Importing Aspire Account Statements to Accurate
To import your Account statements from Aspire, Admin and Finance users can follow the steps below:
On your Aspire dashboard, click "Data Export" in the left navigation bar (web app) or click "Menu" and choose "Data Export" (mobile app).
Click on "Account Statement", and then under the export format, select "Accurate" Format
Click on "Export"
Log into your Accurate Account
Create a "Smart Link E-Banking" for your account in Accurate from "Cash and Bank" section
Select 'Accurate Online Format' in Internet Banking Type
Add a new Bank Account Number
Add your Aspire account in Bank Relations
Import the bank statement in "Bank Statement" section of "Cash and Bank"
Click on "Import Data" after selecting the newly created bank link
Select the file that you downloaded from Aspire
Import into your Accurate account
Importing Aspire Bills to Accurate.id
By using the Export Data feature in your Aspire account, you can seamlessly integrate your Aspire Bills data with Accurate for payables tracking, reconciliation, and reporting.
To do this, Admin and Finance users can follow the steps below:
Navigate to "Export Data" on Aspire and select "Bills"
Select the relevant filters in case you want to filter the data for your export and then select the Accurate Format to export your bills
Sign into your accurate.id account and navigate to the "Purchases feature" in Accurate
Click on "Purchase Invoices" and then click on "List Icon" on the top left
Click on "Import from File" and then import the .CSV that you downloaded from Aspire
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.