Bank Feed Transactions

Bank Feend Transactions

Before you can see your Bank Feed Transaction you will need to link your bank accounts.

Use the following article to Link help you link your bank accounts: https://help.cenpoint.com/docs/link-bank-and-credit-card-feed?highlight=link%20bank%20feed

Once your accounts are linked select the Bank or CC from the dropdown list.

You should see your Bank Feed Transactions

These can include things like fuel charges from your techs who have credit cards for gas and sundry expenses.

Bank Feed Transactions makes it simple or reconcile those tractions from this screen.

Select the Status either Needs Review, Accepted, or Excluded

There may be three options, Add, Accept, and Review.

Enter transaction from a fuel card from techs

quick way to reconcile

Click accept and it checks the reconcile box but does not complete the reconcile

Create bank record marks as reconciled

Review can pica and accept

Add new

Exclude check box on left there is not JE and find it under the status you can unexclude if you want

add new vendor from screen