Reckon Accounts Hosted - Importing Bank Statements

Baymax
Baymax Member Posts: 2 Novice Member Novice Member
in Accounts Hosted

Hi Folks,

I'm an IT Support specialist / Developer - I'm working with a client who has just moved to Reckon Accounts Hosted & they'd like to get their statements uploaded without having to do it manually? They also need to Export files to a local (network) drive.

I know there is the floating tool bar, but I'm dealing with time-poor & non-tech savvy users who are not coping with the whole 'virtual' thing. So ideally, I would like to be to,

Statements

  1. Drop the statement file in the usual Network drive (e.g.: S:)
  2. Run a script to copy the statement file to the cloud location (ideally import it too).

Exports

  1. Export their files into a cloud drive location,
  2. Monitor said location with a PowerShell script,
  3. Copy the target file to the Network drive they need it in (e.g.: S:).

Not sure if any of that is possible, I've been doing a lot of reading & I know CData produce a set of PowerShell CMDLETS and also there's the API, which I don't think works with Reckon Accounts Hosted - hard to know the doco is pretty heavy & often refers to Reckon One.

Any guidance, direction, pity would be appreciated,

Thanks,

Tony.

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