Payments and banking · Guide 102 of 624
Import bank statements
Importing your bank or mobile money statement into RockifyERP creates Bank Transactions you can match against payments.
How to do it in RockifyERP
- Download your statement as Excel or CSV from your bank or mobile money portal.
- Search for Bank Statement Import and click + Add.
- Choose the company and the bank account, then attach the file.
- Map the date, description, deposit and withdrawal columns, then click Start Import.
Tip: Save the column mapping. Next month’s import from the same bank becomes a two-click job.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.