Managing your bank feeds in Reckon One has become much simpler!
Redesigned from your feedback, bank feeds are now managed directly from the Bank Accounts page instead of a separate screen, feed statuses are clearer and more consistent, and there's a dedicated place to handle feeds that aren't yet linked to a bank account.
Check out what's new!
✨ Manage feeds from the Bank Accounts page
We've said goodbye to the standalone bank feed management screen and have also removed the Manage Bank Feeds button that appeared at the top of the page.
Now, each bank account has a dedicated View and Manage Bank Feed option in its menu!
If no feed is setup yet, you'll see a Connect Bank Feed option instead which will take you through setting up a feed.
✨ View and Manage Feed Details
When you click the View and Manage Bank Feed option on a bank account, a new pop-up will appear which give you full details of the connected feed, including:
- Bank name, account name, BSB and account number (or account number for NZ bank accounts), and account type.
- Feed status, feed type, and last updated, first transaction and last transaction timestamps.
- If your feed is an Open Banking feed, you'll also see a Consent Expiry Date.
✨ Action buttons
Depending on the type of feed you have, you'll have access to further actions which will appear as buttons on the bank feed detail popup and also the Unlinked Feed screen (more info on that below).
Open Banking - Reconsent, Unlink feed, Delete Feed
Direct Feed - Download Form, Upload Form, Unlink Feed, Delete Feed
Yodlee - Reauthenticate, Unlink Feed, Delete Feed
✨ The new Unlinked Bank Feeds screen
If you've got a bank feed that isn't linked to an account yet, you'll see a warning banner at the top of the Bank Accounts screen with a link to View Feeds.
This will take you to the new Unlinked Bank Feeds screen which lists each unlinked feed along with the ability to link the feed to an existing bank account in your book, or create a new one. Easy peasy!
✨ New statuses for your feeds
You can now see specific statuses for your feeds! These will appear on the Bank Accounts screen, the Unlinked Bank Feeds screen and any bank feed pop-ups menus.
Check out the table below for a list of statuses and what they mean 👇
Status | Feed type | What it means | Actions you can take |
|---|
No feed connected | N/A | No feed has been set up for this account | Connect your Bank Feed |
Active | All | Feed is active and running | - |
Awaiting form | Direct feed (form only) | Feed created but form not yet uploaded | View Details |
Awaiting bank | Direct feed | Form sent to the bank, awaiting connection | - |
Form rejected by bank | Direct feed | The bank rejected the form | Re-upload |
Consent expiring | Open Banking | Consent expires in less than 30 days | Re-consent |
Consent expired | Open Banking | Consent has passed; no new transactions until actioned | Re-consent |
Re-authentication required | Yodlee | Bank authentication needed; no new transactions until actioned | Re-authenticate |
Feed error | All | An issue with the feed is stopping transactions | - |
