It’s Here! New Jim2 Bank Feeds and Settlements
New streamlined bank feed integration now matches bank transactions with customer details in Jim2. Those working with accounts will love the time savings from this new feature.
The logic built behind the scenes looks at your CardFiles, outstanding invoices, and amounts to match up who the payment belongs to, which significantly speeds up the matching process.
Watch the Introduction to Bank Feeds Tutorial to learn more. We recommend adjusting the video quality setting on YouTube to 1080p for the best viewing experience.
Watch the Introduction to Jim2 Settlements Tutorial to learn how to reconcile payments from payment gateways. We recommend adjusting the video quality setting on YouTube to 1080p for the best viewing experience.
