Portfolio Sync Interface
Portfolio Sync Interface
Breadcrumbs

Enable position import

If you have licensed the "Pending cash balances" feature, follow these steps to enable it:

  1. In the main menu of PSI, select EDIT, SETTINGS.

  2. In the "Bank" area on the left of the "Settings" window, click the name of the corresponding bank.

  3. In the settings of your bank, switch to the "Reconciliation" tab, and then the "General" tab.

  4. Select the "Enable position import" checkbox.
    PSI_position_import_activate1_EN.png

  5. Confirm the security prompt that appears with "Yes".
    PSI_position_import_activate2_EN.png

  6. Confirm the settings by clicking the "Enable" button.

  7. Next, restart PSI Transaction Data to configure and use the position import as described in Configure position import.