Skip to Main Content
Status New
Product IRIS KashFlow
Categories Bank
Created by Rich Mellor
Created on Dec 20, 2019

Sort out the Bank Import

Please sort out the bank import - use your contractual relationship with the developers to get this resolved.

Every couple of days (or even less) I have to re-authorise the link to my bank account (Santander) - even though the Consent management page shows it was granted on 9th December and expires 18th March 2020.

This was one of the reasons I went with Kashflow initially - they did not use this appalling third party import routine for PayPal imports (for example) which was used by other larger accounting packages.  I had tried it and it had similar issues then (2017) !

At the moment the bank import and PayPal imports are just frustrating.

  • Attach files
  • Rich Mellor
    Reply
    |
    May 1, 2020

    This is still an issue.

    This morning I was asked twice (within 30 minutes) to re-authorise the bank import.


    4 Months after I reported this and it is still a royal pain in the a*se

  • Brian Gumbley
    Reply
    |
    Mar 6, 2020

    This single item is why we are seriously looking at Xero. It’s been killing our practice for months.

  • Rich Mellor
    Reply
    |
    Jan 1, 2020

    This is now worse - I activated the link to my Santander account this morning, then by this afternoon, it gave a 403 error and needed re-activating..


    SORT IT OUT!