Table of Contents

View and modify bank feeds

Understand bank feed statuses, view and edit bank feed details and delete bank feeds in Reckon One and Reckon Accounts Hosted.

See the status of a bank feed

To see the status of a bank feed, go to the relevant screen for your product:

Reckon One
1. In the Reckon One Banking menu, select Bank Connections.
Reckon Accounts Hosted
1. From Portal, select BankData from the menu on the left of the screen.
2. On the BankData tile, select the ellipses menu (3 dots in the top right corner) and select Bank Feeds.

The Status column displays the status of a feed:

  • Awaiting form - will show when a form needs to be uploaded or when the bank is yet to activate a direct feed
  • Form received - will show when BankData has received the form
  • Bank-gen addition - will show for banks with online sign-up, when the feed is awaiting the first bank transaction
  • Form with bank - will who when the form has been sent to the bank
  • Active – will show when the first transaction has been received from the bank into Reckon

View feed details

To view feed details such as the type of feed, bank account, status, go to the relevant screen for your product:

Reckon One
1. In the Reckon One Banking menu, select Bank Connections.
Reckon Accounts Hosted
1. From Portal, select BankData from the menu on the left of the screen.
2. On the BankData tile, select the ellipses menu (3 dots in the top right corner) and select Bank Feeds.

In the Actions column, next to the feed you wish to view, select the paper icon (when you hover over the icon it will say "View feed details"). 

Edit bank feed name

To edit the Account name, go to the relevant screen for your product:

Reckon One
1. In the Reckon One Banking menu, select Bank Connections.
Reckon Accounts Hosted
1. From Portal, select BankData from the menu on the left of the screen.
2. On the BankData tile, select the ellipses menu (3 dots in the top right corner) and select Bank Feeds.
  1. In the Actions column, next to the feed you wish to view, select the paper icon (when you hover over the icon it will say "View feed details"). 
  2. Select the pencil icon next to the name. 
  3. Type to change the name. 
  4. Select the tick to save.

Delete a bank feed

Deleting a feed will cancel the feed so that it no longer receives transactions. If you'd prefer to keep the feed active but not have it linked to any bank accounts, you can unlink the bank feed instead.

Only the person who added the feed has the permissions to unlink and delete the feed.
Reckon One
1. In the Reckon One Banking menu, select Bank Connections.
Reckon Accounts Hosted
1. From the Portal, select BankData from the menu on the left of the screen.

2. On the BankData tile, select the ellipses menu (3 dots in the top right corner) and select Bank Feeds.
  1. In the Actions column, next to the feed you wish to delete, select the rubbish bin icon (when you hover over the icon it will say Delete this feed).
  2. Select Delete this feed.

Read more

Need more help?

Ask the Reckon Community at: https://community.reckon.com

Or Log a Support Ticket: https://www.reckon.com/au/support/

How did we do?

Bankdata: Re-verify Your Login Credentials / "You need to use your netlock device" for Commbiz

Set up Open Banking

Related Articles

Set up Open Banking
Set up Yodlee feeds
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)