Banking Module Dashboard

Modified on Fri, 05 Apr 2024 at 02:44 PM

Summary: Reviews how to to navigate the Banking dashboard 

Banking Permission: View aggregate account balances and drill into transactions 

This article contains

Multi-Bank Account Aggregation

Here you can view all your connected bank accounts and FI relationships in a single, integrated dashboard. 

The sundial diagram gives a graphical view of the aggregate balance of all connected Checking, Savings, and Credit or loan accounts.

The values under 'Balance' give a view into the current amounts in the corresponding accounts while the 'General Ledger balance' shows the amounts in the corresponding accounts reflected in the accounting system's General Ledger.

Users can connect new accounts by clicking + Connect Accounts. 

Additionally, when activated, users can access their CentimeCredit accounts from Credit and Loan Accounts section.

View Account Statements

Clicking into the account type accordion expands into the list of the accounts available under the type and highlights the corresponding account on the sundial. 

They can also view statements for each account by clicking into the account hyperlink.

Click on the 'Statement view' dropdown to select from other views including Balance over time, and Centime transfers.

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