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.
Decide VAT / Sales Tax and WHT on each bank transaction
Every row in Review Needed and In Books has a VAT (or Sales Tax) dropdown and a WHT dropdown - in table and card view - so you always make the final tax decision yourself.
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.
Find the bank line behind a document — and undo the match from there
Every invoice, bill, receipt, payment, loan, investment, schedule or inventory purchase that came from a bank line shows a 'View in Bank Feeds' link and an 'Undo bank match' action.
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.
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.
Upload a bank statement
Upload a PDF, CSV or OFX statement to a bank account, what happens to older rows, and how AkountFly guarantees the statement balances.
Upload a statement with the CSV / Excel template (and what the balance warning means)
Use the templates under Advanced options when your bank's own export isn't available. Running balances are checked on import.