---
title: "How to...?"
slug: "how-to"
updated: 2026-08-26T10:33:20Z
published: 2026-08-26T10:33:20Z
canonical: "instrukcijos.softera.lt/how-to"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://instrukcijos.softera.lt/llms.txt
> Use this file to discover all available pages before exploring further.

# How to...?.

In this manual chapter we will put all most frequently questions we get from our clients on how to…?

## How can I Reconnect the Bank account?

If you had connected your bank accounts before and they were disconnected or the expiration date is coming soon, you need to reconnect it.

1. **If bank accounts connection had expired**, you need to follow these steps:

- Type "**Get Started with Bankfeed**” in **Search** or click a button in **Bankfeed Help & Support** list**:**

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/gets.png)

- After welcome message click **Next**:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/Screenshot 2026-06-15 154345.png)

- In the next page **Country/Region** **Code** is filled by default, with Company information, in **Name Filter** field enter the Bank name or part of it and click **Enter**. Select the Bank institution and the correct provider in the list and click **Next**:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/Screenshot 2026-06-15 154526.png)

- If the provider is “**Default**” select **Download pattern** value (yesterday or period if you are missing few days statements). If you select Period, you also have to enter the Request Frequency and Number of Days (for how many days a bank statement should be formed). If the connected bank accounts are multi-currency accounts, select **Multi-Currency Account** and click **Next**

- If the provider is “**SaltEdge**” or “**Ponto**” select **Start Date** that you want to receive transactions from and click **Next**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/Screenshot 2026-06-15 155101.png)

Further, proceed with bank authorization, and then it's done click **Finish**.

1. **If bank accounts connection expiration date is coming soon**, you could use connection method mentioned above or please follow these steps:

- Open **Connected Bank Accounts** in Role Center, or **Accounts (Bankfeed)** using **Search**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/Screenshot 2026-06-15 160005.png)

- Select the connected bank account line and click **Reconnect Account** in the action pane.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/Screenshot 2026-06-15 160118.png)

- Assisted setup for connection, with saved bank connection values will open, check it, change if needed and go through further bank connection process.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/Screenshot 2026-06-15 160236.png)

- Proceed with bank authorization, and then it's done click **Finish**.

## **Where can I see connected Bank Accounts?**

To see connected bank accounts open **Connected Bank Accounts** page or Accounts (Bankfeed).

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-7GIDD3OH.png)

To update the Connected Bank Accounts list and it’s statuses use the function “**Refresh Accounts**”.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/refresh acc.png)

Connected Bank Accounts should have a Connection Status **Connected**.

If the lines are in red, it means that the connection is lost, and you most probably need to reconnect the account.

## How can I Disconnect Bank Accounts?

To disconnect a Bank Account, open the **Connected Bank Accounts** page.

Select the line and click **Disconnect**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/disconnect.png)

If you want to **Disconnect all accounts** at once or you are using US Provider Plaid for the Connection, type in the **Search “Bankfeed Links”** or open **Links** in the **Bankfeed** section:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-OJAMKXHA.png)

Open **Connections (Bankfeed)**

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-MOTV8P2C.png)

Select the line with the Connection you need and Click **Terminate**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-W1OMF2FK.png)

Function **Terminate** will remove the connection and disconnect all the connected bank accounts.

## How to Update Bank Account Status?

Field Connection Status in the Connected Bank Account page shows the status of the Connected Bank Account.

- **Connected** - account ir connected and valid.
- **Offline** - account is disconnected or experiencing errors.
- **Disconnected** - account is disconnected by the user.

Connection Status field is updated at the moment the function **Refresh Accounts** runs (you can run it manually or schedule it).

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-YSPD0TX5.png)

## **How to Move from Sandbox to Production?**

If you had your trial in Sandbox and plan to move your connections to the Production environment without disconnecting and connecting bank accounts once again, you need to follow these steps:

In the Sandbox:

1. Open **Setup List (Bankfeed)** > **Connections (Bankfeed)**.
2. Select the Connection you want to transfer.
3. Click **Connection** > **View Access Token**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-TQY2SII1.png)

1. You will see an **Access Token**, which you need to **Copy**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-0GWCFM8V.png)

1. To stop pulling transactions to the Sandbox, **Delete** the Connection (1) or put the **J**ob Queues Entry running **Job Scheduler** on **Hold** (2).

