Bank vs Invoice Cloud Comparison
Bank Statement Upload
Invoice Cloud Upload
Getting Started
Upload both Bank Statement and Invoice Cloud CSV files to begin matching invoices to bank transactions.
- Bank CSV: Should contain ID, Type, Amount, Description, Date columns
- Invoice Cloud CSV: Should contain Invoice ID, Amount, Date, Vendor, Invoice Number columns
- Matching Logic: Invoices are matched to bank records by amount and date (±5 days)
- Summary: View unmatched invoices that may need follow-up