Uploading your bank statements is an important step in keeping your records accurate and up to date. By attaching your bank statement to each reconciliation, you ensure that all financial records are complete and easily accessible. This process helps maintain transparency and makes it easier to review past reconciliations when needed.
Before you begin, ensure the following:
You have completed the reconciliation for the month for which you wish to upload a bank statement.
You have a digital copy (PDF) of your bank statement saved on your computer.
Here's how you can upload your bank statements directly to PracticePanther:
1.Click on the Accounting tab at the top of the page and click Banks & Credit Cards.
2. Select the account you'd like to upload a bank statement for.
3. Click on View Reconciliation History.
4. From the View Reconciliation page, locate your completed reconciliation. Click the Upload cloud icon, found under the Bank Statement column.
5. Select the bank statement pdf you wish to upload from your file explorer.
6. Once uploaded, the icon will change to a Folder Icon, indicating that the bank statement has been successfully attached.
Note: If you do not see the Upload icon, ensure that the reconciliation for that month has been completed. The option to upload a bank statement is only available for completed reconciliations.
What happens now?
After uploading, your bank statement is securely stored and can be accessed anytime by clicking the folder icon next to the corresponding reconciliation. This ensures that all necessary documents are in one place for easy reference.