Bank Data Feeds and Transaction Rules

  • 1
  • Problem
  • Updated 3 years ago
  • Acknowledged
Archived and Closed

This conversation is no longer open for comments or replies and is no longer visible to community members.

Just recently upgraded to latest version of Reckon Hosted with Bank Data Feeds and Transaction Matching.
I have to say this is the most clunky piece of software design that I have seen.
The data is imported and you view the transactions. If you want to set up a transaction rule you have to shut down the bank data feed listing and then open the transaction rule page, by then you have forgotten the data that you need to set up the transaction rule.
I have to say the design looks like something from the early 2000's and it is not intuitive at all. This piece of software design in light years behind other designs 
Photo of Melinda Jane Koth

Melinda Jane Koth

  • 1,118 Points 1k badge 2x thumb

Posted 5 years ago

  • 1
Photo of Mirko

Mirko, Alum

  • 34,772 Points 20k badge 2x thumb
Hi Melinda, thank you for your feedback, it will be passed on to our Development Team. I'm sorry to hear that you have had trouble and are dissatisfied with the design. ^Mirko.
Photo of Inigo


  • 6,330 Points 5k badge 2x thumb
Photo of Myik


  • 60 Points
So frustrating and tedious Melissa, I thought I was purchasing something more user friendly too. So fed up I have asked my book keepers to take care of accounting. The interface is ugly. Please Reckon do some upgrading soon...
Photo of Lori Notman

Lori Notman

  • 424 Points 250 badge 2x thumb
I agree, Reckon bank data is horrible horrible horrible - it is a clunky, antiquated, time consuming process. Definitely should not be charged in addition to the program.
It takes multiple steps to actually get the data into the program. It cannot recognise suppliers as it includes all the blurb on the end of the transaction.
It is not something I recommend to clients, it's actually quicker to manually enter that use bank data and in these days & times is ridiculous.
Other cloud programs get bank feeds as soon as you login to the program, within the banking screen you can select which supplier, what account in COA to allocate it to, what tax code and then accept. You can create rules to apply so you don't have to code every time the same thing comes up even if it is for a different amount. It even remembers similar entries and you just have to check then click OK or accept.
I am an avid Reckon user but this part of your hosted program is useless and unless it gets with the times more people are going to change to the opposition. Rant over!
Photo of Mavis Bramston

Mavis Bramston

  • 108 Points 100 badge 2x thumb
Couldn't agree more and I am so pleased to hear of other Reckon customers having issues with this system: Reckon support had led me to believe it was just me who was struggling with it! After taking two months to actually get the feed to work, I find the importing of feeds to be taking at least twice as long as not having the online feed. The matching and rules nonsense is nowhere as efficient as that in MYOB or other packages. Will be cancelling my monthly fee.

This conversation is no longer open for comments or replies.