Bank Feeds - Client Bank Status portlet

Alerts and notices

Use the Client Bank Status portlet to get a quick snapshot of your clients’ financial health and the status of the account connectivity to Accounting CS.

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

Fields & buttons

Select a client to see the bank feeds accounts and status for that client. The drop-down list includes all clients for whom one or more bank accounts have been set up and are available for Bank Feeds. For those accounts, a financial institution is selected in the Bank field on the Setup > Bank Accounts > Main tab, and that institution is associated with one for which a routing number is specified in the Setup > Firm Information > Banks screen.

Click this button to update the client's information. The application displays the most up-to-date information, including newly linked accounts for the client, updated account statuses, etc.

Displays the description of the bank account (as entered in the Setup > Bank Accounts screen).

Displays the amount of the last balance retrieved from the financial institution and the date the balance was retrieved.

Displays the link status of the account.

  • Unlinked – The account is not linked for Bank Feeds. To initiate the linking process, click the Link Account button in the Firm Bank Status portlet or the Setup > Bank Accounts > Main tab.
  • Linked – This account has been linked for Bank Feeds. In other words, the client received the registration email and completed the linking process.
  • Invite Pending – A registration email has been sent to the client, but the client has not yet linked their account. The registration link in the email is valid for three (3) days. If the client does not link their account within that timeframe, you will need to send a new registration email.
  • Invite Expired – A registration email was sent to the client, but the client did not register within the allotted time period (3 days). You can click the Link Account button in the Firm Bank Status portlet or the Setup > Bank Accounts > Main tab to send a new registration email to the client.
  • EULA Declined – The client clicked the registration link in the email, but they clicked the Disagree button in the Software License Agreement screen. The client will not be able to link their account if they do not click the Agree button. Show me.
    license agreement

    Note: If the client clicked the Disagree button by mistake, you can click the Link Account button in the Firm Bank Status portlet or the Setup > Bank Accounts > Main tab to send a new registration email to the client.

  • Action Required – The client's linked account needs to be updated (for example, the login credentials or multi-factor authentication questions need to be answered). The next time you retrieve data for this account, the application will open the Bank Feeds - Update Account dialog, from which you can send your client an email asking them to update their account information.
  • Update Pending – An email has been sent to the client requesting that they update their account information, but the client has not yet updated the information. The update link in the email is valid for three (3) days. If the client does not update their account within that timeframe, you will need to send a new update request email.
  • Update Expired – An email was sent to the client requesting that they update their account information, but the client did not update the information within the allotted time period (3 days). You can send a new update request email by initiating the data retrieval process.

Related topics

Bank Feeds overview

Bank Feeds Dashboard

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