Bank Feeds

Back Top Previous Next

On the ribbon, go to Tools > Options > Accounts > Bank Feeds.

 

bankfeedoptions

 

To be able to use Bank Feeds, you must select the default payment type for debtors and creditors.

 

Ticking Auto match records after importing bank feed will allow Jim2 to automatically match any records found that match what is in the spreadsheet.

 

Further information

Bank Feeds