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This section explains the bank feeds management tasks you may need to perform, including:
- checking the status of your bank feed application
- taking action if there is a problem with your application
- applying for another bank feed
- cancelling a bank feed
- giving other users access to bank feeds.
To perform these tasks, you need:
- internet access
- your my.MYOB login details (for information on my.MYOB, see What is my.MYOB?).
- Start AccountRight.
- Go to the Setup menu > Manage Bank Accounts. The Manage Bank Accounts window appears.
- Click Add or remove a bank account. An internet browser window opens and the my.MYOB Log In page appears.
- Log in with your my.MYOB login details. The My Products page appears, showing your bank feeds information. This includes your account details, the status of your bank feeds and any actions you may take for the selected account.
The following table lists the statuses of bank feeds and the actions you may need to take:
For this status... | ...do this | See |
---|---|---|
BankLink awaiting form | If 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. | To reprint an authority form |
| Check your bank feed application status again later. | To check your bank feed status |
|
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 signature | Visit 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:
| To reprint an authority form |
| Reprint, sign and witness the authority form and post to the address on the form. | To reprint an authority form |
Rejected by bank | Email MYOB at bankfeeds@myob.com for more information. | |
Bank feed ready |
|
- Start AccountRight.
- Go to the Setup menu > Manage Bank Accounts. The Manage Bank Accounts window appears.
- Click Add or remove a bank account. An internet browser window opens and the my.MYOB Log In page appears.
- Log in with your my.MYOB login details. The My Products page appears, showing your bank feeds information.
- Click Add more bank accounts or Add more credit cards and follow the onscreen instructions.
- On the Print the BankLink authority form page:
- Click Print Form. The BankLink authority form and cover sheet appear. A copy of the authority form is also sent to you by email.
- Print the form.
- Read the cover sheet and check your account details.
- Sign and witness the form and mail it to the address on the form.
- Click Done. The My Products page reappears. The Bank Feeds section is updated with the details of the bank feed you have just applied for.
- Start AccountRight.
- Go to the Setup menu > Manage Bank Accounts . The Manage Bank Accounts window appears.
- Click Add or remove a bank account . An internet browser window opens and the my.MYOB Log In page appears.
- Log in with your my.MYOB login details. The My Products page appears, showing your bank feeds information.
- Select an account and click Print authority form . The BankLink authority form and cover sheet appear.
- Print the form.
- Log in to my.MYOB (Australia | New Zealand).
- Go to the My Products menu and choose My Products.
- Select the AccountRight product and serial number which has the bank feed to be cancelled.
- Click Bank Feeds.
- Choose the applicable company file. The bank feeds for that company file will be listed.
- Click Cancel in the Actions column of the bank feed you want to cancel.
- 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).
- Start AccountRight.
- Go to the Setup menu > Manage Bank Accounts. The Manage Bank Accounts window appears.
- Select the account you want to delete. Note that you cannot delete accounts that have received bank transactions.
- Click the delete icon ( ). The account is deleted.