Bank Feed set up issues
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Hayley Coates
Member Posts: 9 ✭
I am trying to set up a bank feed for our bank account in Reckon Hosted and after following all of the steps in this tutorial (https://community.reckon.com/reckon/topics/setting-up-reckon-bankdata-for-accounts-business-and-acco...) it is not working.
When I try to import the transactions I get the following error:
Getting transaction summary error.
You don't have permission to request bank feeds for this account. Please check the Branch Code, Account Number or Yodlee ID in the Bank Account set-up
I have double checked all of the above data in the bank account set-up, the account in active in bank feed and no matter what I do it will not import the transactions.
Is there something else that I need to do to get this working?
When I try to import the transactions I get the following error:
Getting transaction summary error.
You don't have permission to request bank feeds for this account. Please check the Branch Code, Account Number or Yodlee ID in the Bank Account set-up
I have double checked all of the above data in the bank account set-up, the account in active in bank feed and no matter what I do it will not import the transactions.
Is there something else that I need to do to get this working?
1
Comments
-
Hello Hayley,
Thanks for getting in touch.
Usually the error is where the message says, so review your entries on the Online Bank Details tab. A typical direct bank feed will look like:
Take note that there are no non-numeric characters or spaces and that the YodleeID field is blank.
If you still get an error, check Banking Preferences and ensure you have the correct userID (format: 1234567-1) and password entered.
Hope this helps.
regards,
John.0 -
Hi John,
I have checked the screens you suggested and cleared the data that was there and re-entered it just incase there was an incorrect character or space however I am still getting the same error.
Are there any other settings I should be checking or changing?0 -
Thanks Hayley,
Please get in touch with BankData support on bankdata@reckon.com. Send them screenshots of:- your Bank Online Details tab for this bank account;
- Edit > Preferences > Banking > Company Preferences screen;
- The request for download screen and any error message;
- the Transactions Summary Screen and any error message.
regards,
John0 -
Hello, I appear to be having the exact same issue - has this been resolved?
0 -
Disregard - the knowledgebase issue 5470 incorrectly states a Yodlee format as 12-345-6789 when it is the Bank Account format that requires the dashes. Problem is solved.0
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