Bankstatements.com.au integration

Bankstatements.com.au is a service completely independent of Salestrekker that provides a link to the banks for easy extraction of up to 6 months of the original bank PDFs, latest transaction list and the summary of income and expenses.

Firstly, go to their site and get an account. Bankstatements.com.au will provide you with a 4-character code (for example: https://bankstatements .com .au/r/b/XXXX < the last 4 digits in the URL link will be your code). Make sure you request setup where you receive 6 months of statements and the summary documents.

Once you have the code, go to Settings > 3rd party appliactions. At the top of the page there is a list of services Salestrekker integrates with. Switch on the button on the bank statement option.

A new dialog will ask you to enter your bankstatements.com.au code. Once you add code, click on 'Save' button.

Bank statement integration is now functional. Click here to see how to use this integration to automatically save bank statements in client's file in Salestrekker.

Salestrekker Pty Ltd is in no way responsible for the service provided by bankstatements.com.au.