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Upload the CSV File

After reviewing the CSV file, upload it to CBOS.

To upload a CSV file:

  1. From a web browser, log on to CBOS.
  2. From the Reports menu, under Bank Links, select Manual Adjustments.

    The Manual Adjustments window opens.

  3. In the Adjustment Module section, select File Upload.

    The File Upload window opens.

  4. From the File Upload Module section, select Choose File to open the file explorer.

  5. Navigate to and select the file, and then select Upload.