Previous Topic

Next Topic

Book Contents

Book Index

CB New Feed Statements

Navigator > Tasks > Cash Book > New Feed Statements

Lists the open statements that the overnight bank feed import has added lines to, across all bank accounts, so they can be reconciled. It is the CB Bank Statements list with Show all on, Selection set to Open, and a Filter & Sort of New Feed Lines equal to True applied to this window only. Clear the filter from Filter / Sort List like any other. See Bank Feeds.

Available when the Bank Feeds extension is licensed and the company has Cash Book, with the CB Tasks Reconciliations permission. The first time you open CB Bank Accounts or Bank Reconciliation after opening a company, if any statement has new feed lines you are asked n statement(s) have new bank feed lines. Do you want to see them? Yes opens this list. You are asked once per company session, whatever you answer.

The New Feed Lines flag is set only by the overnight import, not by Import Bank Feed, and clears when the statement is edited. Open a statement to reconcile it in CB Bank Reconciliation.