How to import data for reconciliations from Excel

Guidance:

If you do not have a direct sync to software such as Xero, Sage, Quickbooks, FreeAgent, Sage BCA - you will need to use a manual Excel import to import lots of data.

This is also handy if you have had to use a Xero TB only sync (these are when you have clients who are using a Xero Premium subscription for multi-currency, as Xero doesn't transmit the currency fluctuations to Silverfin).

Please note the Excel formatting guidance here which may be relevant.

Step-by-Step:

The help guides from Silverfin on how to do this is here and here