Bank Interface Setup

You can create and edit Greentree Desktop bank interface formats to support the automatic bank reconciliation process. Each bank has a unique interface format which define the rules for converting a bank file into Greentree Desktop data.

You must set up a separate interface format for each bank that you maintain in Greentree Desktop. The reconciliation process must run separately for each different bank, although Greentree Desktop can process multiple accounts within a bank from one file.

Note: Before setting up an interface format in Greentree, you must understand the sections and required fields of interface files.