Workbench
Review client uploads and extract data from bank statements
2
Pending Review
1
Bank Statements
1
Approved
All Uploads
Click "Extract Data" on bank statements to automatically pull transaction data.
| Document | Client | Category | Status | Uploaded | Actions |
|---|---|---|---|---|---|
Bank Statement - HSBC - March 2024.pdf 1.18 MB | Graphite IT | Bank Statements | Approved | 12 Mar 2024 by James Murphy | |
Sales Invoices Q4.zip 5.41 MB | Graphite IT | Invoices | Pending | 28 Mar 2024 by James Murphy | |
Receipt - Office Supplies.jpg 228.52 KB | Graphite IT | Receipts | Pending | 27 Mar 2024 by James Murphy |