Bank Feed
Trojan Support User
14 steps
2 minutes
Thriveaccounts
1
Navigate to [https://app.thriveaccounts.com/](https://app.thriveaccounts.com/)
2
Click "Bank"
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Click "Bank Feed"
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Select your bank account
5
Click Sync in the top right corner. This will bring through the transactions from the bank onto the system.
6
All pending transactions will now appear on this page. To post these individually, click on New Receipt.
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The date, period and value will already be populated.
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You can now just select the customer from the account dropdown.
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This can be saved now, or you can allocate the receipt here against the relevant invoice.
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Then click Create at the top right of the page and the receipt is saved onto the system against the customer account.
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This works the same way for payments. Select new payment and choose the supplier account to link the payment too.
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To Link a batch of receipts or payments to the bank transaction, click on Link alongside the transaction.
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All unallocated receipts and payments will appear in this list. They can be ticked off to make up the total of the transaction.
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When the remaining balance is cleared, click Link at the bottom and all the transactions are now linked.
