Manage Bank Feeds

Form ID: (MBCA2020)

The Manage Bank Feeds form lets you import transactions for one or more active bank feeds.

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
Import Selected Feeds Imports transactions for all bank feeds whose rows are ticked.
Import All Active Feeds Imports transactions for all listed bank feeds.
Cancel Selected Feeds Cancels all selected bank feeds.
Note:
This cannot be undone. A warning message appears before the feeds are cancelled - to reduce the possibility of accidentally cancelling a bank feed, the user must type "CANCEL" (all uppercase) and click OK to proceed.

Bank Feeds

This tab displays all active bank feeds. (After a bank feed application has successfully completed, it can be activated by selecting Activate from the Actions dropdown on the Apply for Bank Feed (MBCA2020) form.)

Element Description
Cash Account The Cash Account that the bank feed imports transactions into.
Cash Account Description The detailed description of the cash account selected for the bank feed.
Feed ID The unique ID code assigned to the bank feed by MYOB's online services.
Bank Feed Status The current status of the bank feed, which will be one of:
  • Active - Awaiting Transactions: the bank feed is active, but transactions have not yet begun to appear in the bank feed.
  • Bank Feed Ready: the bank feed is active 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.
Feed Last Retrieved On The date and time when transactions were last imported from the bank feed.
Imported By The user who initiated the last import.
Trans. Last Imported The number of transactions imported in the most recent import operation.
Last Imported Progress The status of the most recent import, which will be one of:
  • In Progress
  • Completed
  • Completed with warnings
  • Error
Note:
In the case of the Completed with warnings or Error statuses, details of any warnings or errors are displayed on the Import Errors tab.

Import Errors

This tab displays information about any errors or warnings that occurred when importing transactions from a bank feed.
Note:
See "Bank Feed Errors and Warnings" for information on the possible errors and warnings that can occur.
Element Description
Cash Account The Cash Account that the bank feed imports transactions into.
Cash Account Description The detailed description of the cash account selected for the bank feed.
Feed ID The unique ID code assigned to the bank feed by MYOB's online services.
Trans. Ref The reference code assigned to the transaction that caused the problem, if one exists.
Imported By The user who initiated the import.
Logged On The time and date when the error was logged.
Type The type of problem, which will be Error or Warning.
Detail Detailed information on the cause of the error.