Bank Feeds Dashboard

Show expandable text

The Bank Feeds Dashboard provides information on financial account activity (checking account, savings account, other bank account, or credit card account) for clients who have linked their accounts to Accounting CS and enables you to import transactions directly from their financial institution into Accounting CS. If the financial institution doesn't support the direct import of transactions or if you need to import transactions that fall outside the dates supported by the Bank Feeds feature, you can download the transactions to a file, and then import the transactions from the file.

Choose View > Bank Feeds Dashboard.

Available portlets

By default, the Bank Feeds Dashboard includes the Bank Feeds, Bank Account Details, and Bank Feeds Overview portlets. You can customize the views and portlets according to your needs.

Portlet name Function
Bank Feeds Enables you to view and modify the transactions retrieved from the financial account and approve the ones you want to import into Accounting CS.

For details, see the Bank Feeds portlet.

Bank Account Details Gives you a quick snapshot of your client's financial health and the status of connectivity to Accounting CS.

For details, see the Bank Account Details portlet.

Bank Feeds Overview Displays all your clients' financial accounts and the status of connectivity to Accounting CS. From here, you can initiate account linking for any account that is not already linked.

For details, see the Bank Feeds Overview portlet.

Was this article helpful?

Thank you for the feedback!