Daily Bank Feeds
It would be a huge time saver for daily bank feeds to update into JPC automatically from the banks (eg Westpac, BOQ, CBA, etc) in the same way XERO, MYOB, etc can do.
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Company
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Cornerstone Building Developments
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Job Title / Role
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Group Management Accountant
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I need it...
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Yesterday...Come on already
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Thanks for hanging in there Sean. You will be happy to know that Bank Feeds
for Bank Reconciliation will be coming out of Beta and becoming generally
available in R3 of this year (mid August) if all goes according to plan.
The GA release will work with a majority of the major banks. Some banks may
need additional implementation steps. You could log a request now for
implementation as soon as ready and note your bank in the request.
Cheers
Andrew
Hi, it's now been more than 6 years since this was mentioned and I'm still manually processing and reconciling all my bank transactions - same way i was back in 2001.
Hi Michelle, All,
Bank feeds for Bank Statements is up and running in Beta for NAB, ANZ, CBA
with a number of beta customers, and other banks are in the pipeline.
The first release does not include automatic Cash Receipts, which is in
Roadmap but nevertheless adds value for the matching of all other
transactions.
Bank Feeds will remain in Beta I imagine for an extended period as we
release more features around cash receipts and as we assist more customers
to come on board. That said you would be welcome to implement now and give
it a try noting that it is safe to switch on and off at any time.
If you would like to get in the implementation Q please log a case and we
can give you more details on how to proceed.
Cheers
Hi Andrew,
How is this progressing?
Hi Julie and All,
We are getting close and have set a target for Alpha/Beta release in
2023-R2.
The front end is moving into test phase, and we are establishing a
connection with our first bank being NAB.
Hang tight, nearly there, I can't wait to bring this feature to you all!
Cheers
Andrew
Hi Andrew, the last update was 6 months ago, so I thought I'd check in. How is this progressing?
Hi David,
Progressing. new front end matching development is underway. I will contact
you separately regarding your bank contacts.
cheers
How has the bank feed into Jobpac Connect project progressing? Is there a road map completion date?
Our bank - NAB has now offered this service for free and is setup ready to go.
Hi,
Yes this is still well and truly on the Roadmap. We plan to commence the
development of a new matching process in June. Just a few more legislative
mods to get through first and then Bank feeds is next cab off the rank.
cheers
Andrew
Has there been any further developments on the bank feeds. I am a new user to Jobpac (2 months) and I was surprised that this was not part of the package. Please advise how your work with the banks has progressed. Thanks. Steve
Thanks Christine, Stay tuned, we will get there!
Andrew
On Thu, Mar 12, 2020 at 12:40 PM Aha! <
92d2ed5c35c17c1b7d6f68e3-viewpoint@iad-prod1.mailer.aha.io> wrote:
> Aha!
>
> A new comment has been added to JPC-I-78 Daily Bank Feeds
>
>
> *Christine Rutley* 6:39pm View comment
>
>
> This is a feature that is a must for Jobpac in moving forward - we are in
> 2020.
>
> Need to model off accounting software like Xero, Myob etc.
>
> *Andrew Tucker* Jun 3, 2019 View comment
>
>
> It is on the Roadmap. We have begun talking to a number of banks on the
> matter. It appears to be a slow starter and I can���t give you a delivery
> date but definitely we want to achieve this for our customers.
> In the interim there are options around our Bank Statement Upload and auto
> matching which may provide beneifit.
> If you are interested in that please log a Request for service in
> Clearview.
> Thanks Manjur
>
> ANDREW TUCKER Sr. Product Manager APAC
>
>
>
> *Manjur Hossen* Jun 3, 2019 View comment
>
>
> Hello, mighty jobpac
>
>
> Please tell me this is on the road map to implement!
>
>
> Control your notification preferences
>
> in Aha!
> Aha! Labs Inc, 20 Gloria Cir, Menlo Park, CA 94025
> View on Aha! mobile
>
>
This is a feature that is a must for Jobpac in moving forward - we are in 2020.
Need to model off accounting software like Xero, Myob etc.
It is on the Roadmap. We have begun talking to a number of banks on the matter. It appears to be a slow starter and I can’t give you a delivery date but definitely we want to achieve this for our customers.
In the interim there are options around our Bank Statement Upload and auto matching which may provide beneifit.
If you are interested in that please log a Request for service in Clearview.
Thanks Manjur
ANDREW TUCKER Sr. Product Manager APAC
Hello, mighty jobpac
Please tell me this is on the road map to implement!