This article outlines the third step in setting up Bank Feeds for Agrimaster. In this step, you are checking the Bank Accounts tab is appearing in File Manager and can view the bank accounts previously setup in Agrimaster.
- Login to File Manager and select the business to setup a bank feed.
- In the Overview section, select the Bank Accounts tab on the left-hand side of the screen.
- A list of all the bank accounts you have setup inside your Agrimaster file will be displayed.
Terminology - Bank Accounts View
Bank Name - This is the name of the bank or banking institution that provides the bank account.
Account Name - The account name, BSB, and account number as setup inside Agrimaster.
Account Type - This section shows the account type as selected inside Agrimaster for this bank account.
Status - The status of your bank account is whether it is active or inactive in Agrimaster. Accounts displaying an inactive status are either closed accounts or accounts setup in Agrimaster as a Non-Cash Account type.
Bank Feeds Status - Whether or not a bank feed has been connected for this bank account. This will be covered in the next step. Currently, it should show 'Not Connected'
If any of the above information is inaccurate, please see Step One: Bank Account Maintenance.
If any of the bank accounts are visible, or should not be there please see Step Two: Internet Banking Setup.
Once you have completed Step Four, you will be able to click each individual bank account listed here and view a list of all your transactions up to the last closed month.
If you do not see any bank accounts listed, please check the troubleshooting section of the Help Centre: Bank Feeds Troubleshooting.