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[Closed] Can I link Clubtreasurer to my Bank Account to automatically upload transactions?
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30/09/2022 9:32 pm
Can I link Clubtreasurer to my Bank Account to automatically upload transactions?
We don't currently support a direct bank interface; however in practice, the file upload is a very quick part of the process and your main tasks will be mapping the imported lines to Clubtreasurer attributes, such as Cost Codes, Events, Members, etc.. You will need to do this manually the first time, but Clubtreasurer will 'learn' and try to automate this process for you next time which and dramatically speed up the process.
See https://clubtreasurer.com/blog/?page_id=579 for more details.
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