Bank Feeds - Firm Bank Status portlet

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Firm Bank Status portlet to view all your clients’ bank 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.

Notes

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

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