A User can't see new bank transactions

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  • Updated 1 year ago
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Hi, a user can't see the new bank transactions tab, is there a user setting I need to change, as admin, so they can see new bank feed transactions? They can see the allocated tab, just not the new transactions, which are via bank feeds. Below is a screenshot of my view - 
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Jason

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Posted 1 year ago

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John G, Information Support Analyst

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Hello Jason,

Thanks for asking.  A couple of questions....

Has the Book purchased a BankData module?
What is the permission level of the User?


regards,
John
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Jason

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Hi John,

Yes we have a BankData module with bank feeds, I've never had any issues with seeing new transactions as they come in.

I thought it might have been a permissions issue, so I gave the user SuperUser status, but they still can't see the new bank transactions.

Any ideas or other things to check would be appreciated.

Thanks

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John G, Information Support Analyst

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Thanks Jason,

Raise the user's permission level to Administrator - does it make a difference?

regards,
John.