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Bank Statement Import

  • 1.  Bank Statement Import

    Posted 16 days ago
    I have been importing bank statements for a couple of months without any issues.  However, for some reason it just stopped importing transactions into the bank account rec.  Any ideas how to fix?  Anyone else have this issue?

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    Jon Laskowski
    Permaloc
    Holland MI
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  • 2.  RE: Bank Statement Import

    NAVUG ALL STAR
    Posted 15 days ago
    Jon,

    Are you in NAV or BC? Are you using Yodlee to import in BC or is this a defined Data Exchange Definition layout? If you can send some screen shots that would help. I just tried testing in BC and no issue.

    Thanks,
    Steve

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    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
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  • 3.  RE: Bank Statement Import

    NAVUG ALL STAR
    Posted 12 days ago
    In addition to Steve's questions:  Did your bank possibly change the format of their file?  Any other programming changes since the last successful import?

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    David Wiser
    Sr. Solution Consultant
    Tigunia
    2019-2020 Board of Advisors
    BCUG|NAVUG All-Star
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