV
Bank Statements - To export transaction categorisation to the following new CSV formats. Users can import precoded CSV bank statements into Xero or use to assist in identifying potential tax deductions when preparing tax returns.
- Xero Precoded CSV
- SmartDocs Precoded CSV
Xero Precoded CSV
SmartDocs 360 Precoded CSV
How to Export a Bank Statement to CSV or Excel
For instructions on how SmartDocs 360 can export a Bank Statement to CSV or Excel see below: