Admin, Bank Accounts, Import Services
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Bank Account, Import Service

Bank Import Services

ColumnDescription
Drill Down Button
Click Drill Down Button to drilldown to the details of the Bank Import Service.
ActiveUntick to prevent this Import Service being available to new records.
CodeEach Import Service requires a unique code of up to 10 characters. A short but meaningful code is best.
DescriptionThe description of the Import Service. This should be a description that easily identifies this Import Service.
Banking ServiceDisplays the type of Banking Service.

Button Strip

IconDefinition
Add Item Button
Add a new Bank Account Import Service
Row Delete Button
Delete selected row
Duplicate Button
Duplicate the current row
BankAccountPreconfiguredServi
Add a Pre-configured Service. Click this to Add an Import Service based upon the Bank's specification.
Grid Row Up Button
Move the current row up (Ctrl+Up)
Grid Row Down Button
Move the current row down (Ctrl+Down)
Test ImportClick to run a test import on the Import Service
PreviewPane
To show/hide the preview pane window
Save Default Button
Save defaults for this grid

Preview Pane

This displays details of the currently selected item in the grid.