(1)

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-CC8IAUUE.png)

(2) ![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-3UO6I1XM.png)

In The Production:

1. Open **Setup List (Bankfeed)** > **Connections (Bankfeed)**.
2. Click **Home** > **Create Connection.**![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-9T3HIA2G.png)

Click **Next**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-DLNNGG63.png)

1. Select the Provider used for Connection in the Production environment and click **Next**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-1736779806843.png)

Select **Yes (I will provide the API key)** and Copy the Access Token you copied from the Sandbox into the field **API Key**.

If Default Provider used:![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-3C4MUN6S.png)

If Plaid Provider used, also copy the Access Token and select other information.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-A260JDZE.png)

1. Select the **Organization** and click Next.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-0XQD8WIS.png)

1. Click **Next**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-CSFOG8OV.png)

1. **Link** Connected Bank Account to BC Bank Account Card and click **Next**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-IQ4T1PXQ.png)

1. Click **Finish**.
2. Open **Integration Setup (Bankfeed)** > Actions > **Daily Background Jobs**. Click on Actions > Create Scheduler Job to make recurring job running in the background in Production.

## **Why the money transfer transactions between bank accounts are imported twice? How to solve it?**

First, looking from the Bank statement side, you will see that money transfers from one account to another are seen in both bank account statements, so when Bankfeed uploads these statements, it seems like these transactions are duplicated, but this is because operations are in both bank accounts, one in a debit transaction, one in a credit.

To avoid duplicate transactions in BC accounting, you could delete one and post another, but we suggest another easier way.

Use an interim General Ledger account for such transactions. Create or use an existing one. Make setup by the text of such transactions in the **Text-To-Account Mapping (Bankfeed)** table if the text is repeated.

For example:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-BWBZVFLF.png)

How transfers between bank accounts in the Payment journal looked before Text-To-Account Mapping (Bankfeed) setup:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-CDNND1NN.png)

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-NG6UTAKZ.png)

In this scenario you need to delete one transaction.

After **Text-To-Account Mapping (Bankfeed)** setup transactions in Payment journal look like:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-M8RYVHEJ.png)

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-MPZTAHY7.png)

No need to delete any transactions.

## **Why must I create an Account and Organization, and how should I do it?**

After the Bankfeed installation, when the assisted setup "Get Started with Bankfeed" is run, depending on the chosen Bank Institution and the Provider (Payment Service Provider—Bankfeed partner, which API is used for the connection), you might be asked to create a user account and an organization. This is needed for your secure connection to the selected Bank Institution. Also, your provider email will be used to inform you about errors in the bank or on the provider's end.

If you will need to create a user account and an organization, here are some recommendations from our side:

1. For **Accounts**, use the general company email, which is reachable for users who will be working with Bankfeed. We do not recommend using personal emails because employees may change, leave the company, or be out of the office and do not get notifications from Bankfeed. If you need to add another email to the company account/login, please get in touch with our team at [support@bankfeed.com](mailto:support@bankfeed.com) for help.
2. For **Organizations**, enter your company information correctly, whether you are just testing or going live. If you use the company tax number or registration number once, you will not be able to create it again, so the recommendation is always to use the correct information in this step.

Remember that we create one account and organization for testing and live Bankfeed versions. There is no need to make separate ones. If you try doing this, you may have problems creating duplicated organizations or accounts.

## How to update the Bankfeed app version?

> [!NOTE]
> **Information**:
> 
> It's important to note that users who want to update an app must have the necessary permissions to do so. Not all users have these permissions. If you do not see the Admin Center option in your role center, please reach out to your administrator to request the app update.

To update Bankfeed app version to the newest one, you need to follow these steps:

1. Open **Admin Center**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-YPC4HSKO.png)

1. Select the **Environment** you want to update.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-X2U0AQJV.png)

1. Click on **Apps**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-YIEVUTCY.png)

1. Find Bankfeed app **Bankfeed - Bank Statement Import & Reconciliation** and click on **Action required**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-5BJVCCX0.png)

1. Click **Update to the latest**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-H0DD4FV1.png)

1. Select the options and Confirm App update with **Yes**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-4W1FPPVR.png)

## How to schedule and check the Bankfeed job queue?

For checking if the job queue **Schedule Daily Background Jobs (Bankfeed)** is set up correctly or scheduling it:

Open **Links**:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-IOUYTLZ6.png)

Select **Job queue entries**:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-MIKTIDEB.png)

