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Internal Employees
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
- The Firm Bank Status portlet includes only those bank accounts for which a routing number is specified for the bank in the Setup > Firm Information > Banks screen.
- Additional fees may apply when you use Bank Feeds for a client. See the Bank Feeds overview article for details.
You can use the button in the Action column to link an unlinked account or to unlink a linked account.