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Import an Excel spreadsheet into EBP

CEL33 -  
OmegaSoft Posted messages 367 Status Membre -
Hello,

I would like to import my bank statements, which are in Excel format, into my EBP software.
Could you please tell me how to proceed?

Thank you in advance,
Celine

1 réponse

Réponse 1 / 1
OmegaSoft Posted messages 367 Status Membre 65
 
Hello CEL33,

You can use a customizable import (in the tools menu) and import a txt or csv file.
Assign the corresponding field to each column of your Excel table. Remember to save this configuration for future imports.

Best regards,

Saif
Trainer
6