Previously uploaded statements appear in PDF and bank statements for the selected company. Choose Review statement beside the filename to open its processing and review details.
- Confirm the company in the workspace.
- Locate the statement in the list, using pagination for older uploads. Check the filename and period.
- Choose Review statement, or use Open Documents to inspect the source record when you need more context.
The statement list shows eligible financial document formats and omits deleted documents. If a file is absent, check its company, category and format in Documents before assuming the upload failed.
Avoid a duplicate upload
If you already uploaded the statement, reopen its current status before adding another copy. A processing job or saved extraction may exist even if you left the page before seeing completion.
When reporting a missing statement, provide the filename, company and approximate upload time. Explain whether the file appears in Documents but not the statement list, or is absent from both. That distinction helps locate a classification or visibility issue without unnecessarily repeating extraction.
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