Saved export lets you select an eligible bank export already uploaded to Documents. It reuses that source file for the transaction import workflow rather than asking you to upload a second copy.
- Select the company and financial account in Imports.
- Choose Saved export and select the intended document. Confirm its filename against the source account and period.
- Choose Read rows, then review the mapping, preview and checks against the books.
The saved-export picker is for structured text bank exports. A PDF belongs in the PDF or statement workflow, where it is extracted and reviewed through the statement process.
If the document is missing
Check that it was uploaded to the selected company and that its format is eligible. Use Open Documents or the provided document link to inspect the original record. A file in another company is not an appropriate substitute.
A saved document can have been used in an earlier import. Review history and duplicate results before committing its rows again. The fact that a file remains available in Documents does not mean its activity is still unrecorded.
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