The 'Banking Attention' metric on the Overview dashboard flags clients whose bank feeds are disconnected or have not synced recently. Timely resolution prevents gaps in your bookkeeping.
Banking Attention metric card on the Overview dashboard
What You Can Do
- On the Overview dashboard, look at the 'Banking Attention' metric card (the rightmost card).
- A non-zero count indicates clients whose bank or credit card connections need attention.
- Click the card to filter the client list to only those clients.
- Click on an individual client to open their account and see which accounts need reconnection.
- Re-authenticate the bank connection from within the client's Bank Accounts section.
- Once the connection is restored, the counter will decrement after the next sync.
💡 Good to Know: Bank feeds typically disconnect when a client changes their banking password or the bank's OAuth token expires.
💡 Good to Know: You can also hover over the info (ℹ) icon next to 'Banking Attention' for a tooltip explanation.
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