How to get started?

This manual describes how to get started with the Bankfeed product and how to carry out your daily transactions.

Bankfeed permission sets

If a user working with Bankfeed does not have the SUPER permission set, then the Bankfeed permission set must be assigned.

Bankfeed user Role

In the standard Accountant role, actions and links to records and documents are added
additionally.

In the Action Pane Bankfeed section.

In the Activities area Bankfeed pages, notifications and other information is added:

Connected Bank Accounts – shows how many bank accounts are connected to the Bankfeed.

If you click the number, you will see detailed information about the connected bank accounts.

Statement Lines – shows how many unposted Statement lines are uploaded. If you click the number page, "Statement Lines (Bankfeed)" will open.

Journal Lines - shows how many unposted transactions are in the journals. Which journal lines will be calculated (payment, cash receipt, payment reconciliation) depends on the journal chosen in the assisted setup.

By clicking the number, you will open the list of the journal batches (if more than one journal batch is used).

Only “Bankfeed” journal batches are shown.

Bankfeed Errors Today

Log Errors – shows how many errors the functions "Process Statement batches (Bankfeed)" had today.

By clicking the number, you will open the "Log Errors" page and will see all the detailed information about the errors that occurred.

Job Queue Log Errors – shows how many errors the Job queue entry, which is running function "Process Statement Batches", had today. If you click the number, the job queue log entries with detailed information will open.

Bankfeed Process

Process Statement Batches – this button will run the "Process Statement Batches (Bankfeed)" function.

Bankfeed History

Posted Statement Lines – this button will open the "Posted Statement Lines (Bankfeed)" page.

Statement Batches – the button will open the page "Statement Batches (Bankfeed)".

Bankfeed Setup

Setup List – this button opens the list of all Bankfeed setups in one place.

Bankfeed Help

• Videos – You will find Bankfeed videos here.
• What's New – link to What's New documentation.
• User Manual – link to Bankfeed user manuals.
• FAQ – link to FAQ area.