Approve Bank Import

The bank import can be approved once all the imported entries are allocated and all the pencil icons next to the entries are green.

To approve the bank import, click on the gear on the right side of the Bank Import header section and select the Approve option.

If the bank import is approved successfully, the header will have a green tick next to it.

All the imported and allocated entries will display in the Payments and Receipts list views as approved entries once the bank import is approved.

The pencil icons to the right of each transaction changes to an eye icon to indicate that the transaction has been approved and can now only be viewed from the bank import page.

The allocated transactions from the approved Bank Import will display as reconciled transactions in the Bank Recon.