hi @Jeanne Padilla-Oracle . Thank for your quick response, yes this is very useful. One question, is there any impact if I rebuild the connection after the connection expiry date, because the person in Finance who has access to bank credentials is currently away, want to know just in case I cant rebuild before expiry date.…

Thanks Ayitha, the answer I was looking is the system imports 60days prior transactions once you enable the bank account. Which kind of raises another question, if you can help. As I mentioned I have matched and reconciled transactions for all previous months for this bank account, now if the system imports 60 days old…

Hi Tigran, To explain the scenario why Formula (Currency) = {grossamount} / {exchangerate} did not work because . Parent company currency is GBP, Bill is raised on child subsidiary with currency EUR, that is child subsidiary and bill currency are same EUR, but when running saved search in order to view the values in EUR, I…

HI Tigran, Thanks for your reply , yes I tried this formula and that does not work.

Thanks Ayitah for your response, you got my question wrong, am not asking to select a specific time for automatic import. Here is the scenario There is currently a bank account that am importing statements manually by csv uploads and reconciling but I now planning to enable this bank account for automatic statement upload…