Q1. Is it possible to directly integrate my OCBC business bank account with Jaz?
Yes! You can easily integrate your bank account with Jaz & get all the transactions to reconcile.
To do so, you will need an annual paid subscription with Jaz.
Q2. How do I connect my OCBC business bank account to Jaz?
Go to Reconciliations > Bank Records and select the bank account that you want to connect
Select Add Bank Connection
Select OCBC Singapore, and click Next
When prompted, log in to OCBC Velocity with your User ID, password, and OCBC OneToken or OTP
Select the bank account(s) that you want to link to Jaz, and click Next
Select the bank account that you want to link to the chosen Jaz bank account, and the date you would like to import the bank records from, and click Next
Select Agree/Finish when prompted
Q3. What permissions do I need on my OCBC user account to be able to connect it to Jaz?
You will need the ‘Authorise and view transactions’ permission on your user account.
Q4. When will my OCBC transactions appear on Jaz?
Your OCBC transactions will be sync-ed to Jaz the next day.
For example, transactions from Monday will appear on Jaz under Bank Records by Tuesday morning.
Q5. What if I can't connect my OCBC bank account?
Note that only OCBC business bank accounts can be connected to Jaz.
If you’re unable to select the bank account (no checkboxes for selection), check that you have the right permissions for the bank account, as stated above.
If the bank transactions and bank balance do not appear on Jaz, check again the next morning, as the data is synced to Jaz the next day.
Q6. Why can't I select dates older than 12 months from today?
You can pull in bank feeds only up to 12 months from today in Jaz.
Q7. How can I re-sync my bank feeds?
Select the desired bank account from the reconciliation module and hit the sync icon on the bank feed details modal, to get new statement lines to Jaz for reconciling.
Q8. How can I disconnect a bank account from Jaz?
Go to Reconciliations → Bank Records, and choose the bank account with the connected bank feed.
On the Bank Statements dashboard, click the connection icon beside Bank Feeds, or click Manage → Add Bank Connection.
Click Disconnect.
This stops new bank feeds from coming into Jaz, and lets you connect the same bank account to another Jaz bank account.
Note: Disconnecting can’t be undone. To reconnect, you’ll need to go through the connection flow again.
Q9. What happens to my imported bank records if I disconnect or reconnect?
Bank records already imported stay in Jaz, and reconciled records stay reconciled.
When you reconnect, Jaz imports bank records from the start date you choose, even ones already imported. Check for duplicates during the review step before finishing the import.
To remove duplicate or old bank records, use Delete Bank Records. See Resetting Reconciliations.
Q10. Which bank connections are supported by Jaz currently?
Jaz supports Airwallex, Aspire, OCBC Singapore, Stripe, Wise, and Xendit bank feeds.