Update a bank feed

Bank Feeds allow for the import of deposit entries from a linked bank account via an Import Template.

Once imported the entries can be matched, allocated and posted to client’s DRS Transactions.

Update Bank Feed

1. You can update the Bank Feed from the Action menu on the Bank Summary page or from within the Bank Feeds page itself.

2. Select to Update the bank feed and select the format and template. Browse to the associated data file. The templates are defined in the Banking Administration page and must be set up by IRIS Practice Engine staff or under the direction of IRIS Practice Engine staff.

3. Select Import to upload the data from the selected data file.