Adding Business Finance Assistant summary panel to Online for Business
You can now add a Business Finance Assistant summary panel to Online for Business. The panel will allow you to:
- quickly check your monthly performance
- see reminders for your accounting activities
- take you directly to key Business Finance Assistant features without having to log on separately.
To add Business Finance Assistant to Online for Business, please follow the steps below. You will only have to do this once:
1. Log onto your Online for Business bank account.
2. Choose “Accountancy” at the bottom of the left-hand menu and select "Log on".
3. Enter your Business Finance Assistant email address and password.
4. Once you’ve logged on, you will see the following message and the connection will be made.
5. The next time you log onto Online for Business, you will see the Business Finance Assistant summary panel alongside your bank accounts.