SUMVRAHELP CENTRE

Records

How do I add a bank statement?

SoleBusinessPro

Quick answer

Choose Add records or Add bank statement, select the statement file and review the preview before saving anything. Sumvra does not add the transactions until the user confirms them.

Step by step

  1. Export the statement from your bank in the supported file format and leave the original file unchanged.
  2. In Sumvra, choose Add records or Add bank statement and select the file.
  3. Check the dates, descriptions and amounts in the preview.
  4. Confirm only when you are satisfied that the preview is correct.

Before you finish

Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.

Still need help?

Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.