Adding a bank to Online Banking

MelPCL
MelPCL Member Posts: 4 Novice Member Novice Member
in Accounts Hosted

How do I add a Bank to the drop down list of banks for Online Banking on Reckon Accounts Hosted??

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 401 Reckon Staff Reckon Staff
    edited February 20

    Hi @MelPCL

    Please find the attached article for your reference on setting up a bank feed for RA Hosted -

    Adding and managing bank feeds - Reckon Help and Support Centre

    Connecting BankData Fast Coding to Reckon Accounts Hosted - Reckon Help and Support Centre

    Also, in order to add a bank to Online Banking, you are required to enable the Online Banking for a Bank Account from Chart of Accounts - Edit Account - Select Online Bank Details as in the screenshot attached -

    image.png

    I hope this helps. Feel free to reach out if you have any concerns. Thank you!

    Regards

    Tanvi

  • Reeta
    Reeta Reckon Staff Posts: 231 Reckon Staff Reckon Staff
    edited February 20

    Hi @MelPCL ,

    Thank you for your query.

    Please navigate to the "List" option on the main menu and select "Chart of Accounts." Once the Chart of Accounts is open, please locate the bottom left corner of the page, click on "Account," and then select "New." Choose "Bank" to proceed with creating a new bank account.

    image.png

    Hope this helps.

    Kind regards,

    Reeta

  • MelPCL
    MelPCL Member Posts: 4 Novice Member Novice Member

    Thank you @Reeta and @Tanvi_kataria for your answers.

    I have already set up the bank account in Chart of Accounts and ticked the box to enable Online Access. However, the bank I need does not appear in the drop down list to choose from and complete the rest of the information. I was just wondering if there is somewhere to add a new bank to this list or if it is something I will need to discuss with Reckon Support about. Thanks for your help.

  • Reeta
    Reeta Reckon Staff Posts: 231 Reckon Staff Reckon Staff

    Hi @MelPCL,

    Could you please provide me with additional information regarding your current situation? Are you experiencing difficulties with the online banking option, or are you unable to see the bank that you have just created under online banking section ? If possible, could you provide a screenshot of both the bank section and the online banking section? Additionally, please ensure that all required information has been completed. Since you are using Reckon Hosted, I also recommend saving all the information first and logging out completely and then logging back in to check again.

    image.png

    Let me know the outcome.

    Regards,

    Reeta

  • Kris_Williams
    Kris_Williams Member Posts: 3,812 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    What bank are you trying to add

  • MelPCL
    MelPCL Member Posts: 4 Novice Member Novice Member

    Hi @Reeta

    The bank I need to add is the Bank of Sydney.

    The bank account has been created and I have done opening transactions to the account. That is no problem. However, when I want to set up Online Banking, Bank of Sydney does not appear in the drop down list for financial institution (as below):

    image.png

    Bank of Sydney have advised to contact Reckon Support about the issue.

    Does Reckon need to add Bank of Sydney (BOS) to the list and is there some information required from BOS in order to be able to access accounts from them via RAH??

    Thanks, Melissa.

  • Reeta
    Reeta Reckon Staff Posts: 231 Reckon Staff Reckon Staff

    Hi @MelPCL ,

    Thank you for letting me know.

    I can also see from my list that the Bank of Sydney is not available for online banking. Let me find more information from our development team, and I will inform you.

    Regards,

    Reeta

  • Reeta
    Reeta Reckon Staff Posts: 231 Reckon Staff Reckon Staff

    Hi @MelPCL ,

    I have just received an update from the development team regarding the online banking status of this bank. Unfortunately, it is currently not available, but the good news is ,they may consider adding it in the next release.

    In the meantime, you are welcome to submit your request through our ideas portal. The link to the portal is given below.

    https://ideas.reckon.com/?category=6840445158385413859

    I sincerely apologize for the inconvenience.

    Kind regards,

    Reeta

  • MelPCL
    MelPCL Member Posts: 4 Novice Member Novice Member

    Hi @Reeta

    Thank you very much for checking up on this and your reply.

    We will submit the request through the portal and hope it is included in the next release.

    Thanks again, Melissa.

  • Reeta
    Reeta Reckon Staff Posts: 231 Reckon Staff Reckon Staff

    Hi @MelPCL ,

    You're very welcome!!

    Glad I could help.

    I look forward to seeing the request included in the next release.🙂

    Kind regards,

    Reeta

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