INTENDED SEARCHES: bank transaction, bank account, Plaid, connected bank, sync transaction
Use bank transactions and Plaid connections to help bring financial transaction information into the system when the integration is enabled.
Common information:
- Bank account.
- Bank transaction.
- Transaction date.
- Amount.
- Transaction method.
- Connection status.
- Sync status when available.
Important:
Financial connections may depend on provider availability, permissions, account setup, and bank authentication.
Why this matters:
Connected financial data can help reduce manual entry, but mismatched or missing transactions should be reviewed carefully.
Support note:
If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.
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