Banking & Cash Flow
Payroll & Projects
Service Partner Community
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Customizing Your Bank & Credit Card View
FINSYNC provides the ability to customize the view of the ledgers for accounts found under the Banking tab by choosing to show or hide transaction details.
If you do choose to show transaction details, you also have the ability to specify which items display.
To customize your view, simply follow the steps outlined below:
1. Mouse over the Banking tab and click on the desired account.
2. To Enable or Disable the transaction details from view, simply select the checkbox for Show transaction details (pictured below).
3. To specify the details to view, click the Gear Icon (found on the left side of the screen). Check the box for each item to display. The details will appear on the right.
Note: This setting applies to all banking and credit card ledger pages.