HI, If a bank account in the Banking Hub does not show the bottom area that you put the bank account number in, this indicates that there cant be any bank feeds? Is this correct?
Also, i have another bank account where the Bank Account Type is empty, however the bottom area is filled in with bank account details? So this does have bank feeds? Thanks
Hi TanyaBennett,
No, all of them has no connection as long as the account is set up as Asset (Detail) and the category type is Bank Account. Even if the bank details section is showing at the bottom, that doesn't mean bank feeds can't be connected. The key thing to check is the connection status. If it says No bank connection, then there aren't any bank feeds set up for that account. Here's a link with more info that walks through how bank feeds work and what to look out for: The Banking hub.
Regards,
Sai
Hi, thanks. Where do you put the bank account BSB & Account details?
Hey TanyaBennett,
You can pop the bank account BSB and account number in by opening the category in your Chart of Accounts and entering the details directly in the account setup window. Make sure to check out this link for more info. If you have other questions about bank feeds, feel free to reach out to our team so they can give you a hand. You can contact them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account.
Cheers,
Doreen
Thank you. I believe that your support will be needed for the account as it is a bit of a mess. I will get the client to contact you through their My Account for assistance. Thanks for your advise
