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Banks and bank accounts
Activate, administer and safely deactivate bank relationships and accounts.
4 articles
Banks, branches and bank accounts
Learn how imported statement data creates Flinq's banking structure and how each level is used.
How to activate a new bank relationship
Activate a bank, configure data exchange and import the first statement for an office.
How to administer bank accounts
Review bank account details and manage pool, book and configuration assignments.
How to deactivate a bank safely
Understand when Flinq permits bank deactivation and what to review before attempting it.