Short Answer: Drag & drop the statement into the 'Credit card statement' box or click 'Edit' in that panel to replace the file; use CSV, XLS, or XLSX and keep file ≤ 10MB.
PreRequisites
-
Be signed in
-
Have the statement file in a supported format (CSV, XLS, XLSX)
-
Ensure file size is ≤ 10MB
Steps
-
Open the 'New reconciliation' page and find the 'Credit card statement' panel.
'Credit card statement' panel with a dashed upload area is visible. -
To upload a new file, drag & drop your statement into the dashed box.
The file uploads and is displayed with the filename. -
To replace an existing file, click 'Edit' in the 'Credit card statement' panel and select the new file.
The panel updates to show the newly uploaded statement filename. -
Confirm the displayed filename (example: 'Amex_Credit CardStatement_.xlsx').
The correct file name appears under 'Credit card statement'.
Troubleshooting
-
Upload fails or shows an error message.
LikelyCause: Unsupported file format or file exceeds the 10MB limit.
Action: Convert the file to CSV/XLS/XLSX and reduce the size to ≤ 10MB, then try again. -
The 'Edit' link isn't visible.
LikelyCause: Page didn't finish loading or you may lack permissions.
Action: Refresh the page. If 'Edit' still doesn't appear, check your account permissions or contact your administrator.
Note: Uploaded credit card statement should appear under 'Credit card statement' with the filename.