Uploading Bank Statement and Blacklist

The video instruction describes the step-by-step process of uploading a bank statement, namely:

- Where exactly the bank statement upload functionality is located;

- How to properly fill out the upload template and where to get it;

- How to upload the template and view the upload report;

- How uploaded payments are displayed in the Cash Flow menu and in the contract itself.

Here you can also find the following information about uploading a blacklist:

- Where to download the template for uploading a blacklist;

- What client information can be added to the blacklist;

- How to upload a blacklist to the Brainysoft system.

Uploading Bank Statement and Blacklist ​