Confirm a funds transfer has synced

To view the audit trail of a Funds Transfer to confirm if it has synced, a user with View bank accounts permissions can follow the steps below:

  1. Select Settings
  2. Select Bank Accounts under Your Company
  3. Select the Bank account number
  4. Hover over Details, Select Funds Transfers
  5. Select the ACH Confirmation # for the Funds Transfers Date
  6. Hover over Details, Select Audit trail

If the funds transfer has synced there will be a line item entry with the following details:

  • Who: (user name)-Sync
  • Field: Accouting Software
  • New Value: an integration id #