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This section explains the bank feeds management tasks you may need to perform after you've applied for a bank feed, or when you no longer want to receive a bank feed.

 

To check your bank feed status
  1. Start AccountRight.
  2. Go to the Setup menu > Manage Bank Accounts.


    The Manage Bank Accounts window appears.
     
  3. Click Add or remove a bank account.



    An internet browser window opens and the my.MYOB Log In page appears.
     
  4. Log in with your my.MYOB login details. The My Products page appears, showing your bank feeds information.

  5. The Status column in the Bank Accounts table describes what state the bank feed application is at.
    The following table lists the statuses of bank feeds and the actions you may need to take:

    StatusDo this
    BankLink awaiting formIf you haven’t already done so, print, complete, sign and witness the authority form and post it to the address on the form. Note that it can take up to two weeks to set up a bank feed connection to your bank. See 'To reprint an authority form' below.
    • Processing
    • BankLink processing
    • Awaiting bank
    Check your bank feed application status again later. See 'To check your bank feed status' below.
    • Account not supported
    • Account closed
    • Cancelled
    • Invalid account name
    • Invalid account number
    1. Delete the bank feed account in AccountRight. See 'To delete a cancelled bank feed account' below.
    2. Apply for bank feeds for a different account.

    For a list of supported banks and accounts, see myob.com.au/arlive/banks (Australia) or myob.co.nz/arlive/banks (New Zealand)

    If your bank feed application was rejected because of invalid account details, you cannot simply repost a corrected authority form; you must reapply for a new bank feed with the correct account details.

    Bank requires signatureVisit your bank and supply them with a signature matching the signature on the authority form.
    New signature required

    If the person who signed the authority form was:

    • not the account signatory, reprint the authority form and post it to the address on the form, with the correct signature
    • the account signatory, visit your bank and supply them with a signature for this person.

    See 'To reprint an authority form' below.

    • Signature required
    • Witness required
    Reprint, sign and witness the authority form and post to the address on the form. See 'To reprint an authority form' below.
    Rejected by bankEmail MYOB at bankfeeds@myob.com for more information.
    Bank feed ready
    • If you haven’t already done so, associate an account in AccountRight with your bank feed.
    • Start working with bank feeds.
To reprint an authority form
  1. Start AccountRight.
  2. Go to the  Setup  menu >  Manage Bank Accounts . The  Manage Bank Accounts  window appears.
  3. Click  Add or remove a bank account . An internet browser window opens and the my.MYOB  Log In  page appears.
  4. Log in with your my.MYOB login details. The  My Products  page appears, showing your bank feeds information.
  5. Select an account and click  Print authority form . The BankLink authority form and cover sheet appear.
  6. Print the form.
To cancel a bank feed
  1. Log in to my.MYOB (Australia | New Zealand).
  2. Go to the My Products menu and choose My Products.
  3. Select the AccountRight product and serial number which has the bank feed to be cancelled.
  4. Click Bank Feeds.
  5. Choose the applicable company file. The bank feeds for that company file will be listed.
  6. Click Cancel in the Actions column of the bank feed you want to cancel.
  7. Click OK to the confirmation message.
    The bank feed will be cancelled immediately and the status will change to Cancelled. On the Manage Bank Feeds window in AccountRight, the status for this bank feed will also display as Cancelled.

If you need to set up a new bank feed for this bank or credit card account in a different AccountRight company file, contact MYOB on 1300 555 931 (Australia) or 0508 328 283 (New Zealand).

To delete a cancelled bank feed account
  1. Start AccountRight.
  2. Go to the Setup menu > Manage Bank Accounts. The Manage Bank Accounts window appears.
  3. Select the account you want to delete. Note that you cannot delete accounts that have received bank transactions.
  4. Click the delete icon (   ). The account is deleted.