Want abiliti to paste into Smart Matching Data Entry sheet

There does not seem the ability to paste data directly into the Data Entry screen. My SMSF bank does not support automatic uploading of transaction data. It would help if I was able to copy data from the bank transaction summary screens and then paste into Data Entry.

Hey @Lloydy

Using the Data Entry Spreadsheet you can copy from a spreadsheet (Ctrl + C) and Paste (Ctrl + V) directly into SF360.

Check out this help link for more information:

What type of bank is it if they will not give you your transaction data as a CSV file or a spreadsheet? If you get a spreadsheet (.xls or .xlsx), you can always save it as a .csv file and then upload it into SF360. Hope his helps as well as Anthony’s answer!