Setting up bank feeds in Reckon Hosted

Helon1944
Helon1944 Member Posts: 8 Novice Member Novice Member
in Accounts Hosted

We emailed in a bank authority to bankdata@reckon.com over two weeks ago to set up bank feeds. So far we've heard nothing further. What is the "normal" time lag before bank feeds are ready to go live?

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,205 Reckon Community Manager Community Manager
    edited July 28

    Hi there @Helon1944

    Thanks for joining the Community but also sorry to hear its been a while since you've heard back from us.

    Let me follow up on where your email has got to. Can I just confirm the email address you sent your application FROM is the same email address that your Reckon Community account is registered under?

    Also, the last 4 digits of the account number.

  • Zappy
    Zappy Accredited Partner Posts: 5,252 Accredited Partner Accredited Partner

    You can download a qif file from your bank and import it to Hosted

    Easier than the bank feeds

    Cheaper

    Call me any time

    Kevin 0407 744 914

  • Helon1944
    Helon1944 Member Posts: 8 Novice Member Novice Member

    Thanks Rav. In answer to your question - NO, the email address that I sent the application FROM is not the same email address that the account is registered under, as I was working from home that day. The email address is registered under the name of the principal of the firm that I work for. The last 4 digits of the account number is …3454.

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,205 Reckon Community Manager Community Manager

    Thanks for getting back to me @Helon1944

    I'm going to shoot you a private message in a sec, can you please respond to it with the email address your email was sent from along with the date it was sent. I'll follow up with our BankData team to see where things are at.

  • Helon1944
    Helon1944 Member Posts: 8 Novice Member Novice Member

    Sorry, Rav - forgot to add that original form emailed to bankdata on 11th July.

    Many thanks,
    Helen

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,205 Reckon Community Manager Community Manager

    Hi @Helon1944

    I've checked in with the team about this and have some details to run by you. They've received a couple of applications on the 11th for an account ending 5206. The feed for that bank account is active.

    However you've mentioned above, the last 4 digits of the bank account number sent in the application is 3454. We haven't been able to track that down. Can I just confirm that is accurate?

  • Helon1944
    Helon1944 Member Posts: 8 Novice Member Novice Member

    Oh Rav! I'm so sorry, but when you asked me for the "account number", I assumed you were talking about the "client account" number, not the bank account number. My apologies for causing you a fruitless search by being so dense….

    The bank account is definitely the one ending in 5206, so I'm delighted that the bank feed for that is now active.

    I really appreciate all your help - and your patience!

    Blessings,

    Helen

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,205 Reckon Community Manager Community Manager

    Ah excellent! No worries at all, glad we got to the bottom of it 😄

    Sing out if you have any further trouble 🙂

  • Helon1944
    Helon1944 Member Posts: 8 Novice Member Novice Member

    Finally have the Reckon Hosted bank feed up and running, although still trying to work out some wrinkles in the coding.

    I commented to the Support person yesterday that I find it very awkward to have to sign in to Reckon Hosted, then sign in to the Portal, then sign in for Bank feeds. Such a convoluted process….😕

  • Zappy
    Zappy Accredited Partner Posts: 5,252 Accredited Partner Accredited Partner

    @Helon1944

    You know if you import a qif file you can bypass all of this.

    Reach out if you'd like some help

    Kr

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