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30/09/2022 10:32 pm
Can I import bank statements or online payment transactions directly into Clubtreasurer?
Yes you can. Premium Plus customers can use 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 11 months ago 3 times by CT Support