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Payment Sources - How do I get them into Jack?

I need to make sure Jack has all the payment sources to learn from and I don't see one on the list.

Marc Sevitz avatar
Written by Marc Sevitz
Updated over 4 months ago

Payment Sources usually consist of bank accounts or credit cards used for making expense payments. These are created on the Accounting Platform first and refreshed on Jack to ensure the list contains the most recent set of payment sources.

Jack uses this list, contextual awareness and understanding from the document extraction to reliably select the correct payment source when displaying the extracted transaction information for review.

Make sure all the bank accounts and cards are up to date in the Accounting Platform and then head back to Jack and refresh your Chart of Accounts in the Settings_Connections and then Manage section of your Client's workspace to have the most up to date list.

Once refreshed, navigate back to the transaction you are working on to be able to select the different Payment Sources available to you.

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