Manage Import Settings

Bank Connect allows you to configure when bank statements are automatically imported into Business Central directly from Bank Connect Setup.

This experience eliminates the need to manually configure Business Central job queue settings for statement imports. Follow the steps below to choose how often statements should be imported and when they should be delivered.

Schedule Import Settings

  1. Search for Bank Connect Setup.

  2. Select Settings from the dropdown on the Account Services & Entitlements page.

  3. Under Manage Import Schedule, configure how often Bank Connect should import bank statements.

  4. Choose the statement import Delivery frequency from the following options: 

    OptionDescription
    DailyImport statements every day.
    WeekdaysImport statements Monday - Friday only.
    WeeklyImport statements once per week on Monday.

  5. Select a Delivery window. 

    • Choose the time window during which your bank statements should be delivered.
    • The available windows are displayed in UTC, along with the equivalent time in your system’s local time zone.
      • 08:00–10:00 UTC
      • 10:00–12:00 UTC
      • 12:00–14:00 UTC
      • 14:00–16:00 UTC
         

  6. Click Save Import Schedule. 

    • Bank Connect will automatically update the job queues using the settings you selected.

 

Understanding the Status Message

The message beneath the schedule provides the currently active import schedule.

Before Import Settings Are Configured

When no schedule has been saved yet, the displayed message reflects the schedule currently configured by the existing Koxa Update Transactions job queue.

Example:

Statement delivery begins every 1440 minutes, between 10:00 AM and 12:59 PM, every day.

This allows you to see your current import schedule before making any changes.

After Import Settings Are Configured

Once you select a delivery window from this page:

  • The displayed message updates to reflect your selected schedule.
  • Bank Connect automatically updates the underlying job queue.
    • No additional job queue configuration is required.

Example:

Statements delivered every weekday between 10:00–12:00 UTC, covering the previous day.