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Bank Feeds

Bank Feeds - Update a linked account

If the account holder has already linked their account, but the information is outdated or needs to be updated for any reason (for example, the password or multi-factor authentication questions need to be updated), you can use the
Bank Feeds - Update Account
 screen to request that the account holder update their account information. This window opens automatically when you try to retrieve data in the Bank Feeds portlet and the application determines that the account information needs to be updated.
  1. In the Account Holder Email Address section, select the account holder’s email address.
  2. In the Return Notification Email Address section, enter the email address for the staff member who should be notified when the account holder has finished updating their account information.
  3. Select
    OK
    .
  4. The application sends an email to the account holder requesting that they update the account information. Instruct the account holder to open the update email then select
    Update Now
     to begin the update process in their internet browser. The staff member specified in step 2 will receive an email message when the account has been updated.

This article applies to:

  • Product: Accounting CS
  • Subject: Bank reconciliation

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