Can Professional Partners Use Bank Feeds?

As a Professional Partner, you will be able to view the data for bank accounts setup with Bank Feeds in File Manager. This is the statement data your clients will use to reconcile their accounts.

However, you will not be able to setup or access the Bank Feeds feature on their behalf. Bank Feeds can only be setup and used whilst logged in with the owner of the user number and account for the file.

If you manage a file on behalf of a client, unless you are an authorised bank signatory for the client's bank accounts, your client will be required to setup the Bank Feeds for the file. 




Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request