Forum Discussion

tilly7175's avatar
tilly7175
5 years ago

Clearing bank feeds

I have had bank feeds for a couple of years now and haven't been using them. I was wondering if I removed or cancelled the bank feed then reapplied would I get new bank feed to start fresh without ye...
Bank feeds
clearing old data
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi tilly7175 

     

    Bank Feeds will flow through from when the user's application is approved by the Bank. Should you not collect those transactions into the company file they will sit waiting for a user to select the Get Bank Transactions option. This does mean that if you have been approved a while ago but have not used the feature the transactions will start to collate and come through when the user selects the Get Bank Transactions button (in some cases, they may automatically have flown through).

     

    Should you be in the situation where you have had bank transactions come in that are no longer required you would be looking at hiding those transactions. This can be done by right-clicking on the individual transaction and selecting Hide transaction. Do note that this no bulk hide option, you do have to hide them on an individual basis.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi tilly7175 

 

Bank Feeds will flow through from when the user's application is approved by the Bank. Should you not collect those transactions into the company file they will sit waiting for a user to select the Get Bank Transactions option. This does mean that if you have been approved a while ago but have not used the feature the transactions will start to collate and come through when the user selects the Get Bank Transactions button (in some cases, they may automatically have flown through).

 

Should you be in the situation where you have had bank transactions come in that are no longer required you would be looking at hiding those transactions. This can be done by right-clicking on the individual transaction and selecting Hide transaction. Do note that this no bulk hide option, you do have to hide them on an individual basis.

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