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Data Entry prior to setting up a Bank Feed

Support Query

I am setting up my bank feed partway through the year (for example, the feed will commence on 1 January). As authority to use the feed has been granted only for the second half of the year, what are my options in regards to data input for the first half of the year? 

Note: Refer to the BGL Bank Data Service help for more information on setting up bank feeds and obtaining authority. 

Solution

You have two options available, you can either:

  • Code directly off bank statements received from clients to input data, or
  • If you have obtained a CSV file from the client (containing bank statement information in electronic format) you can upload the data from the file for the first half of the year using the https://sf360.zendesk.com/hc/en-au/articles/360017819611-CSV-Importer function.  

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