Viewing bank statement in dashboard

For showing the bank statement in the dashboard for those statement lines imported from Bank Feeds SuiteApp:

  • Navigate to the Home page.
  • Drag and add ‘Lists’ portlet to the dashboard.

  • Click on the three dot icon on the top right corner and click ‘Set up’.

  • Select ‘Bank Statement Import’ as list type and click ‘Save’.

  • To see the bank statement lines imported, click on view.

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