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samantha12
Level 2

Bank feeds not working Have reported issue Told to keep trying to connect they are working on fixing. Importing manually When import works again how do i avoid duplicates

 
3 Comments 3
Kass_B - Product Champion
Content Creator

Bank feeds not working Have reported issue Told to keep trying to connect they are working on fixing. Importing manually When import works again how do i avoid duplicates

Hi samantha12,

 

If you find you have duplicate transactions from a manual import once your bank feed is automatically pulling through transactions again, you can exclude these from your books:

 

  1. Go to the Banking tab and select the account you are handling.
  2. Use the tick box to the left of the transactions to select any duplicates.
  3. At the top of the list of transactions, select Batch actions, then Exclude Selected.

 

This will move the transactions to the Excluded section of your Banking page. You can then delete these permanently if you choose, this time by selecting the transactions and selecting the Batch action Delete.

 

-Kass

samantha12
Level 2

Bank feeds not working Have reported issue Told to keep trying to connect they are working on fixing. Importing manually When import works again how do i avoid duplicates

Hi. We have a very high volume of transactions for multiple accounts that are currently not working. It will take a considerable amount of time to reconcile the duplicates. Is there a way I can manage the date range of the transactions that automatically import once our bank feeds are fixed?

Kass_B - Product Champion
Content Creator

Bank feeds not working Have reported issue Told to keep trying to connect they are working on fixing. Importing manually When import works again how do i avoid duplicates

Hi samantha12,

 

I understand. In this situation, the best option would be for you to reach out to the representative handling your case; while I am unable to retrieve and locate your information on this platform, the agent will be able to investigate this for you specifically as the answer may be dependent on the error you have experienced and what needs to be done to resolve the issue. If you have received email communication regarding your case you can respond to that as it will go through to the agent directly, or give our Support Team a call on 1800 046 038 to discuss this further. 

 

-Kass