Track Bank Feed Applications

Form ID: (MBCA2015)

The Track Bank Feed Applications form displays all bank feed applications created on the Apply for Bank Feed (MBCA2010) form, showing their details and current status.

Form Toolbar

The form toolbar includes standard and form-specific buttons. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific buttons are listed below.

Element Description
Apply for Bank Feed Navigates to the Apply for Bank Feed (MBCA2010) form where you can create new bank feed applications.
Refresh Refreshes the status of all bank feed applications
View Failed Applications Navigates to the Track Cancelled Bank Feed Applications (MBCA2025) form, where you can view the current status of all failed and cancelled bank feed applications.

Table

The main table displays read-only details of all bank feed applications in the system.

Element Description
Ref. Number The unique reference number for the application record in MYOB Acumatica.
Cash Account The Cash Account that the bank feed imports transactions into. This column may be blank if an account has not yet been selected (the Cash Account must be selected before the feed is activated, but can be selected at any stage of the application process).
Application ID The unique ID code assigned to the application by MYOB's online services.
Cash Account Description The detailed description of the cash account selected for the bank feed.
Account Name The account name specified on the bank feed application.
Feed ID The unique ID code assigned to the bank feed by MYOB's online services.
Status The current status of the application, which will be one of:
  • Open: The application record has been saved, but the application has not yet been submitted.
  • Pending: The application is in process. The stage of the application is appended to the status - this will be one of: Awaiting Application Form, Awaiting Bank, Processing Application, or Rejected. See "Bank Feed Statuses" for information on the errors that can cause an application to be rejected.
  • Success: The application has succeeded. Further information about the feed's status is appended to the status:
    • Active - Awaiting Transactions: The application has been approved, but transactions have not yet begun to appear in the bank feed.
    • Bank Feed Ready: The application has been approved and transactions are available for importing into MYOB Acumatica.
    • Cancelled: A previously active bank feed has been cancelled.
    • No Longer Receiving Data: The financial institution has advised this account is no longer transacting (usually because the account is closed).
    • Transfer Completed: This status applies when a bank feed has been successfully transferred from another MYOB product.
  • Failure: The application has been rejected by the financial institution due to errors that cannot be corrected. A failed application cannot be re-sent; instead a new application will need to be created. See "Bank Feed Statuses" for information on the errors that can cause an application to fail.