Locate the job queue entry **Schedule Daily Background Jobs (Bankfeed).**

Click “**Set On Hold**” and “**Edit**”.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-XEQBWKJZ.png)

Adjust the job queue's **Earliest start date/time**. The date should be set for **tomorrow**, the processing time must be set during the night (between **12:00 AM** and **3:00 AM**). After adjusting the job queue, click **Set status to Ready**:![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-PJPQE6U1.png)

After adjusting the processing time, check if the time remains unchanged after setting the status to **Ready**. Also, ensure that the checkbox in the **Scheduled** field is selected. ![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-NPREREXD.png)

This job queue must be processed overnight to schedule refreshing accounts, updating account balances and getting bank transactions jobs. Jobs start time may vary.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-LGTMH68L.png)

## How to update your customized Role Center with new Bankfeed Activities?

If you are using a customized Role Center and have previously added Bankfeed Activities to it, please proceed to add new Bankfeed Activities.

Here are the steps you need to follow:

1. **Add the dependent app:**

{

"id": "ba72b597-fd57-4f2a-a89c-fbabd453f32f",

"name": "Bankfeed - Notifications",

"publisher": "Softera Baltic",

"version": "100.10.0.0",

}
2. **Update the Role pages where Bankfeed Activities were previously added**.

You should change or add activities in the following order (it is recommended to maintain this sequence):

part("SLEN Notif. Inbox Part"; "SLEN Notif. Inbox Part")

{

ApplicationArea = SLENNotifications;

}

part("EOMDB Bankfeed Activities"; "EOMDB Bankfeed Activities")

{

ApplicationArea = All;

}

part("EOMDB Bankfeed Knowledge"; "EOMDB Bankfeed Knowledge")

{

ApplicationArea = All;

}

By following these instructions, you can successfully update your customized Role Center with new Bankfeed Activities.

### How to connect bank accounts through SaltEdge?

To begin the assisted setup, type "**Get Started with Bankfeed**" in **Search**, or navigate to the **Setup List** and select "Get Started with Bankfeed."

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-V0EOEWQR.png)

Search for the Bank Institution in the list.

**Country/Region** Code is filled by default, with Company information, but you can change it, if needed.

**Name Filter** enter the Bank name and click Enter.

Select the Bank institution with **provider SaltEdge** in the List and click **Next**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-M9QW2L9D.png)

If it’s your first time connecting accounts via “**SaltEdge**” in the window „**Do you have an account?**” choose “**No (I do not have customer ID)**”. Click **next** and enter company information if it’s not filled automatically.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-F6MF7SPQ.png)

Select the **Start Date** from which the bank transactions should be uploaded and click **Next**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-W5KTCUHD.png)

Further, get through the bank connection process, **Confirm**, and **Agree** to access the bank information needed.

After the connection to the bank is established, you may be asked to link the **connected bank accounts** to the **existing bank account cards in Business Central**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-NQHL99CJ.png)

When the bank is connected, you will get the **Well done!** message. Click **Finish**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-DRQ0O8P2.png)

Please repeat the same steps if you want to connect more bank accounts.

### How to change transaction synchronization times?

Once the accounts are connected, you can select **up to four times** at which transactions will be received.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-DTL8CH3S.png)

Select the bank account for which you want to change the transaction times, then click **Edit**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-IVBI5FV2.png)

In the opened window, find **Transaction Sync. Times** and enter the times separated by the “**|**” symbol.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-EIDQ9GXM.png)

### How to connect bank accounts through Ponto?

First of all, open your BC, then open **Links** and open **Providers** (Bankfeed). In the opened window find **PONTO**, edit list if needed and mark it as **checked**:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-IUOEC8ZQ.png)

Go back to the main BC screen. Click “**Get Started with Bankfeed**“:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-T4C8T2ZN.png)

Search for the Bank Institution in the list.

**Country/Region** Code is filled by default, with Company information, but you can change it, if needed.

**Name Filter** enter the Bank name and click Enter.

Select the Bank institution with **provider Ponto** in the List and click **Next**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-LQBBGB3G.png)

Choose the **Environment** and select the **Start Date** from which the bank transactions should be uploaded and click **Next**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-5IUKZ96S.png)

Enter **Company information**.

