Bank Feeds Dashboard

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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.

The Bank Feeds Dashboard provides information on bank account activity for your clients who have linked their accounts to Accounting CS and enables you to import transactions directly from the client’s financial institution into Accounting CS.

Choose View > Bank Feeds Dashboard.

Available portlets

By default, the Bank Feeds Dashboard includes the Bank Feeds, Client Bank Status, and Firm Bank Status portlets. You can remove any or all of them.

Portlet name Function
Bank Feeds Enables you to view the transactions retrieved from the client's bank account and approve the ones you want to import into Accounting CS.

For details, see the Bank Feeds portlet.

Client Bank Status Gives you a quick snapshot of the your clients' financial health and the status of the account connectivity to Accounting CS.

For details, see the Client Bank Status portlet.

Firm Bank Status Displays all your clients' bank 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 Firm Bank Status portlet.

Related topics

Bank Feeds overview

Using the dashboards

Working with portlets

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