NetCash Switching to Manual Transaction Uploads
Overview
If you temporarily find yourself without transactions that typically sync with an automatic bank connection due to a connection issue or other unforeseen circumstances, this article walks through adding NetCash Bank Transactions manually for a time without negatively impacting the automatic connection going forward.
If Switching Permanently
If moving to manual uploads permanently, follow step 1 only, then proceed with manual uploads going forward.
Step-by-Step Process
1. Update the NetCash Bank Institution field called 'Provider' to 'Manual'
- Search NetCash Bank Institution in the global search bar to access the institution page.
- If the Provider field is not shown, select Customize View to display it.
- In Edit mode, change the Provider field to MANUAL.
2. Use the NetCash CSV Import Tool to manually upload missing NetCash Bank Transactions
3. When you are switching back to the original provider, update the 'Last Manual Entry Date' field on the NetCash Bank Account
- Search for NetCash Bank Account in your global search bar to access the bank account page.
- If the Last Manual Entry Date field is not shown, select Customize View to display it.
- For each applicable bank account, update the Last Manual Entry Date to the date of the last manually uploaded transaction.
4. Revert the NetCash Bank Institution Provider field back to the original.
- See step one.
Connection provider will sync transactions from Last Manual Entry Date
When connection is restored, transactions will sync from the Last Manual Entry date. Be sure to populate this field for all accounts associated with the connection provider.
