Partner Zone

Improve collaboration around your bank feeds

229 Posts
Former Staff
Former Staff




Let the people authorised to allocate and match your banking import the latest transactions from the bank.


Great news for those of you whose bookkeeper, accountant or colleague match and approve bank feeds. You’ll no longer need to log in to AccountRight and click Get Bank Transactions on their behalf. They’ll be able to do it themselves.


get bank transactions.png


Even better, you don’t need to do anything as this change is happening automatically.


Rest assured, this doesn’t change who can see your banking information. You can still control who has access to the banking command centre, and all your banking details.


Check the online help for more information about controlling access to bank feeds.