We’re currently working on a potential new feature that will allow the ability to download and import bank transactions for the purposes of bank reconciliation. The data, once imported, would appear within the bank feeds service, allowing you to use a set of custom rules. This would be for a number of reasons:
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Bank feeds does not currently have a connection to your bank or your bank account type
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Bank feeds isn’t syncing to suit your business requirements i.e. more frequent transaction updates required
We’re looking for customers who would be able to work with us in reviewing this and providing feedback & insight. We don’t anticipate that it will take more than 30 mins of your time and you would need to be available this month (April 2024).
If you are interested in helping please email [email protected]