Accounting › Banks & Accounts
Connect a Bank
Pick your bank and sign in to it. The endpoints, the accounts, their numbers and their balances all come back from the bank — nothing is typed. Your sign-in is relayed and never stored; what is kept is the read-only access the bank gives back.
Where to find it
- Module: Accounting
- Group: Working Capital
- Section: Banks & Accounts
- Screen: Connect a Bank
Address in the console: /accounting/connect-a-bank
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.