Bank Feeds only importing transactions to a previous date.

Bank Feeds only importing transactions to a previous date

When importing Bank Feed Import , it is not showing transactions up to the current date

It is likely that you have been logged out of your Bank Feeds account.

To log back in:

Step 1. Setup > Bank Feeds Setup

In this section, if you only have the 'General' and 'Account Details' tabs, you will need to login using the login button at the bottom

Note: The password is a password separate to other Practical Systems passwords, and is something you created when you set up bank feeds. If you do not know what it is, you can select 'Forgotten Password' and it will email a link to reset/change your Bank Feeds password.

If the other tabs "Banks" and "Authorisation" are present, please contact Practical Systems on 1800 624 688

Once you have successfully logged in, your 'Banks' and 'Authorisation' tabs will have returned

First check in the 'Banks' tab that your bank feeds bank is selected, the BSB and Account number are there and the status is active

Go back to Transactions > Bank Feed Import and your transactions will be imported

If you have missed several months of transactions, we recommend doing the bank feed reconciliation one month at a time to avoid errors

Article ID 4253