Webinar Overview

In this webinar, we will be introducting new banking features such as Bank Feeds and a new Bank Reconciliation screen for matching entries.  Join us for this comprehensive training session on how to process your Bank Reconcilations and set up Bank Feeds. 


This webinar covers:

  • Setting up Bank Feeds
  • Retrieving Bank Transactions for matching
  • New Bank Reconciliation screen
  • Other methods of matching bank entries
  • Processing your Bank Reconciliations


Webinar Recording



Presented by: Laura Rosa, Client Services Consultant

Webinar date:  Wednesday 16th July 2025