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  • Bank account not showing on client's home page


 

 

ANSWER ID:36122

BankLink Books and BankLink Practice

When a new bank account is attached to a client file in BankLink Practice, if there are no transactions in the bank account it won't be displayed on the home page of that client file.

The account has to receive at least one transaction from BankLink's servers to be able to display the bank account on the home screen of that client file. This feature does not have a workaround and waiting for a transaction to come into the bank account is the only way to get it to show on the home screen of that client file.