The SVB Dashboard is a visual workspace for you to import, compare, sort and match transactions and mark them as cleared and reconciled. Multiple bank accounts can be configured. Transactions from specific accounts and for a particular duration are downloaded and categorized as per the following criteria:
- Matched Transactions: An exact match was found
- Partially Matched Transactions: A couple of combinations matched
- Potentially Matched Transactions: One of the combinations matched
- Unmatched Transactions: Not even a single match was found
You can set up the above criteria in the Settings page (Refer: Set Transaction Matching Criteria in SVB Connector)
You can sort the matched transactions all at once, or transactions based on debit or credit. You can sort by bank transactions, fields or in ascending/descending order. Once the transactions are matched, you can select their checkboxes and mark them as cleared.
Import OFX Transactions
Go to SVB Connector Settings section and run the flow. Select 'Transaction Sync' to view the flows. Click the 'play' button to run the flow. The status of the flow is visible in the Dashboard.
This flow runs once every 24 hours and brings in all the new transactions that were created since the flow was last run. It can also be triggered manually.
The status is color coded and errors are resolved from within the dashboard without having to go back to 'Settings' section. Search filters are provided to sort out jobs based on multiple criteria.