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

This grid includes only the accounts for which a financial institution is selected in the Bank field on the Setup > Bank Accounts > Main tab, and a routing number is specified for that financial institution in the Setup > Firm Information > Banks screen.

• Client ID/Name. Displays the name and ID 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/Last Retrieved. Displays the amount of the last balance retrieved from the financial institution and the date the balance was retrieved.
• Status. 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.
  • 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 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.
    

    Note: If the client clicked the Disagree button by mistake, you can click the Link Account button 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.
• Link/Unlink Account. Click the Link Account button to initiate the process for linking the client's bank account to Accounting CS for Bank Feeds. The application opens the Bank Feeds - Link Account dialog, where you can specify the client email address where the application will send a registration email and the firm email address where the application will send the notification email after the client has registered and linked their bank account.

  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 client's account, click the Unlink Account button.

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