Adding Accounts to Bank Feeds (BC365)

If you have already updated your plugin to version 2024.3.0.0 are already using this for some of your existing accounts, use this procedure to add and set up additional accounts to use bank feeds.

To assign the newly created Bank Statement Import Format to a bank account, navigate to Cash Management → Bank Accounts and open a Bank Account.

Under the Transfer tab, set SVB Bank Feed from the list for Bank Statement Import Format. You will need to repeat this for each bank account. Once done, you’re ready to import bank statements directly into the Bank Reconciliation module.