Converting Documents
Upload statements, checks, invoices and other documents, and check what ZeraBooks read.
Statements
Statements:
Upload documents
Upload PDFs of statements, checks, invoices and other documents on each document page. Each one is recognized, filed on its own page, read line by line and checked against its own totals.
Statements:
Bank and credit card statements
The Bank & Credit Cards page lists every statement by bank and card, splits the transactions by account and cardholder, checks them against the printed balances and lets you download them, one at a time or several together.
Statements:
How Convert proves a statement
Convert checks every account on a statement against the balances the bank printed, to the cent. Here is what the proof checks and what Proven and Needs a look mean.
Other documents
Other documents:
Checks
The Checks page reads each written check's number, date, payee, memo and amount, and proves the amount in figures against the amount written in words.
Other documents:
Invoices
The Invoices page reads every invoice in a PDF, line by line, and proves the lines against the subtotal, the total and the amount due.
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