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 Advisor role can access the Assurance Dashboard.

Image of Assurance Dashboard Bank Accounts tab.

To access the Assurance Dashboard Bank Accounts tab, go to Advisor, then click Assurance Dashboard. Click Bank Accounts.

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
  • Amount
  • User name
  • Modification date

You can click on a transaction or statement line to view more details.

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