Banking Integration: A Bank feed summary is viewable from the software (Traffic lights)

Account listing

Banking integration allows you to see a snapshot of a reconciliation between the bank ledger and the bank account balance.

This gives you up-to-date bank balances, indicating which accounts are in balance using a traffic light system helping you to visualise the state of the bank account so you can keep control of funds you administer.

Traffic lights:

	Green means the bank balance and the ledger balance match up
	Amber means the bank balance and the ledger balance do not match up
	Red means data is not synchronizing. Contact your bank or check your account number.

Bank account register

The bank summary is also available from the account register:

Note: If there is one transaction for any of your accounts, it will update all account balances.

If none of your accounts have any transactions on a given day then a bank file will not be added to the queue.

Red Traffic light on Bank account register.

If the traffic light is Red - Statement data has not been downloaded, and is a new account, confirm with the bank they have received the Authority and activated the account.

This linked article may assist you further - CBA CommBiz Configuration and new bank accounts

From the Practice

In the practice view you can see all your accounts across all jobs with the traffic light view.