> [!NOTE]
> **Information**:
> 
> You should provide the phone numbers and emails that the user actively uses and will continue to use in the future for login and verification.
> 
> Ponto sends confirmation codes to the email when creating an account. It will also send messages to the phone every time user logs in to Ponto.
> 
> Information must be valid and up to date.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-1NEXBIMS.png)

In the opened window enter **bank name**, and select **country**:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-AT1XY3B1.png)

In the next window enter the **Company information**:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-F51GHIPB.png)

After clicking continue you will be asked to check your **Email** inbox, enter the **Verification Code**.

Then Ponto will redirect you to bank. Enter your login credentials.

After it it will ask you to choose which accounts you want to connect, click “**+**” to the account you want to connect and continue:

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-9ZBZQEW5.png)

After that the window will disappear. Go back to **BC** and click **Next:**

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-0E7QB25K.png)

After the connection to the bank is established, you may be asked to link the **connected bank accounts** to the **existing bank account cards in Business Central**. After linking accounts, click **next** and in the next window - **finish**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-E4DEY0NT.png)

Please repeat the same steps if you want to connect more bank accounts

### How to disable AI Recognizers in Bankfeed?

If you prefer not to use AI recognition, you can turn it off and rely solely on the internal Bankfeed recognition.

To disable one or all of the AI recognizers, navigate to **Links** > **Recognizers (Bankfeed)** and select either “**Dry Run**” or “**Disable**” for the relevant recognizer.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-NC4YDB7A.png)

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-G5H0FZ23.png)

| Activity type | Description |
| --- | --- |
| **Dry Run** | Choose this option if you want to see the AI recognition results in the journal Factbox. Please note that the results will not be accepted in the journal line. |
| **Disable** | Choose this option if you want to prevent your data from being sent to and analyzed by the AI recognizer. This option will not allow to use AI recognition. |

> [!NOTE]
> **Information**:
> 
> Currently, there are two AI recognizers available: “AI v1” and “AI v2.” To completely stop using AI recognition, you need to disable both of them. Additionally, be sure to disable the “Orchestrator,” as it selects the best results and is not needed when AI recognizers are disabled.

### How to disable Telemetry Data Exchange?

If you would like to stop sharing your BC company data, such as Bankfeed error timestamps and job queue run times, you can disable this feature at any time.

To do this, follow these steps:

1. In the BC search bar, type “**External Data Setup (SLE)**”.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-16HQAPV9.png)
2. Uncheck the box next to “**Enable**.”

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-DLV31A3E.png)

> [!WARNING]
> **Warning**:
> 
> Disabling telemetry data exchange may limit the Bankfeed team's ability to provide proactive and high-quality support.

### How to change which date Value or Booking date will be used in Transactions?

For some bank accounts, we need to use the **Value date**, while for others, the **Booking date** is more appropriate.

In **Integration Setup (Bankfeed)** there is a single global setup for all bank accounts in field “Operation Date Source”.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-XCF9YM33.png)

If you want, you can configure this setup separately for each bank account, allowing for different handling of Booking and Value dates.

The date to be used is specified in the Account card under the field “**Operation Date Source**”. By default, this setup is set to “**Default (Booking)**”.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-ZRGPNBE9.png)

To see which dates are used in a transaction, you can refer to the Statement Lines in Bankfeed.

- “**Value Date**” will show the transaction Value date
- “**Booking Date**” will show the Booking date
- “**Operation Date**” will display the Booking date if the setup is set to “Default (Booking)” or “Booking”. However, it will show the Value date if the setup is configured for the “Value date”

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-YXMTCO4O.png)

### How to setup Text-to-Account mapping setup for custom fields?

Text to Account mapping setup can be used not only for Message to Recipient field, but also for all other Statement Line fields.

For example, if the repeated text is "WAGES," it may appear in the "Additional Transaction Info" field.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-SPTQE34P.png)

To add Text-to-Account mapping rules for custom fields, follow these steps:

1. Open **Text-to-Account Mapping (Bankfeed)**

2. Enter the desired text and configure any additional fields as necessary

3. Click on "**Custom Fields**" > "**No**" to open the setup page

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-OMH1G2BI.png)

4. Click "**+ New**" to add a new field value. For instance, you can enter "350" for the Additional Transaction Info field.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-8G4B2Z0X.png)

By following these steps, you can effectively customize your Text-to-Account mapping setup to include relevant fields beyond just the Message to Recipient.

### How to setup Text-to-Account mapping setup for Bank Accounts?

For cases where mapping texts need to be applied to specific bank accounts, the bank account setup can be found below the section titled "Mapping by Banks."

