Bank Feed- Is it worth it?

Hi there. Have been a reckon user for over 10 years. There are many great features and Im a great fan. However.... It may just be me, but I cannot see how the bank feed feature actually saves any time or provides any advantages. Because only the Payee is imported and the reference and Description are left out for the majority of transactions I have no idea what the transaction is. Is this a user issue? (would not surprise me) or is this a software issue?
The same applies to bank rules. Limited use?
Is there likely to be an upgrade one day that makes this area more user friendly. (Please excuse my blasphemy but something akin to Xero would make Reckon unstoppable)
If it is an obvious user issue then happy to be guided.

john

210 Points

Posted 2 years ago

2 years ago

Jason Hollis, Head of Product

10,208 Points

Hi John, as a long time user you would know we are working with source code originally from our US partner, so unfortunately the guys have done the best they can within that framework.

That said, we are indeed currently working on an entirely new bank feed / rules / matching process. It will be firstly rolled into Reckon One and then our plan is to introduce the same tech to Accounts Hosted and then Accounts Desktop (of course Hosted and One are easier as they are already in the cloud), but desktop is definitely in the plans.

(Edited)

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2019-08-21T12:01:51+00:00

ann barr

80 Points

I have been trying to get a bank feed issue resolved by the customer service team for over a week. I can't login to Bankdata. I have signed up and paid for the feeds but the customer service team have been giving me the run around all week. They keep saying that it will be fixed but then don't bother to get back to me. Very unsatisfactory and wasting a lot of time ringing them up and chasing up the issue with someone new each time then having to go through the whole process again.

(Edited)

2019-08-21T23:53:17+00:00

Rav, Community Manager

88,682 Points

Hi Ann,
Do you have a case number that you can give me and I'll have a chat with the team to see what's happening.

What's the latest info they've given you?

(Edited)

2019-09-25T14:46:23+00:00

Julie Feher

140 Points

Well Ditto!!!! And I never got a case number either or a follow up email. I had to instigate that myself. I was told it was being escalated....hhmmm and after 2 3/4 hours on the phone yesterday....still no resolution!

2019-09-25T14:47:39+00:00

Julie Feher

140 Points

Has the Bank feed upgrade happened yet in Reckon Accounts?

2019-09-26T02:10:00+00:00

Rav, Community Manager

88,682 Points

Hi Julie,
I'm sorry to hear you've had a rough experience with this so far. I can see that the support team has indeed escalated your case to our BankData specialists and they've been in touch already to try get this sorted ASAP.

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