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Handling Missing Bank Dates
Manual Bank UploadIf a connection via Plaid or Teller's API is unavailable with your bank, we have the ability to manually upload a file for banking activity.
Adding, Removing and Updating Team MembersAdmins are able to add, remove and update team members in their settings menu
How to Unarchive Amazon Settlements Data for Historical Data PullsTo sync Amazon orders beyond 90 days, unarchive reports in Amazon Seller: Reports > Payments > All Statements > Request Report.