On Boarding
- Banking Integration Features - Fact Sheet
- Banking Integration: Setting up your bank and default APCA Ref (and BPAY Biller Code)
- Banking Integration: Activate a bank account
- Banking Integration: Security - configuring roles for ABA/BPAY file uploads
- Banking Integration: disabling / re-enabling banking integraton for a single account
Onboarding NAB
On Boarding MBL
On Boarding CBA
DE File outputs
Bankfeed Statements
- Banking Integration: A Bank feed summary is viewable from the software (Traffic lights)
- Banking Integration: View Bank feed transaction listing from the software
- Banking Integration: Bank Account Balance Change Alerts
- Banking Integration: Auto create bank charges and interest received
- Banking Integration: A Bank feed statement is integrated into statutory report workflow
Electronic Transactions
- Dividend payment bounce backs - auto processing
- Banking Integration: Upload payment files electronically
- Banking Integration: How to delete / amend an uploaded file
- Banking Integration: What appears on the bank statements?
- CBA Error: Anti-virus failed, decription failed, sender is not authorised
- Banking Intergration: Updating the Status of payment files that have been deleted or rejected