1. Navigate to Bank Feeds

2. Show Transactions

Select the relevant account and click Submit to show transactions.

3. View Account Details

Now you are able to view all the transactions for the corresponding account. Please note that displayed transactions are month to date, based on the global date setting in the top right of the screen.

And click the yellow button at left to book journal entries, as necessary, to account for the transactions.

After a transaction has been accounted for, the yellow button will change to a green check button.

Did this answer your question?