Inn-Flow uses Plaid to verify bank accounts and import bank balances and transactions. Once your bank connection is set up, the Bank Sync page displays your account balance at the top and synced transactions in a list below.
Step 1 is to Connect your Bank. Here is an article that describes this process: Bank Sync - How to setup Bank Sync?
Note: Synced Accounts are updated daily to display the account balance, new transactions, and will include a timestamp of the last updated time.
How Transactions Display
Bank transactions are displayed by Date, with a Description, Type (Deposit, Withdrawal, or Check #), and Amount. If an Inn-Flow matched entry is found, it will be displayed in green in the Matched Entry column.
The Bank Sync description is determined by your bank and Plaid. Inn-Flow is unable to make changes to the description internally. |
To locate a specific bank transaction, use the Filter box to search by Date, Amount, or Description.
Review, Find, and Add
Each transaction can be expanded by clicking the arrow to the left, or by clicking Review. The expanded view shows three tabs: Review, Find, and Add.
The Review option will display any Inn-Flow transactions that match. Review these transactions and select the correct one, then click Confirm. If a bank transaction has an exact Inn-Flow matched entry, you can click Confirm without expanding the row. Confirming a match will reconcile the entry at the same time.
The Find Option will allow you to search Inn-Flow transactions that may not have produced an automatic match.
Use the drop-down menus beside the Search box to expand or narrow your search by date, or dollar amount.
Once the correct Inn-Flow transaction has been located, check the box beside it, and Confirm. Confirming a match will reconcile the entry at the same time.
The final option: Add, should be used if no Inn-Flow transaction is found, meaning this transaction has not been entered. Click on Add Transaction, and select Deposit or Withdrawal. The entry slide-out will appear, and you can add the transaction directly from the Bank Sync Page!
Once all details of the entry have been entered, click Save. Saving will record the entry, confirm the match, and reconcile the entry, all at one once.
Exclude Transactions
If a transaction has already been reconciled, or you would like to exclude the transaction, use the triple-dot menu to the right of the transaction.
You can also exclude transactions in bulk by checking the box beside multiple transactions and selecting Exclude at the bottom of the page.
*Note: Bank Sync recognizes transactions within the Accounts Payable workflow. See article about this topic here: Bank Sync - Match and Find Transactions within AP
Reliability and Troubleshooting
Bank Sync works effectively for most customers, but transaction syncing issues can occasionally occur due to varying support levels from individual banks. If you notice transactions are not fully syncing:
Manual CSV Import – Upload transactions directly into Inn-Flow via CSV file. See: Bank Sync: Manual Statement Import.