Finance: Faster Bank Feed Imports by Setting a Start Date

Previously, a new bank feed would import all your historical data, which could take a long time.

Now, to speed up the first import of a new bank feed, you can enter a start date for bank feed transactions. That way, only data from that date onwards will be imported.

On the Apply for Bank Feed form (MB.CA.20.10), enter a date in the Bank Feed Effective Date field. The field is only available if a bank feed's status is Ready for Activation.

After activating the bank feed, you can see the date in the Bank Feed Effective Date column of the Manage Bank Feeds form (MB.CA.20.20).