Cloud Banking Dashboard

The Cloud Banking Dashboard gives you a quick look at your finances and includes information on unapproved transaction counts, bank and book balances, connections status and more!

To get to your Cloud Banking Dashboard, 

1. Click Homepage
   
2. Click the Bank tab.
   

To set this as your default homepage, check the checkbox.

Here is what you will find.......

1. A graph showing deposits and payments for the selected account.
   
2. Connection Status indicator.   Green means connected, Yellow ones are connected but have an issue and gray ones are offline banks.
   
3. Book and bank balances.
   
4. Updated time and number of unapproved transactions (get to work!)
   
5. Connect additional accounts right from your dashboard.
   
6. Search for an account
   
7. Sort accounts by any of the data points - connection status indicator, bank name, amount, number of unapproved transactions, any of them!
   
8. Refresh the data.
   
9. Print the list.

• Related Articles

• Cloud Banking Home Page Tab

  The Cloud Banking Dashboard gives you a summary of what's happening with your bank accounts.    On the left you will see a graph that shows cash flow data (deposits and payments) for each month.   On the right is a list of bank accounts that will ...

• Getting Started - Connecting your bank accounts to Cloud Banking

  Getting Started with Cloud Banking Cloud Banking simplifies financial management by connecting to over 15,000 banks and credit card companies, automatically syncing transactions to reduce data entry and providing a comprehensive view of your ...

• Cloud Banking Error Code Reference

  Error Codes Here are a list of common issues found in Cloud Banking and the action to take if you see this in your account. Error Code Description Error Message in Cloud Banking What you can do 400 Technical Issue We’re sorry, your request could not ...

• Banking

  Banking Record checks and deposits, reconcile bank statements and use cloud banking to minimize data entry. Our banking module is helps you keep to the penny. To get started, navigate over to Cloud Banking and set up your bank and credit card ...

• Troubleshooting Cloud Banking connection issues

  Getting Error Message If you're getting an error message like "Our apologies, but we can't refresh your bank account at the moment. Please, try to repeat the operation after a while." or "Operation failed. Try to repeat the operation after a ...