You are now able to upload a PDF bank statement to Jack, have it converted to CSV and download it again for use in your Accounting Platform.
Follow this simple process and you'll have a customisable CSV in a few minutes, available for download or emailed directly to your inbox.
Step 1: Upload your Bank Statement
Navigate to the Settings button and click the Documents tab
Click 'Convert to CSV'
Drop in a PDF bank statement and click Convert
Receive successful upload notification
Step 2: Jack processes PDF
Jack will begin working on the PDF and display the status of
Processing; or
Converted
Once converted to CSV, the document will be available for download or email
You will receive an email letting you know the CSV file conversion has completed
Step 3: Downloading or Emailing CSV file
Click the CSV icon of the file you uploaded;
or
Select the line(s) you wish to download, click Download CSV
The CSV file(s) will download
The CSV file(s) will be emailed to you
As always, we'd like to hear from you. Let us know how you found this feature or share any comments on how we can enhance it's functionality.