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MichelleBerndt's avatar
MichelleBerndt
Experienced Cover User
4 years ago
Solved

associating an account to a bank feed

Hi I can't get a Long Term Liability and an "Other Liablity " to associate with a bank feed.   I have my credit card liability associated no worries but can't get the other accounts to show in the drop down box to link it to my new long term loans.    Does a liability account have to be credit card type to link?  

 

Many thanks Michelle. 

  • Neil_M's avatar
    Neil_M
    4 years ago

    Hi MichelleBerndt 

     

    Bank feeds can only be associated to “Bank Account” and “Credit Card” type of accounts. Other types of accounts cannot be associated with bank feed accounts.

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  • Neil_M's avatar
    Neil_M
    Former Staff
    4 years ago

    Hi MichelleBerndt 

     

    Bank feeds can only be associated to “Bank Account” and “Credit Card” type of accounts. Other types of accounts cannot be associated with bank feed accounts.

    • MichelleBerndt's avatar
      MichelleBerndt
      Experienced Cover User
      4 years ago

      Thanks Neil - that makes sense.  I guess there is no reason why I can't change my loan to be a credit card type? really is there. 

      • Neil_M's avatar
        Neil_M
        Former Staff
        4 years ago

        Hi MichelleBerndt 

         

        From a functionality perspective, the type of account assigned to an account determines its availability in certain windows and where the account displays in certain reports.

         

        Credit card type of accounts are treated by the system as transactional so if an account was set as a credit card type it will appear in windows like the spend and receive money windows and could be selected as a result.

         

        Outside of that you may want to have a discussion with your accountant over whether they have any issues with you changing the classification type of the account