View bank transactions on the Bank transactions list
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Users with Cash Management permissions for Bank transactions can view all bank and credit card transactions for all accounts on the Bank transactions list. Make sure to adjust the permissions to this list so it's only available for the appropriate users.
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When you view an unmatched bank transaction, you can create additional Sage Intacct transactions from the page. These two transactions then match for reconciliation.
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View even more bank feed data by including different columns in your list view like Payee, Category, and Bank reference number. Data for these fields is only available if it has been supplied by, the bank. Learn how to create a custom view.
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Import bank transactions into Intacct using Bank transaction assistant file import.
| Subscription |
Cash Management Sage Cloud Services enabled for bank feeds. Or Sage Cloud Services enabled for Bank transaction assistant file import (for cheque accounts and savings accounts only) |
|---|---|
| User type |
Business |
| Permissions |
Bank transactions: List, View |
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Go to Cash Management > All > Transactions > Bank transactions.
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Filter and sort the list to find the appropriate transactions.
- Select any column head to sort transactions alphanumerically. A pointer to the right of the column name indicates the sort direction.
- To filter, in any column, enter a value in the column head field and press Enter on your keyboard.
- Find the appropriate transaction and select View.
