Blog Post

The AccountRight Blog
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Improve collaboration around your bank feeds

Merrin's avatar
Merrin
Former Staff
10 years ago

Let the people authorised to allocate and match your banking import the latest transactions from the bank.

 

Great news for those of you whose bookkeeper, accountant or colleague match and approve bank feeds. You’ll no longer need to log in to AccountRight and click Get Bank Transactions on their behalf. They’ll be able to do it themselves.

 

get bank transactions.png

 

Even better, you don’t need to do anything as this change is happening automatically.

 

Rest assured, this doesn’t change who can see your banking information. You can still control who has access to the banking command centre, and all your banking details.

 

Check the online help for more information about controlling access to bank feeds.

Updated 10 years ago
Version 1.0
  • Merrin's avatar
    Merrin
    Former Staff

    Hi Renae (CloudMindAcc)

     

    Thought this change might make a couple of partners happy. Thanks for letting us know. :)

     

    M

     

     

  • CloudMindAcc's avatar
    CloudMindAcc
    Ultimate Cover User

     love your work MYOB... thanks for making this change:smileyhappy: this will make some bookkeepers and consultants very happy indeed