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After mass import, unable to trigger transaction analysis

Feature Request

This is almost a bug : Once I’ve imported a batch of bank statements, I can select all of them (up to 100 per batch !), but not start transaction analysis : I need to go inside every single imported bank statement to trigger transaction conversion !

Posted by novaclic ·
Status: Planned3 comments

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Comments3

  • Antti Laitinen

    Team•

    Nov 15, 2024

    I’ve noticed via analytics that a lot of people use the mass upload to upload bank statements, which has been surprising. The case you described is the probable reason.

    This thing actually came up in an accounting agency meeting (bulk-extract bank statements), so I would consider this a relatively high priority.

    • novaclic

      •

      Nov 15, 2024

      And I noticed the bank statement import is better (more detailed) than a regular CSV bank statement import … although the CSV contains all formated data !… see https://sparkreceipt.featurebase.app/fr/p/improve-bank-statements-import

    • novaclic

      •

      Nov 28, 2024

      I’ve 12 months of bank statement to upload, 2 banks, meaning 24 files.

      I’ve stopper after 3, because I’m getting crazy :

      1. Upload all files : easy !

      2. clic on first document

      3. Validate transactions analyis (+ 2 clics)

      4. Wait

      5. Check all lines (+ 2 clics)

      6. Validate import/conversion of all lines (+1 clic)

      7. Wait

      8. Go back to list, and restart at step 2

      This is just not suitable !

      PS: I have no way to import CSV, it’s two old fashioned banks that will require expensive options to get an export.