Files are a means to push data into the Payable platform. These are uploaded to aggregate transaction data into the platform. Then reconciliation can be run on this transaction data.
We have a number of file types that can be uploaded as standard, which we have mapped to the Payable schema.
File types like bank transaction extracts can be mapped to the transaction schema.
Files can be uploaded through the API or dashboard
This means no matter how technical your team are, anyone can add files.
First you should connect and create the bank account, so that transaction data can be mapped to a specific account.
Then through the dashboard, go toSourcesand selectUpload file.