A Guide to Uploading PDF's

A Guide to Uploading PDF's

Navigating the world of digital document processing is crucial for a smooth and accurate experience. Before reaching out to our support team with any concerns about PDF readings, check out this troubleshooting guide to tackle common issues like missing pages, poor scans, and transaction inaccuracies. 

Missing Pages
When pages go missing in financial statements, it's like trying to solve a puzzle with key pieces missing. Each page holds important info, and if something's skipped, it messes up our understanding of transactions. Whether it's details on a transaction, terms, or context, missing pages can lead to incomplete and potentially confusing interpretations. Make sure all pages are in place to keep your data interpretation process precise and reliable.

Poor Scans
The quality of your PDFs is a big deal for accurate data interpretation. Low-quality PDFs can mess up scans, resulting in mistakes during data processing. If your PDFs are blurry or unclear, it messes with how the software understands transactions, potentially leading to errors. To get the best results, upload PDFs that are clear, accurate, and have clean imaging for a smooth and error-free processing experience. See our guide on PDF Quality vs. FraudFindr Output.

Out-of-Order Statement Dates
Out-of-order statements can throw a wrench in your data processing journey, causing confusion and potential inaccuracies. The order of pages within financial statements is crucial for making sense of transactions. But don't worry - our software has an auto-population feature to make entering data a breeze. And if you need to shuffle things around for the right order, our system lets you do it effortlessly. By keeping pages in the correct sequence, you'll get the most out of our software, ensuring accurate interpretation of your data.

Inaccuracies in Transaction Date vs Statement Date
Sometimes, transaction dates might spill over into the next statement period, causing a bit of confusion. For instance, a transaction on 3/31 in a 3/1-3/31 statement period might show up in the next 4/1-4/30 period due to a delay in posting. No worries, though – our development team is on it, actively working to detect and adjust for these instances. We're making sure your calculations are spot-on, even in these tricky situations.

Checking for missing pages, ensuring high PDF quality, managing out-of-order statements, and understanding the nuances of transaction dates can significantly enhance your experience with our software. Our aim is to empower you with the knowledge to tackle potential challenges independently. However, if you find that the suggested solutions do not resolve your concerns, don't hesitate to contact our support team. We're here to assist you and ensure your journey with our software is as seamless as possible. Your satisfaction is our priority, and together, we can navigate any complexities to achieve optimal results.
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