HelpBank Feeds
Bank Feeds
Connect banks, review transactions, keep books in sync.
Approving loans, assets, investments & prepayments from the bank feed
When AkountFly detects a special item in your bank feed, Approve opens a dialog to match an existing item or set up a new one with full terms.
Bank Tax Auto-Apply
Learn how VAT is automatically applied to transactions in the AI Bank Transactions Center.
Change a category before or after approval
Staged category changes on Review Needed vs. Save-to-repost on Completed: how recategorising works.
Create a rule to auto-categorise repeating transactions
Use Make Rule on any transaction so future matches are categorised automatically.
Dispute a Bank Match
Correct an incorrect bank match in the AI Bank Transactions Center.
Edit contact names and descriptions on bank transactions
Contact Name and Description on bank transactions are click-to-edit: fix messy bank narrations in place.
Handling Special Items Awaiting Terms
Special items like loans and assets need terms before posting.
Link a bank transaction to an invoice or bill
Use the Link action so a bank payment marks the matching invoice or bill as paid instead of creating new income/expense.
Manual Statement Upload
Upload a bank statement if no live feed is available.
Missing Bank Feed · Fix It
Steps to resolve when your bank feed hasn't updated.
Review Bank Transactions
Categorise and manage transactions in your bank feed efficiently.
Smart category suggestions in the GL picker
The category picker in Transactions now ranks the 3 best-fit accounts for each transaction as you type.
Split a transaction
Allocate a single transaction across multiple GL accounts.
Understanding the bank sync status banner
One banner at the top of Transactions tracks each sync from fetching to AI processing to done.