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HandiLedger - List all active BankFeeds in HandiLedger

Updated over 2 weeks ago

You can list all the active bank feeds for all your clients to enable you to manage transactions without having to select the clients first.

  1. Log in to HandiLedger.

  2. Go to BankFeeds, Active BankFeeds Listing.

  3. Highlight the feed with transactions to be managed and click Select to open the Bank Feed Transactions window.

    Tip: You can click Find to search for a bank feed on the client Reference, Account number or Account name.

  4. When you have completed your transaction management tasks, Close the Bank Feed Transactions window to return to the Active BankFeeds Listing window.

  5. If necessary, highlight another bank feed to manage its transactions.

  6. When you have completed all the bank feed transactions management, click Close to exit the Active BankFeeds Listing window.

  7. If you selected a client before opening the Active BankFeeds Listing window, you will be asked if you want to reselect that client.
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