ORALZY
FAQ

SBI ke alawa dusre bank ka statement Bank milaan me chalega?

Excel (.xls / .xlsx) ya CSV statement kisi bhi bank ka chal sakta hai agar uski heading me Date, Credit (ya Deposit) aur Description / Narration / Particulars / Remarks column ho. PDF statement sirf SBI ke format ke hisaab se padha jaata hai. RGHS ka paisa wahi entry maani jaati hai jiske narration me "TREASURY" likha ho; baaki credits "👤 Patient payments" me jaate hain.

Where in ORALZY: Billing → Insurance & RGHS → Bank reconciliation → Bank milaan

Screen ka hint bhi SBI ka hai ("SBI netbanking → Account statement → Excel (.xls). PDF also works."). Dusre bank ka PDF na padhe to usi bank se Excel / CSV download karo. UTR narration se uthaya jaata hai (NEFT / RTGS ka UTR, UPI / IMPS ka RRN number), na mile to "Ref No./Cheque No." column se. Upload line me "→ Bank statement" aaye to file pehchaan li gayi.

Quick steps

  1. Bank netbanking se statement Excel / CSV me download karo
  2. Dekho heading me Date, Credit / Deposit aur Narration jaisa column hai
  3. Bank reconciliation me "Upload" karo
  4. "✓ … → Bank statement" line aaye to sahi pehchaana gaya

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