Bank data feeds

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  • Updated 3 years ago
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Is there any movement by Reckon to upgrade the Bank Data Feed functionality as it is quite clunky in its use
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Melinda Jane Koth

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Posted 3 years ago

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Rav, Community Manager

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Hi Melinda,

Would love to get your feedback around this. What issues are you experiencing with BankData and its use in its current form specifically?
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Melinda Jane Koth

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A) Bank data transactions are limited to a set number per month and once you reach your transaction limit it won't let you down load any more until a certain date.
b) when you see a transaction in the view screen and you want to set up a rule, you have to close down the view screen to open the tranaction rule screen. Once the rule is set up , you have to close it down, then open up the view screen again.
c) if an imported transaction is matched to a transaction rule, then it should be automatically entered into the register, and not have to be manually entered.
d) the add multiple functions, isn't flexible enough to cater for transactions that have multiple lines.

Overall compared to other accounting products is very user unfriendly. I am sure a LOT more can be done to improve functionality
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Reckon FAQs, Employee

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Thanks for the feedback Melinda.

To address your points.

a) The number of transactions you can process is unlimited.  Plans have transaction limits, so it is a matter of upgrading your plan to one with a sufficient download allowance for your needs.  Your options are:
Lite:  $3 for 100 trans
Medium:  $5 for 250 trans
Advanced:  $7 for 500 trans
Custom:  Advanced + $3 per additional 250 trans blocks.
You can upgrade or downgrade at any time.  You will have the higher option up to the next renewal date.  

b) yes. Transaction Rules was added a couple of years ago onto the existing Online Banking functionality.  In giving you added functionality, unfortunately full ease of useability for that new function has not been achieved.    

c) Its more a case that its entry has to be authorised.  That is part of the original Online Banking functionality and it is a philosophy that we are continuing even in Reckon One, so that the user has the ability to override the instruction or to modify it as needed.  

d) yes.  The Add Multiple is designed for one-line, one account documents to the same payee.  Its a good idea and its one I'll pass up the line to the Wish List.  Where multiple accounts are involved for the one transaction they have to be entered with Add One to Register.  Transaction Rules make this job easier.  


regards,
John
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Melinda Jane Koth

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a) I will upgrade the plan
b) Again my question hasn't been answered. You admit that full functionality hasn't been acheived, when will it be. Is it on your upgrades list, if so when.
c) you are comparing apples with oranges. The functionality of Reckon ONe and Reckon Hosted is nothing alike. Reckon ONe you push a button to accept the transaction and it posts the transaction. In hosted it is nothing like that. You literally have to double click the transaction, open it up and then post it.

Again when are there sheduled updates coming to upgrade this important piece of functionality, PLease Please advise urgently. Our clients pay good money for your product and we are only getting updates to the product with it is a legislated mandate. This product is not really evolving with the times
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Reckon FAQs, Employee

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Hi Melinda,

Thanks for the feedback.  All user comments are taken on board by our developers and are considered in the development cycle.  What makes the cut for a particular update will always require a decision to balance all competing interests at the time.  What is not handled in the update remains on the board for consideration in future updates.  

regards,
John