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PS Cashbook

Login to Bank Feeds

Summary

How do I login to Bank Feeds?

Detailed Description

If you receive the Information message: ' There are no unprocessed transaction to be imported.' or it appears Bank feeds are not bringing in your transactions, you my have been logged out and you will need to log back in. Following these instructions to manually login:

  • Click on the Setup > Bank Feed Setup menu option.

  • Click on the Login button.

  • Enter your Email Address:
  • Enter your (bank feeds) Password
  • Note: your password was created as part of the bank feeds Registration process.
  • Click on the Login button.     

 

 

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