View manually updated bank accounts using the Assurance Dashboard
View manually reconciled transactions and deleted statement lines in the Assurance Dashboard Bank Accounts tab. Only users who have the Adviser role can access the Assurance Dashboard.
About the Bank Accounts tab
The Bank Accounts tab shows a list of bank accounts with manually reconciled transactions or deleted statement lines.
For each bank account, the Assurance Dashboard displays:
- Number of manually reconciled transactions and deleted statement lines
- Contact name
- Transaction date
- User name
- Modification date
You can click on a transaction or statement line to view more details.