Banking

The Banking page allows you to manage and view all your banking accounts and transactions. It is divided into two main sections:

1. Bank Accounts Overview

• Connected Accounts: View and manage all linked bank accounts.
• Add Connection: Click this button to link a new bank account. After linking, the account will appear on this page.
• *Soft Deactivation: Click the link icon in the lower right corner of the bank account to prevent it from being used in the cashflow hub to make payments.
• Remove Connection: To remove a linked account, click this button. The account will be moved to "Deactivated Accounts" but can be reactivated later if needed. This prevents Bankwards from accessing your banking information (until re-connected) and is different from soft deactivating your account.

2. Transactions Section

The transactions section has tabs for three types of transactions: Executed: Transactions that have sucesfully gone through Sent: Transactions that are pending at either the sending, clearing, or receiving bank Draft: Transactions you suggested to you by the cashflow hub you decided you wanted to execute, but never confirmed (due to e.g. accidentaly closing the tab)

• Columns: Add or remove columns as needed.
• Export: Use the export button to export transaction data.

Actions

• Copy ID: Copy a transaction's unique ID by clicking the icon to find it unambiguously anywhere else on the platform.
• Add Comment: Add notes or comments to a transaction.
• Process Transaction: Use the transaction as a payment/prepayment.
• Mark as bank fee: Use this when your bank deducts fees as a separate line item
• Adjust: Use this if your bank deducts fees and sends funds in a single line item, or you want to absorb your counterparty's bank fees
• Mark as misc.: Use this to mark transactions you do not wish to process through bankwards

This page provides a comprehensive view of your financial activity, allowing you to manage accounts and track transactions efficiently.