FAQ
      Back to home
      1. Support Center
      2. CAPS+
      3. FAQ

      How can I upload my credit card statement to record transactions in CAPS+?

      1. Reach out to CAPS+ Support to set up your system for credit card uploading.
      2. Once you're set-up, click the Credit Card section in the left navigation menu and select CC Entry. 
      3. Go into Open Statements.
      4. Click Upload to upload your statement.

      Note: Not all credit card companies format their files in a way that will allow this functionality.