Feed Management Screen

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Overview

Feed Management is a newly-added screen that is a one-stop shop to replace the three existing Manage Data Feed screens. 

To access, navigate to Connect on the Main Toolbar and select Feed Management.

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Feed Management (Beta) Feature Set

We will continue to add new features and move existing features to this screen over the coming months. 

Track the features of the new Feed Management screen from the drop-down list below:

New Screen Features
Features  Supported
NEW Fund Summary - Manage all feeds for the selected fund in one screen Yes
NEW Improved Filtering - Pre-selected filtering options and user-customised filtering Yes
NEW Export Current View - This report will export all information based on your current filters into CSV Yes
NEW easy filter to show all Bank Accounts practice-wide that are not setup but are supported as an automated bank feed Yes
NEW easy filters to show funds that are not maximising your Share Data license Yes
NEW Default sorting showing feeds needing attention at the top of the list Yes
IMPROVED License Summary - Better breakdown of license usage for Bank and Share Data packs Yes
IMPROVED Feed Processed Dates - Ability to see the first and last processed date for your bank feeds Yes
IMPROVED Default HIN Management - now easier to add/remove Yes
EXISTING FEATURE - Re-requesting transactions Yes
EXISTING FEATURE - Setup/edit feeds*

*not yet supported for Xero and Bankstatements
Yes
EXISTING FEATURE - Importing transactions for manual feeds
         - Xero, MYOBBanklink, Bank CSV, Broker CSV, manual Wrap and Platform files
Coming Soon
EXISTING FEATURE - Adding feed credentials (Macquarie, HUB24, IOOF/AET) Coming Soon
NEW Alert system - Alerts showing when certain feeds have delays/issues Coming Soon
NEW License Report - showing all funds and what license packs are being used (can be accessed from Advanced Options and Reports) Yes
NEW Bulk setup wizard (new functionality) Coming Soon
NEW date information that displays:
       - the amount of days a feed has been sitting with a certain status
       - the amount of days until your Macquarie ESI expires
Coming Soon

 

 

Advanced Options and Reports

From the top left of the Feed Management Screen, select mceclip1.png 

You will be able to access and control the following settings and reports from the drop-down list.

File Import  
File Import  Upload transaction files for supported bank, broker and wrap feed
File History  Review previous data uploads across all funds. 
Settings  
BGL Contract Notes  Sign in to your administration console for the BGL Contract Notes Service. 
Provider Settings  Enter credentials and view information for feed providers that require credentials
Reports  
Bank Feed Report The Bank Feed Report summarises the bank feed status for all bank accounts across all funds on your Simple Fund 360 subscription.
Export Current View Report based on filters that have been set in Feed Management
License Report Report that displays all funds and states whether they are taking up a Bank and/or Share Data license.

 

Overview

Fund Summary gives users an overview of different data feeds for the selected fund. 

An improved filtering function was added to provide more flexibility which allows users to search by Feed Provider, Institution, Account Details, Feed Status and Processed Dates

Note: Refer to the Feature Set list above to see what's included and what's coming soon.

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