Banking in Cybooks

Bank Accounts shows the accounts available to you and opens the views allowed by your permissions.

Open a bank account

1. Open Bank Accounts.
2. Select a connected account.
3. Choose To review, Bank feed, or Reconciled.

To review requires permission to update bank accounts. Bank feed and Reconciled require permission to view bank accounts.

Opening a connected account exposes its available destinations without changing the account balance or ledger state.