4 months ago
Bank feeds
Since the upgrade most of my automated bank feeds are not working. They are still alive and the ruke is in place but its not activating when the feed comes in.
Can anyone help please!!!!
Charlie
Since the upgrade most of my automated bank feeds are not working. They are still alive and the ruke is in place but its not activating when the feed comes in.
Can anyone help please!!!!
Charlie
Hi charlieemmerton,
Updates generally don't affect bank feed connections as the bank feed feature updates separately from the program. It may be best to create a support ticket from the My Account page, as this will need troubleshooting from the bank feeds team to fix.
In the meantime, don't hesitate to create a new thread if you need any other help.
Thanks,
Genreve
Thanks Genreve.
on review its probably not the the bank feed. once the bank feed some of the rules are not working , others are. Ive checked to see if the rules are inactive or what but they all appear ok, but not working.
Hi charlieemmerton.
Thanks for clarifying. If the issue is about the bank rules not applying to the bank transactions they are supposed to apply to, the bank rules setup needs to be checked for any issues in the information format. Alternatively, if you can't find any issues with the bank rules setting, you can delete the bank rule and recreate it as it may fix how the system reads it.
If the issue persists after going through the troubleshooting steps, I recommend reaching out to the support team via the My Account page.
Regards,
Genreve
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