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Bank Feeds

Use the Bank Feeds Dashboard

The Bank Feeds Dashboard provides information on financial account activity (checking account, savings account, other bank account, or credit card account) for clients who have linked their accounts to Accounting CS and lets you import transactions directly from their financial institution into Accounting CS.
If the financial institution doesn't support the direct import of transactions or if you need to import transactions that fall outside the dates supported by the Bank Feeds feature, you can download the transactions to a file, and then import the transactions from the file.
To access the dashboard, select
View
 then
Bank Feeds Dashboard
.

Available portlets

By default, the Bank Feeds Dashboard includes the Bank Feeds, Bank Account Details, and Bank Feeds Overview portlets. You can customize the views and portlets according to your needs.
Portlet name
Function
Bank Feeds
Enables you to view and modify the transactions retrieved from the financial account and approve the ones you want to import into the application.
Bank Account Details
Gives you a quick snapshot of your client's financial health and the status of connectivity to the application.
Bank Feeds Overview
Displays all your clients' financial accounts and the status of connectivity to the application. From here, you can initiate account linking for any account that isn't already linked.

This article applies to:

  • Product: Accounting CS
  • Subject: Bank reconciliation
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