How to Upload Your Statement
After responding to the reconciliation, you can upload the current account statement to the system.
The file format you will upload should be an Excel file. This file will be used by the users of the reconciliation company to ensure that the differences of the agreement are found electronically via Easyrecon. Therefore, the transactions in the statement that you will upload must be compatible with the answer you provided.
Log in to the site using your user information.
Incoming Reconciliations >> Previous Replies to see your previous replies in the Recipients menu.
Click "View" at the far right of the reconciliation line you want to upload the statement to.
Go to the "Extract Files" tab on the popup page.
Click the "Upload Statement" button, select and install the file to download.
The file format you will upload should be an Excel file. This file will be used by the users of the reconciliation company to ensure that the differences of the agreement are found electronically via Easyrecon. Therefore, the transactions in the statement that you will upload must be compatible with the answer you provided.
Log in to the site using your user information.
Incoming Reconciliations >> Previous Replies to see your previous replies in the Recipients menu.
Click "View" at the far right of the reconciliation line you want to upload the statement to.
Go to the "Extract Files" tab on the popup page.
Click the "Upload Statement" button, select and install the file to download.
Updated on: 15/03/2019
Thank you!