Product user manual

Bank Statements | Rabbit Accounts User Manual

Use this page to understand where Bank Statements fits in Rabbit Accounts and what operators should expect on the screen.

Rabbit Accounts Need technical behavior, source use cases, or Playwright evidence? Open the linked use-case page.
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Bank Statements

Bank Statements supports account selector, file upload, parse preview, import, validation and duplicate handling.

Entry pathBank nav > Bank Statements
Route/bank-statements
Technical detailOpen the use-case page
Before you start

Prepare the screen context

  • Sign in and make sure the correct business is selected.
  • Import or refresh bank activity before you review reconciliation or statement results.
What you can do here

Primary tasks

  • Account Selector
  • File Upload
  • Parse Preview
  • Import
  • Validation And Duplicate Handling
Key areas on the screen

What to look for first

  • Use the visible filters, summary cards, tables, and actions on this page to complete the workflow.
Related pages

Next places to go