CSV file upload nahi hoti, text paste karna hota hai. Header pehchaane jaate hain: Date · Description / Narration · Ref / UTR / Cheque · Debit / Withdrawal · Credit / Deposit · Balance. Milaan ka niyam: pehle UTR / reference + amount (₹1 ke andar) same ho to "exact"; warna amount (₹0.50 ke andar) aur date ±2 din wala payment. Sirf credit (aaya hua paisa) lines milti hain; debit lines "ignored" ho jaati hain. Refund wale payment nahi gine jaate. Ye RGHS claim ka milaan nahi hai — uske liye Billing → Insurance & RGHS → Bank reconciliation. Mobile par sirf imported statements ki list dikhti hai, import / auto-match web se.
Bank statement CSV import karke payments se milaan kaise kare?
Setup → Integrations → Payment Links & Bank → "Bank Reconciliation" → "Import CSV" → Bank Name, Account No, Alias bharo, bank export ka CSV text paste karo → "Import & Parse". Phir statement row par "Open" → "Auto-match" — app credit lines ko darj payments se milata hai aur "Matched: X exact + Y by amt/date · Z unmatched" batata hai.
Where in ORALZY: Setup → Integrations → Payment Links & Bank · "Bank Reconciliation" tab
Quick steps
- "Bank Reconciliation" → "Import CSV"
- Bank Name, Account No, Alias bharo
- Bank ka CSV text box me paste karo → "Import & Parse"
- Statement row par "Open"
- "Auto-match" dabao aur result dekho