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New bank feed .

Question asked by Ros Rigby 3 months ago

The new bank feed does not appear to be up dating four times a day, so now I cannot even see the bank balance, any ideas.

5 Replies

Hi Ros,

This would depend on your bank. Your bank feed will automatically refresh and pull in new transactions served by your bank 4 times a day. If your bank has not served the transactions unfortunately, this would mean there would be nothing to pull through. When you say it is not updated, when are transactions coming through?

All the best,

Mohamed.

I completed the up date to the automatic feed yesterday and all the transactions appeared. When I look today I see the below Last import: 18 Mar 2020 09:48 am

We were expecting a payment in the bank yesterday from a customer and I need to establish if it has been paid. If there had been no movement in the bank is the above the message I would see?

Hi Ros,

That is correct. If there are no posted transactions this is what you should see. Please note that pending transactions would not appear.

All the best,

Mohamed.

Thank I will ask a director to check and if there has been transactions will get back to you.

Thanks.

Hi Ros,

No problem. Have a lovely day.

All the best,

Mohamed.

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