Announcement: New bank feed status for clients' in the Partner area

News posted by Tommy Chung 2 months ago

Hi all!

We've recently introduced a new tool for our Partners to monitor client's bank feed with ease!

You’ll be able to see the status of each clients’ feeds as follows:

  • Connected – This account has an active feed which is linked and functional between your clients’ bank accounts and Clear Books.

  • Expires in XX days – This account has a feed which will soon expire. Your client should log in and re-authenticate their feed before time runs out to prevent any disruption to the feed.

  • Expired – This account has a feed which has now expired, or has been disconnected and is no longer importing transactions. Ask your client to log in and re-authenticate their feed to get back up and running.

If you have clients with multiple feeds, you’ll see one status for each client account, this status will reflect the feed that requires the most urgent attention.

file

Tommy

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