Reckon Conf2015 (NZ) Steamline workflow with BankData
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With the rapid changes in technology, viewing data in real-time is not only a requirement, but essential for streamlining work flow. Released last year, this feature available in our desktop, hosted and cloud solution is steadily growing and helping client’s link directly to their bank account for easy financial reconciliation.
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Reckon Conf2015 (NZ) Steamline workflow with BankData
- 1. Streamlining your workflow with BankData Jana Lattin & Nigel Babington
- 2. BankData Direct connection to bank Bank transactions automatically imported Reckon Accounts and Reckon One Create custom Bank Rules Accurate data
- 3. BankData feeds Signing up Choosing your feeds Application process Manage feeds
- 4. Why use BankData? Improve business efficiency Technology is changing Bank Reconciliations are evolving Security
- 18. Reckon One Sign up process
- 19. Development Banks PCI compliance for credit card feeds Yodlee Password/token renewal New user experience Improved account validation Reckon One transaction processing
- 20. Development account/suffix masking account number algorithm
- 24. reckon.com
Hinweis der Redaktion
- Agenda What is BankData Why use it How to use it Development road map
- BankData is a direct Connection from your Bank into Reckon Products. Allows bank transactions to be AUTOMATICLY imported directly into your Reckon Product from your Bank Institute. This can be a cheque, savining’s or Credit Card that you wish to reconcile. This means you don’t have to spend time login into online banking> extorting your transactions> importing into Reckon OR manually keying them in. BankData was released in 2014, and is available for Reckon Accounts Desktop, Hosted and Reckon One. Once you have imported your banks statement, you can then create customer bank rules to quickly help you code your transaction to the right account. By using BankData you are reconciling real day to day transactions. This will help ensure that your company file and GST is reflecting what you are actually spending or receiving.
- In order to set data up, there are a few steps you need to take. The first step is to sign up for a Bankdata account, Choosing your feed plan, filling out and application to gain approval from your bank and finally managing the transactions. I will show this whole process from start to finish shortly.
- Work a 4 day week. Not a 5 day week by making small changes. What would you do with that time? Family? Business coaching? Gone are the days of pen and paper. No more hand cramps! Computers, keyboards, Accounting Software, Internet, Bankfeeds We are doing things the quickest, easiest and most efficient way as possible. People want information yesterday. You now have options. You might be an extremely visual person, or maybe need a call to action to reconcile, the traditional way to reconcile with seeing the table balance. We can customise how we process this data based on our business requirements. Of course your data is precious, and the connection has the same security as all the major banks. The authorisation forms are also a measure of security.
- WestPac, ANZ, ASB, KiwiBank, NSB, Yodlee Nigel: Talk about adoption recently of BankData.
- Now I will show you the sign up process and how you would use Bankdata As mentioned you can sign up for Bankdata if you are using Reckon One or Hosted. For demonstration purposes, I will show you how to achieve this in Reckon One.
- This is where you would sign up for BankData in Reckon Accounts Hosted. By clicking on Learn more about Reckon BankData, it will then take you to the sign up page.
- Basic info Talk about created user name and password and why. Next is pricing> Prompt next slide
- How the pricing module works, and the bundles.
- Signing up with your bank. Account type Bank or Credit card Finical institute not listed > Yoodlee Entering Account numbers
- Intuitive steps 1,2,3 Where to download form from and the next steps, Automatic emails to keep for your records.
- What is an Authorisation Form? Different forms and different Banks Multiple account holders = Multiple signatures
- Dashboards of banks enabled for BankData and their status We will email you once account is ‘live’
- JUMP INTO RA HOSTED To Match: Match one, pay supplier or invoice for money in Add Multiple and assigns account code Use register: cant track GST (Use rules now) if matches with rule you’ve assigned it to have a tax code then it will have. Not from support: Not about a fix, it’s a program design. Work around add one to register using a ‘cheque’ then you can assign a tax code once the create cheq window comes up.