DebraAnderson's avatar
DebraAnderson
Experienced Partner
11 years ago
Status:
Open

Bank Feeds: Allow AccountRight Live Administrator users access to apply for bank feeds

I can't stress enough how important it is that as a client advisor we need to be able to setup our client's bank feeds.  It is ridiculously time consuming and painful that we have to get the client's...
Banking
DebbieChen's avatar
DebbieChen
Cover User
4 years ago

I totally agree with the ability to allow administrators  to set-up bank feeds and super. I am currently on the opposite side of the fence with my accountant being the "owner" of my Accountright. I totally refuse to give him my login details to my bank to set up bank feeds as it's against the banks policy not to mention giving an outsider access to my bank account! 
this must change ASAP as I currently have to enter everything manually! 
I'm even looking at moving to competition if this issue is not addressed soon.