PDF statement extraction accepts an unlocked original statement up to 200 pages and 25 MB. Check both limits before uploading, because a short scanned file can be large and a compact text PDF can still contain many pages.
- Use the bank’s original PDF when available and confirm it opens correctly.
- Keep one account and one currency in the statement file.
- If it exceeds a limit, obtain smaller period-specific statements while preserving complete pages and clear opening and closing boundaries.
Avoid compressing a scan until amounts become difficult to read. A smaller file is not useful if the extraction loses decimal points, signs or transaction descriptions.
Preserve a complete period
When splitting source evidence, keep a record of the periods and pages in each file. Check the boundary transactions so activity is neither omitted nor imported twice.
After upload, choose Review statement and compare extraction results with the original. Passing the upload limits does not certify the extracted amounts or categories. Keep the original statement for balance and reconciliation review, including summary pages that establish the period’s opening and closing values.
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