Bank Feeds - AccountRight 2020.4

[PeterC1956]

We have two accounts under our serial number - one we use for our customers and the other we use for pays for employees and for paying our contractors, paying credit card bills and company bills etc. Can we set up the bank feed to separate the fees out into the two separtae accounts?

[Komal_S]

Hi @PeterC1956 

If all the transactions are for the same bank account, you can create bank feed rules in the software to allocate different payments to different account codes.

Let us know if you have additional questions on this. 

[PeterC1956]

Please see attached - our client accounts are under the business called P N & J H CHAUNCY PTY LIMITED where as our employees, contractors and suppliers are under the bsuiness called P N & J H CHAUNCY PTY LIMITED accounting and the bank feed would need to be linked ot both of these accounts and we choose which payments go where under each of these account s - is this do-able?

[Komal_S · Accepted solution]

Hi @PeterC1956 

Thank you for providing additional information.

As these two are registered as different company files on one serial number, bank feeds for the same bank account cannot be linked for both of them. You will have to manually import bank feed transactions for one of these files.