Disconnecting a bank feed
Disconnecting pauses the live sync without deleting the bank account or its transaction history. All previously reconciled transactions remain in Ezyiah. Use this if a client needs to temporarily revoke access, or if you need to reconnect with updated credentials.1
Open the account menu
In the Banks tab, click the three-dot menu on the bank account you want to disconnect, then click Disconnect.
2
Confirm the disconnection
A confirmation popup appears. Click Disconnect to confirm.
3
Check the account status
The badge changes from Live to Disconnected. All accounts linked to that bank connection are disconnected at the same time, and their transaction history and reconciliation data are preserved.
Deleting a bank account
Deleting a bank account permanently removes it and all associated transaction data from Ezyiah. This cannot be undone, so only delete an account if you are certain the data is no longer needed.You can only delete a disconnected account. Disconnect a live account first before you can delete it.
1
Open the account menu
On a disconnected bank account, click the three-dot menu, then click Delete.
2
Confirm the deletion
A confirmation popup appears. Click Delete to permanently remove the bank account and its transaction data.
Setting an account as Cash at Bank
The three-dot menu on any bank account also has a Select as Cash at Bank option. This sets up the account for the client’s balance sheet, and it appears there as the Cash at Bank account under account code 701, showing the account’s balance.Balance sheet setup and how it connects to entity types is covered in full in the Balance Sheet section of these docs.