Bank Feed issues

Question

Hello,&nbsp;Our bank feed was only recently turned on. We have two major issues.The first is that although "match with existing" is turned on, we are not being offered the existing transactions to match with ($ are an exact match). Eg we have created a payment EP file and the bank feed is only offering open bills, not the existing EP file transaction. (it was yesterday but today is not).&nbsp;The other issue is that the bank feed is not showing up at all in the desktop app but is only showing up in the browser. There is terrible waiting time and wheels of death while matching.&nbsp;Is there anything that can be done about either issue?

princess_r · Answer

Hi arwyn,&nbsp;Appreciate you reaching out. That kind of lag would test anyone’s patience, especially when you’re trying to work through matching.&nbsp;There can be a few reasons why transactions aren’t showing up as options to match in your bank feed, but the best place to start is by checking whether the EP transactions have been recorded correctly. Once you’ve located those electronic payments, it should be a bit easier to narrow down what’s causing the issue. You can also have a look through this forum post, as it covers the main things to check when transactions aren’t appearing for bank feed matching.&nbsp;As for the missing transactions in the desktop app, it’s worth clearing your AccountRight cache first to see if that helps. If they’re still not showing after that, it would be best to get our team to take a closer look at the file and investigate what’s causing it.&nbsp;Cheers,Princess

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Bank Feed issues

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