Bank Feed set up issues

Hayley Coates

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?

John G

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.

Hayley Coates

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?

John G

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,
John

Wendy_9933611

Hello, I appear to be having the exact same issue - has this been resolved?

Wendy_9933611

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.