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  • Setting up a bank feed for AMEX


 

 

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Australia only

To set up a bank feed for an AMEX card, you need to:

Your AccountRight company file doesn't need to be online to set up bank feeds, but you'll need an internet connection.

There are two parts to setting up a bank feed:

1. Apply

Start the application process in AccountRight, then finish online via the AMEX portal.

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2. Link

Once your bank feed application is approved, choose the AccountRight account the bank feed applies to.

1. Apply for a bank feed

Here's how to get started:

To apply for an AMEX bank feed
  1. Start AccountRight.
  2. Go to the Banking command centre and click Bank Feeds.

    If it's your first bank feed
    1. The Manage Bank Accounts window appears. Click Get Started with Bank Feeds.
      Manage bank accounts window with get started with bank feeds button
    2. An internet browser window opens and the MYOB Sign In window appears.
    3. If prompted, sign in with your MYOB account email address and password (email address must be lowercase).
    4. Proceed to step 4 below.
    If it's an additional bank feed
    1. The Bank Feeds window appears. Click Manage Bank Accounts.
      Bank feeds window with manage bank accounts button highlighted
    2. When the Manage Bank Accounts window appears, click Add or remove a bank account. An internet browser window opens and the MYOB Sign In window appears.
    3. If prompted, sign in with your MYOB account email address and password (email address must be lowercase). 
    4. If you have multiple MYOB products or company files, select the applicable product and company file.

  3. Choose your company file from the Set up bank feeds for this company file list.

  4. Click Add more bank accounts or Add more credit cards.
    Add more bank accounts

    If you don't see these buttons, make sure you're the online owner , who is usually the person who set up your AccountRight subscription. 

  5. Select AMEX Credit Cards from the list of financial institutions.

  6. Select the I confirm... checkbox then click Submit . You'll be directed to the AMEX portal.
  7. Log in to the AMEX portal.

  8. Accept the terms and conditions.
  9. Select the credit card you want to set up the bank feed for.
  10. Confirm your selection and click Send request.

Applications are usually processed by AMEX within 24 hours , but it can take a few days—we'll let you know when it's ready. To check the application status, see Manage bank feeds.

If you haven't heard from us after 5 business days, give our bank feed team a call on 1300 555 931.

Once it's ready, you'll need to link the bank feed to the corresponding account in AccountRight. See task 2 below for instructions.

2. Link the bank feed to an account in AccountRight

We’ll notify you by email when your bank feed is ready to use. You can then link the bank feed to the corresponding account in AccountRight.

To link an account to the bank feed

To link an account to the bank feed

  1. In your company file, go to the Banking command centre and click Bank Feeds. The Bank Feeds window appears.
  2. Click Manage Bank Accounts. The Manage Bank Accounts window appears.
    This window shows the status of your bank feeds applications so you can follow their progress.
  3. Click Check/update status.

    The bank feeds Log in window appears.
  4. Sign in with your MYOB account email address and password (email address must be lowercase).
  5. The Manage Bank Accounts window reappears. This window shows all the bank feeds you have set up and their status.

  6. In the Associated Account column, select an account from the list. This will be the account that the bank feed will be compared to. You can only select accounts set up as a bank account or credit card. Learn more about account types.

  7. Click Use Account. The account is now linked to the bank feed.
  8. Click OK to finish.

What happens next?

When your bank feed is ready and it's linked to an AccountRight account, you’ll be able to download and approve transactions into your company file. Check the delivery frequency for your AMEX account.

Note that the first bank feed you receive will have transactions dated from when your bank feed was approved. Any transactions that occurred while you were waiting for the bank feed to be set up won’t be included. If you want to import and reconcile transactions dated before your feed approval date, you can import a bank statement.