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Bank Feeds

Sign into Bank Feeds

If your firm's licenses require an additional sign in to access Bank Feeds, the application opens the
CS Professional Suite Sign In
 screen when you access Bank Feeds features in either of the following locations:
  • Bank Feeds Dashboard
  • Setup
    Bank Accounts
    Main tab
The sign-in information you use depends on the applications your firm uses. To determine which credentials to use here, select the
<application name> Security Help
 link that follows the sign-in fields.
  • <Onvio>
     – Use your Onvio account sign in.
  • <CS Professional Suite>
     – Use your Thomson Reuters ID and password.
As a safety measure, you may be required to enter additional information to access Bank Feeds. The following table lists the account information you'll need to use.
Installation location
Licensed for Onvio
Licensed for NetFirm CS
Sign-in information for opening Accounting CS
Sign-in information for accessing Bank Feeds
Desktop
Yes
Yes
NetStaff CS
Onvio
Desktop
Yes
No
Onvio
No additional authorization required
Desktop
No
Yes
NetStaff CS
Thomson Reuters ID and password
Desktop
No
No
Thomson Reuters ID and password
No additional authorization required
Virtual Office CS
Yes
Yes
NetStaff CS
Onvio
Virtual Office CS
No
Yes
NetStaff CS
Thomson Reuters ID and password

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Bank reconciliation

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