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Connecting Bank Feeds

TanyaBennett

Hi, I am logging in under the owner > administrator > file roles are all ticked, however when I go to connect the bank feeds it is saying I do not have access. It is only available to business owners and administrators? Please advise how I can connect the feeds. Thanks

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Princess_R

Hi @TanyaBennett,

That message usually pops up when the login you’re using to set up bank feeds isn’t recognised as having the right online role for the business, even if the file roles look fine inside the company file. Only an Online owner or Online administrator can set up bank feeds. Here’s a handy guide that walks through connecting bank feeds.

Cheers,

Princess

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TanyaBennett

Hi, I thought this was resolved, however i need more advice. Please see my attachment. I am not sure what additional access I need to give them. Thanks

Document32.pdf

Princess_R

Hi @TanyaBennett,

Cheers,

Princess