Upload your bank statement directly into PrimeHR - no need to enter transactions one by one.
Instead of manually entering every transaction, you can upload your bank statement directly and let PrimeHR bring the transactions in for you. This is the same import step used in Reconciliation - accessed from [PLACEHOLDER - confirm: is this reached via Bank Book, Bank Accounts, or Reconciliation directly?].
Supported file formats
CSV
Excel (.xlsx)
PDF
Importing a CSV or Excel statement
Upload the statement file.
Preview the data before importing.
Map the columns, if required - matching your file's columns to the fields PrimeHR expects (e.g., date, amount, description).
Verify the transaction dates, amounts, descriptions, and other details look correct.
Import the verified transactions.
This is the fastest way to bring in a large number of transactions at once, without entering each one manually.
Importing a PDF statement
Upload the PDF statement.
PrimeHR processes the document using AI to extract transaction details automatically.
Review the extracted transactions carefully - AI extraction is generally accurate, but always worth a check before importing.
Import the transactions once verified.
Duplicate transaction handling
PrimeHR automatically checks for duplicates during import, comparing transaction date, amount, and narration (description). If a transaction matches one already in the system, it's skipped - so re-importing the same statement won't create duplicate entries.
Best practices
Make sure the correct bank account is selected before importing
Verify the account's opening balance before your first import
Review CSV/Excel column mapping carefully before confirming
Always double-check AI-extracted PDF transactions before importing
Check the Bank Book afterward to confirm transactions were recorded correctly
Avoid importing the same statement repeatedly - duplicate detection helps, but it's not a substitute for care