Bank Feed Connection Settings

When Bank Feed is enabled, you can view connection details. This section is split into three parts:

Employees enabled with Error Notification

In this section, you can select up to two employees in Ajera to be notified if there is an error during the nightly auto update for the bank feed connection. The employees must have email addresses entered on their employee record in Ajera to receive notifications.

Bank feed matching settings

Enter the Date variance.

This number will be used with the non-check payments and receipt dates received from Plaid to compare to the Ajera data. For example, if the number 5 is entered then in the matching logic to compare Plaid to Bank Entries will add and subtract 5 from the date. If the date of the check-in Ajera was 5/15/22 and the number 5 was entered, the match will compare the amount and dates between 5/10/22 and 5/20/22.

Connection Details

This section displays the following:

Connection enabled

This indicates if the connection is enabled.

If you changed your login credentials for your bank account, click Refresh Connection to reconnect the bank code with Plaid. Reestablishing the connection will update the Connection enabled details.

If you wish to disconnect the connection, click Disconnect.

Note:

Disconnecting permanently removes the connection between the Ajera bank account and Plaid. Bank Feed functionality will no longer be available in Ajera for this Ajera bank account. Unmatched bank feed items are deleted.

When enabled, the bank import information will be updated nightly with the past 7 days of transactions.

Enabled Date Time

This displays the date and time when the feed between the bank and Plaid was activated and the user who activated it.

Description of bank accounts connected

This displays the name of the bank accounts selected during the Bank Feed activation. Bank transactions from these accounts will be displayed in the Bank Feed grid.

Concepts

About Automated Bank Feed

Tasks

Enable the Bank Feed Connection

Assign Employees to Receive Bank Feed Error Notifications

Delete Imported Bank Feed Items

Disconnect Plaid Connection

Viewing and Matching Bank Feed Items in the Bank Register

Refresh Plaid Connection

Update Bank Feed items in the Bank Register

References

Change View (Bank Register > Bank Feed) Window

Bank Feed Detail List

Bank Feed Detail Base

Bank Feed Log Base