Forum Discussion

5 years ago

Old Unused Bank Feeds

Hello, We registered for Bank Feeds back in 2017 but clearly haven't been using it. I am now wanting to enforce this process but how do I clear the old records? The transactions have alrea...

Bank feeds

bulk hide

Steven_M
5 years ago
Hi KylieRB

Bank feeds will be pushed through to a company file when the bank approves the application request. If you don't receive those transactions straight away they do sit waiting for the user to receive those transactions into the company file. So in your case, as the bank has approved your application back in 2017 and you haven't received those transactions into the company file, as such they are waiting for you to receive them, in doing so all of them have come through.

Once bank feed transactions have been received into a company file you can hide them on an individual basis by right-clicking on the bank feed transaction and selecting Hide transaction. This will hide the transaction from view. Note: there is no bulk hide option, these do need to be done individually.

Steven_M

Former Staff

Hi KylieRB

Bank feeds will be pushed through to a company file when the bank approves the application request. If you don't receive those transactions straight away they do sit waiting for the user to receive those transactions into the company file. So in your case, as the bank has approved your application back in 2017 and you haven't received those transactions into the company file, as such they are waiting for you to receive them, in doing so all of them have come through.

Once bank feed transactions have been received into a company file you can hide them on an individual basis by right-clicking on the bank feed transaction and selecting Hide transaction. This will hide the transaction from view. Note: there is no bulk hide option, these do need to be done individually.