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Banking & data management
Bank accounts and transactions, plus the Data Management record sets under /data.
Banking
Where: /transactions — connected accounts, booked transactions, and pending activity.
- Set a date range with the start/end pickers.
- Browse Connected Bank Accounts cards (name, currency, institution, pending count, period total, and the mapped GL code — green if mapped, yellow if not).
- Click an account to load its transactions table (date, description, amount, booked/pending status, GL mapping).
- Use Upload bank statement (Excel) to import manually, or Refresh to re-sync.
If no bank is connected, click Go to Integrations.
Data Management
Where: /data — the Data Management section (the old /other-data link still redirects here).
Overview (/data) is the entry point; Accounting Data (/data/accounting) lists the canonical record sets, each on its own page:
| Records | Where |
|---|---|
| Journal entries | /data/accounting/journal-entries |
| Chart of accounts | /data/accounting/chart-of-accounts |
| Invoices | /data/accounting/invoices |
| Customers | /data/accounting/customers |
| Suppliers | /data/accounting/suppliers |
| Products & inventory | /data/accounting/products-inventory |
| Inventory movements | /data/accounting/inventory-movements |
| Fixed assets | /data/accounting/fixed-assets |
On any record page: filter with the search field and/or date range picker, click Refresh to apply, sort columns, page through results (25/50/100/200), and read the "Showing X of Y rows" count.