CRS Content Team
Importing your Trader Statement
It doesn’t matter if you import bank transactions or manually create them in your database, you can also import your trader statements, such as Farmlands or FarmSource.
Tip: If you have a Cashmanager RURAL online database, why not sign up for the Farmlands automated monthly feed? Your statement automatically arrives pre-coded each month - how easy is that?
If you import your bank transactions, you will need to be careful not to create a duplicate transaction when importing your trader statement.
Check out the best practice topic on how to import a trader statement directly into a bank transaction.
Download the statement from your trader's website.
The file formats need to be a CSV file.
Import your trader statement.
From the transaction screen select Import and then your trader.
- Locate the file you saved to your computer by clicking on Browse.
Once you’ve found the file you can click on the Preview button. This will allow you to see all the transactions on the statement and let you select or deselect items to import.
- Code and enter details of the imported trader transactions.
From here you can enter the transaction details, such as codes, or set up autocodes to be more efficient - How to autocode directly in transactions.