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:
- Navigate to the job
- Open the bank account properties
From the Financials > Accounts (tab) > right-click on the bank account and select "Edit"
The bank account properties display.
- 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.
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