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[Sticky] Can I upload transactions or bank statements directly into Clubtreasurer?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 151
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Can I import bank statements or online payment transactions directly into Clubtreasurer?

Yes you can - using the Transaction Import feature which allows you to upload transactions from bank statements or online payment systems (eg. Paypal, SumUp, GoCardless, etc..) via CSV files, and quickly create multiple Receipts & Payment transactions.

The import process is very flexible and can support a wide range of source data formats. You can also make use of automatic matching of Cost Codes and Members which can dramatically speed up the import process. 

See  https://clubtreasurer.com/blog/?page_id=579  for more details.

This topic was modified 2 years ago by CT Support
This topic was modified 1 year ago 3 times by CT Support
This topic was modified 5 months ago by CT Support

   
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