Banking Integration: Daily bank account movement alerts

A daily alert email helps you keep track of a summary of deposits and payments that move through your bank accounts. You no longer need to access internet banking to check that funds have been received.

Reporting Manager

The reporting manager will receive an email alert. The screenshot below shows where to specify the reporting manager.


Example Email


Emails are not being received?

Please ensure that your email settings have an authentication method and a password entered.

Navigate to Application Settings > Email Settings in the software:


There was an update to Microsoft Office 365 that caused us to ship an update to the banking service. If your firm uses Office 365 and are not receiving emails contact support.



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