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 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).