Home Intercompany Reconciliation Which file formats are accepted for statement uploads?

Which file formats are accepted for statement uploads?

Last updated on Sep 08, 2026

Short Answer: The uploader accepts CSV, XLS, and XLSX files for statement uploads.

PreRequisites

  1. Have the statement file saved as CSV, XLS or XLSX

Steps

  1. On the reconciliation setup page locate the 'Upload file' drop zone in the statement card.
    'Upload file' area shows accepted formats CSV, XLS, XLSX.

  2. Click the drop zone and select a CSV, XLS or XLSX file to upload.
    File uploads and appears in the statement card.

Troubleshooting

  1. Upload fails or file is rejected.
    LikelyCause: File is not in CSV/XLS/XLSX format or is corrupted.
    Action: Convert or re-save the file in CSV, XLS or XLSX format and try again.