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Bank Accounts View Explained

The Bank Accounts view is a section of Bank Feeds that displays the information for an Agrimaster file, it also shows the status of the Bank Feeds connection.

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When the Bank Account has been connected with a Bank Feeds connection, it will display a connected status. 

It will also display a snapshot of the last time the information was brought through.

(In this example, it displays that it was last updated with transactions from 2 hours ago.)

If it displays more than 2 days, please contact support as Bank Feeds is meant to update every 24 hours.mceclip1.png

 

To view the detailed list of transactions for a specific bank account, click a row for a specific Bank Account.

More details will be presented such as Bank Account Details, Additional Information & Transactions.

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The below image shows the source of the Bank Accounts details. The top box, outlined in green shows all details pulled from the Agrimaster file.

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The bottom box, outlined in red shows the transaction information from the source of the Bank Feeds connection. mceclip2.png

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