Catacloud Servicedesk

How to find the bank reconciliation, match postings against bank transactions and approve the month – and where to find help when something doesn't add up.

Bank reconciliation – how to match and approve

How to upload a bank file when the account has no bank integration – from your online bank or a file you make yourself – and post the transactions as…

Importing bank transactions from a file (CSV, Excel or TXT)

Florence C.L.H. Kröger-Smedmann

Understand how bank reconciliation works, get started, and import transactions from a file.

Getting started with bank reconciliation

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