Bank Feeds - Firm Bank Status portlet

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Use the Firm Bank Status portlet to view all your clients’ financial accounts (checking accounts, savings accounts, other bank accounts, and credit card accounts) and the status of connectivity for each to Accounting CS. From here, you can initiate account linking for any account that is not already linked.

Open the Bank Feeds Dashboard and then click the view that contains the Firm Bank Status portlet.

The grid displays the last balance retrieved from the bank for each account, the date the balance was retrieved, and the linking status.


You can use the button in the Action column to link an unlinked account or to unlink a linked account.

Related topics

Bank Feeds overview

Bank Feeds Dashboard

Share This