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Product Ideas

Bank feeds: Starting from a particular date

User

7Posts

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7 Posts
User
Australia

When we are setting our new clients up on Liveaccounts it is very difficult to predict when the livefeed will start.

 

We have some clients who don't want to go back and enter in the first part of the year (they will just collate their data from both systems at 30 June).

 

For example, if we could set a date at least 2 weeks into the future (such as start of month, or BAS period) then it would be easier to merge the clients onto liveaccounts.

 

"Bank Feed as at a particular date"