Bank Feed issues
Hello, 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 m...
Forum Discussion
Hi arwyn,
Appreciate you reaching out. That kind of lag would test anyone’s patience, especially when you’re trying to work through matching.
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.
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.
Cheers,
Princess
