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Can't get Bank Feeds

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ssp123
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Can't get Bank Feeds

I am the business owner and online administrator.


Can somebody please check my account and tell me why I can't access bank feeds?

 

Screen shot attached.

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CloverQ
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Re: Can't get Bank Feeds

Hi @ssp123

 

Please allow me to extend you a warm welcome to the Community Forum. I hope you find it a valuable resource.

 

I've just spoken to our Bank Feeds team, who could see that it appears when you tried to get bank feeds, it was pointing to a different company file. 

 

Is this the only company file you have? Is this a newly created company file, or an existing file migrated from a different serial number? Also when you go to Bank Feeds > Manage Bank Accounts, is there an Associated Account selected?

 

Looking forward to hearing from you. 

Kind regards,
Clover

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ssp123
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Re: Can't get Bank Feeds

Hi Clover,

 

It's an existing file migrated over with a new serial number.

 

When I go to Bank Feeds, my business banking account is sitting there with the status "Bank Feed Ready".

 

Please advise.

 

Thanks

SSP

Matyas_K
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Re: Can't get Bank Feeds

Hello @ssp123,

 

Thank you for updating us with that additional information.  I've spoken to our BankFeeds team again and they can see that there are transactions feeding for account - so everything should be working okay.  What they've requested is that when trying to retrieve the bank feeds that you re-type your e-mail address in lower case and un-tick the remember me while re-typing the password.  If it still isn't working what we'll need you to do is go to Bank Feeds > Manage Bank Accounts > Check/Update Status and let us know if the status here changes.

 

If you still aren't receiving any feeds I might need to grab some further details from you so that they can investigate further.  If possible could you send either myself or @CloverQ your serial number and the company file ID found under Help > About MYOB AccountRight...

 

Looking forward to your response so that I can assist you further.


Regards,
Matyas


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ssp123
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Re: Can't get Bank Feeds

@Matyas_K and @CloverQ I have sent you both a PM.

 

After following your suggestions I still get the same error message.

 

Have emailed you my serial number and company ID.

ssp123
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Re: Can't get Bank Feeds

Please, I need to do the bank recs by Monday because our BAS agent is coming first thing Tuesday.

CloverQ
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Re: Can't get Bank Feeds

Hi @ssp123

 

I've responded to your private message with more details of this situation. 

 

Please follow my suggestions and do let me know how you go.

Kind regards,
Clover

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ssp123
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Re: Can't get Bank Feeds

@CloverQ or @Matyas_K please delete the image above as it shows my company name.

CloverQ
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Accepted Solution Solved

Re: Can't get Bank Feeds

Hi @ssp123

 

I've removed the screenshot as requested. 

 

I can also see you've gotten in touch with our phone support representatives, and have successfully changed to the new serial number in the file you are using. Bank Feeds should be pushed out now, and you shall receive them on the next business day. 

 

On a side note, Bank Feeds only brings in transactions from the date it becomes ready, so for the earlier period you'll need to reconcile it manually, or via importing statements. 

 

Please do not hesitate to post again at any time if you have more queries.

Kind regards,
Clover

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