Banks & Statements
Set up bank relationships, exchange data and manage statement imports.
9 articles
Section
Banks and bank accounts
Activate, administer and safely deactivate bank relationships and accounts.
Banks, branches and bank accounts
Learn how imported statement data creates Flinq's banking structure and how each level is used.
How to activate a new bank relationship
Activate a bank, configure data exchange and import the first statement for an office.
How to administer bank accounts
Review bank account details and manage pool, book and configuration assignments.
How to deactivate a bank safely
Understand when Flinq permits bank deactivation and what to review before attempting it.
Section
Statement imports
Import statements, monitor automation and resolve failed or quarantined files.
How to import a statement
Manually import one or more bank statement files and review the result.
How to import statements automatically
Monitor automated statement collection, run an on-demand fetch and respond to import notifications.
A statement import failed
Diagnose duplicate, conflicting, unsupported, incomplete and multi-file statement imports.
Section
Data connections and formats
Configure importers, exporters and reusable statement format templates.