Custom Document Template For Bank Statements

RentProperty

Hi There

Please advise if anyone has ever implemented a custom document for importing of bank statements. Most banks have a standard export format called .ofx.

Any assistance will be greatly appreciated.

Kind Regards

HEin

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Hi Hein,

I'm interested in this subject, too..
I have one invoicing app and I have requests for this feature, where the customers would be able to import bank transactions for their invoices.
What I have is XLS file...guess much easy than your ofx file...

thx.

RentProperty

Thnx George

Currently we do it by Developing a custom csv import template for Each bank, however if we can implement a standard format that most major banks can download to such as .ofx then life would be much easier. 🙂

Was hoping someone already created a template for that.

Kind Regards

HEin