Clients with disconnected bank feeds show up in the 'Banking Attention' metric. Identifying and resolving these issues quickly ensures accurate and up-to-date bookkeeping.
Banking Attention metric card on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'Banking Attention' metric card.
- The client list filters to show only clients flagged for banking attention.
- Click a client to open their detail panel.
- In their detail panel, look for a bank connectivity warning badge.
- Click 'Go to account' or 'Open workspace' to enter their CFO12 workspace.
- In their workspace, navigate to Bank Accounts and reconnect the affected bank feed.
💡 Good to Know: Bank disconnections are common after password changes or OAuth token expirations.
💡 Good to Know: Notifying the client proactively (via email or call) speeds up resolution since they may need to re-authenticate on their end.
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