Business Central 365
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Features
Bank Statements (BC)

Enabling Bank Feeds (BC365)



Select your Bank Statement Import

Setup Bank Accounts

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.

Select SVB Bank Feed
Select SVB Bank Feed