Banking

Connecting Banks with App-Based Authentication
For banks that only support app-based authentication, please follow these steps to complete the connection process. Start the Connection Process Begin ...
Thu, 3 Jul, 2025 at 12:03 PM
Expected annual turnover
In order to see your projected annual incoming rental payments you can create a report as follows: Select View Landlords. Select all the owners so ...
Wed, 2 Apr, 2025 at 11:37 AM
How OpenBanking works
The synchronisation of transactions from your bank depends on the open banking rules set by each individual bank. Real-time: Some banks have APIs that ...
Thu, 24 Apr, 2025 at 1:57 PM
How to apply a payment to multiple supplier invoices
This is how to apply an outgoing payment to multiple supplier invoices in your banking window. Open your Banking Window. Click on the dropdown next to th...
Thu, 8 Feb, 2024 at 10:35 AM
How to connect to banking
This is how to connect SleekTech to your bank account.
Wed, 7 Sep, 2022 at 4:16 PM
How to delete incorrect bank transactions
Usually SleekTech will prevent you from deleting bank transactions to make sure you always stay in sync with your bank account, but in case an incorrect tra...
Tue, 13 Sep, 2022 at 2:11 PM
How to ignore bank transactions
Sometimes you might want to ignore bank transactions that are not relevant to your accounting e.g. someone paid you by mistake and you sent it back. In suc...
Thu, 22 Feb, 2024 at 11:31 AM
How to import bank transactions manually.
This is how to import bank transactions manually. Sometimes you might not be able to connect to your bank, e.g. your bank isn't supported, or yo...
Wed, 2 Apr, 2025 at 11:48 AM
How To Link An Additional Bank Account
This is how to create an additional Bank Account: Open the Banking window as above. Click Select Account. Choose New Account at the top left cor...
Thu, 8 Feb, 2024 at 12:16 PM
How to manually adjust smart match
In this article we explain how Bank tags help the system match rent payments using Smart Match. Each time a payment is received, the system saves the refere...
Thu, 15 May, 2025 at 3:59 PM