TeamWox HelpE-BankList of Accounts

List of Accounts

The list of created accounts can be viewed on the "bank accounts" tab.

List of accounts

The list of accounts can be adjusted. In order to choose columns to be displayed, you should press button Choose columns. The list of available fields will be opened as soon as you do it:

  • Plugin — plugin that is used for connection.
  • Bank — name of the bank or the account type.
  • Account — number of the account.
  • Subaccount — number of the subaccount.
  • Server — address of the server.
  • Periodicity — periodicity of the automatic checking of the account.
  • Last time — time of the last checking of the account.

You should tick the necessary columns in the list and press the "Apply" button. The accounts can also be sorted by the "Name" or "Last time" columns. To do it, click with the left mouse button on their names.

Enabled accounts are marked with icon Enabled in the list, disabled ones have the Disabled icon. To delete an account you should press button Delete that appears if you put the mouse cursor over its line.

The upper part of the tab contains the following buttons:

  • New accountcreate a new account.
  • Check — check the new information about transactions at all working accounts.
  • Match transactions — start the process of comparing the received unrecognized transactions with the existing payments in the "Accounting" module. If a match is found the transaction will be bound to the payment.