Case study: A company has recently joined nBanks. After aggregating its bank accounts, nBanks automatically collects the history in question up to 3 months before the aggregation date. However, the company wants to integrate a more complete history into nBanks. With this feature, it can export an older history from its homebanking and include this information in nBanks via an excel file.
Step 1:
Access the Financial Management feature;
Step 2:
Choose the financial institution and bank account in question;
Step 3:
Click on import;
Step 4:
Enter information about the content of the columns in the file to be imported and the date format;
Step 5:
Click on Submit.