Bank Feeds - Bank Feeds Overview portlet

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Use the Bank Feeds Overview 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 Bank Feeds Overview portlet.

Note: Additional fees may apply when you use Bank Feeds for a client. See the Bank Feeds overview article for details.

Fields & buttons

Click this button to update the information in the Accounts grid. The application displays the most up-to-date information, including new client and account rows, updated account statuses, etc.

This grid includes an overview of all financial accounts.

  • Client ID. Displays the ID of the client (as entered in the Setup > Clients > Main tab) associated with the bank account.
  • Client Name. Displays the name of the client (as entered in the Setup > Clients > Main tab) associated with the bank account.
  • Bank Account. Displays the description of the bank account (as entered in the Setup > Bank Accounts screen).
  • Retrieved Balance. Displays the amount of the last balance retrieved from the financial institution.
  • Last Retrieved. Displays the date of the last retrieval from the financial institution.
  • Status. Displays the link status of the account.
  • Link/Unlink Account. Click the Link Account button to initiate the process for linking the bank account to Accounting CS for Bank Feeds. The application opens the Bank Feeds - Link Account dialog, where you can specify the account holder email address and the return notification email address.

    If a bank account has already been linked for Bank Feeds, the label for the Link Account button changes to Unlink Account. If a situation arises where you need to unlink the bank account, click the Unlink Account button.

  • Refresh Account. To ensure that the bank feeds data is up-to-date and ready to be retrieved into Accounting CS, click this button.

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