Understanding Bank Feed Colours and Rules in BrightBooks

When you load a bank feed in BrightBooks, each transaction line is highlighted in a colour. These colours show whether the transaction is ready to import and how it has been treated.

1. What the colours mean

Green

• The transaction has been fully matched:
  • It’s linked to the correct customer or supplier, and
  • It’s allocated to an outstanding invoice.
• Green lines are ready to import.

Amber / Orange

• The transaction has a valid nominal code, but it is a non‑customer/supplier transaction.
  Examples include:
  • Wages or salaries
  • Bank charges
  • General business expenses
• There is no customer or supplier allocation, and that is expected for these types of items.
• Amber/orange lines can be imported once the coding is correct.

Red

• There are still outstanding actions before the transaction can be imported.
• Common reasons include:
  • No nominal code selected
  • Missing required details (for example, VAT code or other mandatory fields)
• Red lines cannot be imported until the missing information is completed and the status changes to amber or green.