Conversations

Conversations 1 - 20 of 49
Photo of Jay Garland
Yodlee Error
One of my NAB credit cards (when I log into Bankdata) has the error YODLEE ERROR in the status column. When I click on the hyperlink I ge...
  • 1 me too
  • 4 replies
  • Problem
Photo of Jay Garland
Transferring between two "online" accounts
In the USA, when you move funds between two accounts that are set-up with online banking, you can check the box ONLINE FUNDS TRANSFER to ...
  • Jay Garland, 1 week ago

  • 1 me too
  • 0 replies
  • Problem
Photo of Jay Garland
Match Transactions
When I match transactions using the ONLINE BANKING function, sometimes there's one entry I need to go away and check. There's only CANCEL...
  • Jay Garland, 3 weeks ago

  • 1 me too
  • 0 replies
  • Idea
Photo of Jay Garland
Online banking > bankdata import
I have two accounts that use YODLEE: AMEX and a business card linked to my nab account. The AMEX always work fine, however the nab busine...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Jay Garland
Invoice request for closed period
A company has been paying me weekly payments for my services (as a commission bonus they calculate). I've been processing payments as a G...
  • 1 me too
  • 5 replies
  • Question
Photo of Jay Garland
Splitting GST allocations when receiving invoice payments
I have some invoices I've raised for a company that has a policy of paying the invoice in two payments. One payment is the non-GST compon...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Jay Garland
Company Snapshot Filters
In the COMPANY SNAPSHOT pane, it list PREV YEAR INCOME COMPARISON and PREV YEAR EXPENSE COMPARISON. The figures though are for calendar y...
  • 1 me too
  • 3 replies
  • Question
Photo of Jay Garland
Undeposited Funds
I needed to transfer money from BANK ACCOUNT A to BANK ACCOUNT B and the funds sat in a holding account for a week. I don't wish to recor...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Jay Garland
referral program
Does Reckon have a referral program? I often recommend Reckon to my business associates and the other day someone asked for my referral c...
  • 1 me too
  • 1 reply
  • Question
Photo of Jay Garland
Report without sub-classes
I want to generate a P&L by class. When I generate the report it has columns for the sub-classes and a total column for the class. I don'...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Jay Garland
help desk security concerns
I needed to call tech support with a problem. I was asked to provide my log-in details with password so that they could ascertain the pro...
  • 2 me toos
  • 6 replies
  • Problem
  • Acknowledged
Photo of Jay Garland
AMEX Data Feed not working
My AMEX datafeed stopped working the other week and was downloading ZERO entries. I waited a week or so and it didn't resolve so I went i...
  • 1 me too
  • 2 replies
  • Problem
  • Not a Problem
  • Archived
Photo of Jay Garland
DONE button not working in Microsoft EDGE
I always use Microsoft EDGE to do my data entry and reconciliations. As of the last week, when I'm matching downloaded transactions in ON...
  • Jay Garland, 1 year ago

  • 1 me too
  • 0 replies
  • Problem
Photo of Jay Garland
Deleting Bankfeed
I have been issued with a new AMEX card so I've needed to set-up a new AMEX feed. This now works. To keep my Bankdata feeds neat and tidy...
  • 1 me too
  • 2 replies
  • Problem
Photo of Jay Garland
Updating credit card YODLEE
AMEX have updated my credit card number. It would be great if there were instructions somewhere in the Reckon Bankdata feed help (https:/...
  • 1 me too
  • 3 replies
  • Idea
Photo of Jay Garland
onlink banking: process invoice payment
I use ONLINE BANKING to streamline data entry for my bank accounts. When I receive payment against an invoice, I select "AS A PAYMENT ON ...
  • Jay Garland, 1 year ago

  • 1 me too
  • 0 replies
  • Problem
Photo of Lucas Anstiss
Reckon Hosted not savings my Yodlee ID for Credit Card Feeds
I am using 'BankData Imports' in Reckon Hosted for my main bank account and for 2 credit cards. The data import for the bank account work...
  • 1 me too
  • 14 replies
  • Problem
  • In Progress
  • Archived
Photo of Jay Garland
adding bank feed
I got a replacement AMEX card so my credit card number changed. When I put my new card number into Reckon, I didn't have the ability to d...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Jay Garland
Income Tax
I'm a sole trader (not a company) and have a TAX PAYABLE account set-up as an OTHER CURRENT LIBALIBITY. I'm assuming this manages GST onl...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Jay Garland
NT (no tax) tax code
I needed to create a tax code that wasn't going to be tracked on the BAS so I created NT (for No Tax). I found leaving the tax code blank...
  • 1 me too
  • 11 replies
  • Question