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-8G0H6ZIH.png)

Click “New Line” and specify the bank accounts to which the setup applies.

### How to enable Bankfeed Recognition in Payment Reconciliation Journal?

If you would like to activate Bankfeed recognition in your Payment Reconciliation journal, please follow these steps:

1. Open **Links (Bankfeed)** and navigate to **Integration Setup (Bankfeed**)
2. Check the box next to “**Enable Bankfeed Recognition**”

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-3ZXJVU9D.png)

You can also manage Bankfeed recognition from the Bank Account card. If you do not wish to use Bankfeed recognition for certain bank accounts in the Payment Reconciliation Journal, you can disable it directly from the card.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-96WVWEQL.png)

Bankfeed recognition in the Payment Reconciliation Journal is fully integrated into the standard journal’s process and does not require any additional setup.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-8ACR3PFR.png)

In the action pane, you will find an additional **Bankfeed** tab that provides access to key Bankfeed functions, including:

- **Refresh Recognition**

- **Text-to-Account Mapping** setup

- The ability to open the primary **Statement Line** with full transaction details

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-S35SNWNJ.png)

Additionally, in the FactBox area, you will find **Recognition Results (Bankfeed)** and **Recognition Tasks (Bankfeed)**, where you can view the results of the Bankfeed recognizers and the status of various tasks.![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/base64-converted-image-1783603912965.png)

### How to upload a new Bankfeed license?

A new Bankfeed license has been generated for you. The current one is about to expire on the 31st of August (as you might have noticed from the notification in Business Central).

To download the new license, please use the Business Central search function to find the **Licenses SLE** page**.** Select the **Softera.Bankfeed** license and press **Download Licenses** in the actions panel. Once done, please check if the License is Active and its End date is later than 2026 08 31.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-A4AVSK73.png)

To ensure that the new license will be uploaded automatically next time, please go to the **Job Queue Entries** page and check if the **Download Licenses (SLE)** job is set to **Ready**. In this case, you don't need to do anything else.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-FBFFXGUG.png)

If you see the **Download Licenses (SLE)** job but its **Status** is **not** set to **Ready**, press the **Set Status to Ready** button in the actions panel.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-UHCV915I.png)

If you **do not see the Download Licenses (SLE) job in the Job Queue Entries**, please use the instructions below to **create it**: [https://instrukcijos.softera.lt/docs/softera-license-upload#how-to-set-up-a-job-queue-to-periodically-renew-the-license](https://instrukcijos.softera.lt/docs/softera-license-upload#how-to-set-up-a-job-queue-to-periodically-renew-the-license)

  

### Kaip parsiųsti naują Softera.Bankfeed licenciją?

Jums sugeneruota nauja Softera.Bankfeed licencija. Dabartinė licencija baigs galioti rugpjūčio 31 d. (tai galbūt jau pastebėjote pranešimų skiltyje Business Central sistemoje).

Kad parsiųstumėte naują licenciją, Business Central paieškoje suraskite **Licencijos SLE** puslapį**.** Pasirinkite **Softera.Bankfeed** licenciją ir veiksmų juostoje paspauskite **Parsiųsti licencijas.** Tuomet patikrinkite ar licencijos būsena **Aktyvi** ir **galiojimo laikas vėlesnis nei 2026 08 31**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-ZWZPIMBL.png)

Kad kitą kartą licencija būtų įkelta automatiškai, prašome nueiti į puslapį **Darbų eilės įrašai** ir patikrinti, ar **Parsiųsti licencijas (SLE)** užduotis yra su būsena **Paruoštas**. Jei taip – daugiau nieko daryti nereikia.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-46G855Z7.png)

Jei matote **Parsiųsti licencijas (SLE)** užduotį, bet jos būsena nėra **Paruoštas**, veiksmų juostoje paspauskite mygtuką **Nustatyti būseną kaip Paruošta**.

![](https://cdn.document360.io/ba34aeb5-9f99-4d32-9b31-bbae99032468/Images/Documentation/image-8PZ1KM37.png)

Jei **Darbų eilės įrašų** puslapyje nerandate užduoties **Parsiųsti licencijas (SLE)**, sukurkite ją vadovaujantis šia instrukcija: [https://instrukcijos.softera.lt/docs/softera-license-upload#how-to-set-up-a-job-queue-to-periodically-renew-the-license](https://instrukcijos.softera.lt/docs/softera-license-upload#how-to-set-up-a-job-queue-to-periodically-renew-the-license)