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PS Cashbook

Process Imported Bank Statements with Bank Feeds

Summary

Why do I not have the option to process imported bank statements with bank feeds (Step 5. Finalise the imported bank statement ...)?

Detailed Description

If you are currently using Bank Feeds or you have tried to register a bank account for Bank Feeds you will not have the option to Process other bank accounts statements/transactions that are imported via the Import Bank Statement wizard with Bank Feeds. (i.e. Transactions > Import Bank Statement Wizard menu option.)

For example:

If you have registered a bank account for Bank Feeds but were unsuccessful with your registration you can unlink the bank/s from Bank Feeds.

  • Click on the Chart toolbar icon.
  • Click on the Bank tab.
  • Click on the bank account, so it is highlight blue.
  • Click on the Edit button.
  • Click on the Unlink Bank Feeds button.
  • Click on the OK button to close.

 

 

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