Required Permission Set in Business Central: KXA ACCOUNTANT PERM (Bank Connect Accountant)
On the Bank Account Reconciliations page, Business Central transactions (completed and posted payments) appear on the right-hand side. Bank-imported data (a bank statement that includes transaction details as well as the account balance) appear on the left-hand side. Bank Connect pulls bank data automatically once per day.
Users may want to update transactions manually (if Current Day Reporting is enabled or recover missing data) by clicking on the Bank Connect → Import Bank Data button.
- Any user with assigned Bank Connect Accountant permission may Import Bank Data manually (the user does not need to be entitled or linked to have access to the import functionality).