Banking Integration: disabling / re-enabling banking integraton for a single account

If your practice has banking integration enabled you can turn off the integration for a single account.

Disabling Banking Integration for an account

To disable banking integration for a single account:

1. Navigate to the job
2. Open the bank account properties
   
   From the Financials > Accounts (tab) > right-click on the bank account and select "Edit"
   The bank account properties display.
3. On the "Bank Details" tab select Disable
   
   

• Tick "Disable Integrated Statements" to disable the bank feed
• Tick "Disable Integrated Payments" to disable payments uploads

Re-enable banking integration

To re-enable the accounts for banking integration, un-tick the disable tick boxes.