How do I refresh the Overview or sync my bank feed?
ForLandlordsProperty managers
Who can do this
Anyone with View Accounting; Sync bank feed needs Manage Bank Connections.
Where to find it
Accounting → Overview → the button to the right of the filter bar.
Steps
- Click Sync bank feed (or Refresh if you can't manage bank connections).
What happens next
Sync bank feed reads "Syncing…" while it pulls new transactions from every linked bank, updates each linked account's balance and refreshes the list. If new Interac e-transfers look like rent, Kera offers to open them for confirmation (chapter 10). Refresh only reloads the figures on screen.
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