Provider Statement Uploads

• When you upload a new Provider statement and complete the mapping the system will remember these mappings for future uploads for the same Provider.

• Even where the Provider may move the columns around it will remember your previous mapping.

Bank Statement Uploads

• When you upload a new Bank statement and complete the mapping the system will remember these mappings for future uploads.

I hope that this saves you time and effort in the future, so give it a try!

Please Note - It is still recommended that you check your mapping and use the preview / All is good function.

If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com