Forum Discussion

kikidedes's avatar
kikidedes
Partner
5 years ago
Solved

Re-starting Bank Feeds after 6 months

I have a client who was using bank feeds to reconcile their accounts. But after hiring a new staff member to take over, this staff member refused to learn how to use the bank feed to reconcile and wo...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi kikidedes 

     

    Bank Feeds will come through to an AccountRight business and wait for the user to select Get Transactions, that is if they are not automated pulled through. If those bank feeds are not required, after receiving them into the company file they can be hidden by the user by right-clicking on the transaction and selecting Hide Transaction. Note: This does need to be done individually, there is no bulk hide option.

     

    In saying that, and hearing the situation, I would have thought that if you have an employee that has since left the company you want to ensure that the potential transactions that they had entered (if any) have been entered correctly and truthfully. Having those bank transactions come in would be able to see that what transactions have come through the bank account and to ensure that they should have occurred and were done correctly.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi kikidedes 

 

Bank Feeds will come through to an AccountRight business and wait for the user to select Get Transactions, that is if they are not automated pulled through. If those bank feeds are not required, after receiving them into the company file they can be hidden by the user by right-clicking on the transaction and selecting Hide Transaction. Note: This does need to be done individually, there is no bulk hide option.

 

In saying that, and hearing the situation, I would have thought that if you have an employee that has since left the company you want to ensure that the potential transactions that they had entered (if any) have been entered correctly and truthfully. Having those bank transactions come in would be able to see that what transactions have come through the bank account and to ensure that they should have occurred and were done correctly.

  • kikidedes's avatar
    kikidedes
    Partner
    5 years ago

    ok thank you.