You can import your bank statement to Scoro with just a few clicks. Scoro will automatically match all payments received with the sales invoices, so you don’t have to mark these one by one, or annoy your accountant with it. Now you can assign receipts to different accounts and view income reports filtered by accounts.
Make an export of the CSV file in your bank and save it.
Then go to the Import/Export page on you Scoro site and choose Receipts. Click on Choose file and upload the CSV-file. Click Proceed.
Select a bank preset – this will match the fields automatically. If your bank is not listed, match the fields manually.
Receipt accounts can be created under Settings > Sales and finance > Receipt and payment accounts and they are used for sorting receipts in the list of receipts: Invoices > Receipts
For more in depth info on receipts take a look at the detailed finance report: Reports > Detailed reports
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