Using Bank Feeds

Once the bank account is linked, you bring in new transactions by choosing Command>Load Bank Statement, selecting the relevant bank account, and clicking the Fetch Transactions button.

From time to time, additional authentication may be required, in which case a window will pop up to obtain a current password or answer to a security question for the account. When this happens, fill in the required information, click close, and then wait a few minutes for the bank site to be revisited before clicking Get Transactions again.

Notes:

• Auto-allocation rules will be applied to downloaded transactions;
• Only the latest three months of transactions are available. If you want older transactions you will need to download the corresponding bank statement;
• The bank transaction data is updated daily. There is no point in trying to download new transactions using bank feeds more than once a day. If you want verification that a customer has paid you within the last hour, you will need to log into your bank's web site.