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1. Create a folder to store the statement files
   

   Multimedia
   name Create a folder.mp4 width 50% height 50%

2. Set general preferences
   

   Multimedia
   name General Preferences.mp4 width 50% height 50%

3. Customise roles

4. Set up Bank Account Configuration records for every bank account
   
   

   Info
   Steps 5 to 7 are optional

5. Set up Multiple Statement Configuration records if you want to import one file for multiple bank accounts

6. Create Custom Matching rules and Payment Difference Reasons
7. Set up direct bank feeds.

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