Email your bank statement in

What this is for

Banks email statements; Worklog can receive them. Instead of downloading the PDF and uploading it, forward the email — the statement appears under “Emailed in — waiting for review” on the Import Statement screen.

How it works

Open Banking, tap “Let Worklog read it”, then tap “I understand — continue”. If that screen shows an email-in address (“Or email it in”), forward your bank statement to it from the email address you log in to Worklog with — statements from unknown senders are ignored for your safety. The statement waits under “Emailed in — waiting for review”; tap “Review & import” and Worklog reads it exactly as if you had uploaded it, with you approving every transaction before anything is saved.

Good to know

• Forward from the email address you log in to Worklog with — that is how Worklog knows it is really you. Anyone on your team with Edit access to Import Statement can forward from their own login email. While the business is read-only, emailed statements are ignored.
• Worklog also checks with your email provider that the mail really came from your address. Gmail, Outlook, Yahoo and iCloud all prove this; if your provider can't, the statement is ignored, so upload it instead.
• Worklog reads a PDF or a photo this way. Password-protected PDFs are better uploaded directly, so you can enter the password on your phone.
• Once Worklog has read an emailed statement, it leaves the waiting list — even if you go back without importing. Forward it again if you need it. Tap ✕ next to one to throw it away unread.
• No email-in address on that screen? Emailing statements in isn't switched on yet — upload the PDF or a photo instead.