Setting the Extent of Bank Data Imports
You can set the extent of bank data to import, in number of days. You can import at least one day and up to two months' worth of bank data. By default, the SuiteApp imports seven days' worth of bank data if there is no option specified.
You can either set a default number for all accounts under a bank or set different numbers for each of the accounts under a bank.
To set the extent of bank data imports:
-
Go to Transactions > Bank > Japan Bank Feeds.
-
In the Bank Information section, under the Bank Accounts subtab, click Update Account Profile.
-
Expand the button for the bank where you want to set the span of bank data imports.
-
Define extent of bank data that you want to import, in days. You can do one of the following steps.
-
Set a default number for all accounts under a bank.
To do this, in the first row under the selected bank, enter a number in the Days to Retrieve column and check the Default box.
For example, to import three days' worth of bank data for all accounts under a bank, enter 3 in the Days to Retrieve column and check the Default box.
-
Manually enter a number for each account under a bank.
To do this, in the first row under the selected bank, clear the Default box in the Days to Retrieve column and enter a number for each of the accounts under the bank.
For example, to import three, four, and five days' worth of bank data for respective accounts under a bank, first clear the Default box and enter 3, 4, and 5 for each account in the Days to Retrieve column.
If you enter 0 in the Days to Retrieve column, no data import happens. If you leave the field blank, the SuiteApp imports seven days' worth of bank data. You can enter up to 60 days.
-
-
Click Save Changes.
Related Topics
- Japan Bank Feeds
- Prerequisites for Installing Japan Bank Feeds
- Installing Japan Bank Feeds
- Roles and Permissions for Japan Bank Feeds
- Setting Up Japan Bank Feeds
- Managing Connections to the Service Provider
- Mapping Bank Accounts to GL Accounts
- Viewing Reasons for Account Status Problems
- Viewing the Bank Import History
- Receiving Email Notifications for Bank Data Imports
- Terminating Japan Bank Feeds Connection
- Japan Bank Feeds FAQs