Role Required: Bank Connect Accountant (KXA ACCOUNTANT PERM)
Bank Connect users can manage the date of the statement data requests.
From the Bank Account Reconciliation page, click on the Bank Account No. to open and edit the Bank Account Card.
- Or, you can search for the Bank Account Card using the global search function.
- Or, you can search for the Bank Account Card using the global search function.
Click the Edit icon to enable record editing.
Update the Next Import Start Date/Time to back-date the next statement data request.
Imports can only be back-dated up to 31 days.