Instant Account Verification (IAV) & Sage Point And Claim

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  • Updated 4 years ago
Would be a great idea to integrate Yodlee Instant Account Verification (IAV) into Reckon One and Reckon One Mobile so we no longer have to wait a month for bank feeds to become active and also integrate Sage Point & Claim into Reckon One mobile so we can take a picture of our receipt on our smartphone and their integrated OCR software that is in Point and Claim can sort the receipt data into the respective areas.
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‍Bryan Smith

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  • cool

Posted 4 years ago

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Melinda Jane Koth

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Good luck with that one they can't even fix up the problems that they have, or make the minor fixes that would make everyone's life easier.
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Reckon FAQs, Employee

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Hi      ,

Welcome to the Reckon Community.

Most banks with the more secure direct bank feeds are also accessible by Yodlee feeds for both Reckon One and Reckon Accounts.  In most cases you will be able to download transactions from the next day.

When adding your bank account to your BankData record just select "My financial institution does not appear in the list' to open the Yodlee list of institutions, and select your bank.


regards,
John.
Hi there, thanks for your feedback. We really appreciate it. You are the third person in the past few weeks that has given us this type of feedback. We have tried to make contact with Reckon but have not heard back. Do you have a contact name and number for someone that works there?

Farshid Alavi M
Point&Claim
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John G, Information Support Analyst

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Hi Farshid,

Your welcome.

Please send your request in a brief form to community@reckon.com and I'll forward it on to the relevant section and have someone get in touch with you.  


regards,
John
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Glenn Wilkinson

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Hi there I have been in contact with the Point and Claim developers and managed to introduce the developers to the Reckon team. I really hope this integration with Point and Claim can be added to the Reckon One Mobile App, it would be the most useful business app on my phone for collecting, collating the many receipts which accumulate in my wallet. The Point and Claim product is extremely accurate and real time saver. C'mon Reckon, pick up the ball and run with this one!!!!!