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

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  • Tick "Disable Integrated Statements" to disable the bank feed
  • Tick "Disable Integrated Statements" to disable the bank feed

Re-enable banking integration

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

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