Just called CBA (Commbiz section) and they mentioned something about a form that we need to fill out. Where do I find the form and what happens after?
Any help would be appreciated.
Thanks 🌸
Did you look in the help files?
Bank Feeds available on Reckon Bank Data - Reckon Help and Support Centre
Oh and here:
Automatic bank feed to accounting software - CommBank
Kr +61407744914
Oh and fwiw, I would avoid the bank feeds until you understand the process a bit better. I get my Reckon clients to download the qif and develop procedures for how they will hand the various transactions before layering on the complexity of bank feeds. Be aware: The implementaion of bank feeds in Reckon Hosted is not particularly elegant. You may decide it isnt for you.
Call me any time to discuss
Kevin +61407744914
I'll add a couple of guides below that outline how to get setup with Fast Coding with Reckon Accounts Hosted for your bank feeds -
Thanks so much Rav. I followed the instructions and got to the bit where the tile was created, but am having trouble linking the fastcoding user to the Reckon Hosted file - it keeps saying
What did I miss?
And at what time do the forms come in?
Thanks so much Rav, really appreciate the help :-)
Christine
