Reckon Conf2015 (NZ) Steamline workflow with BankData
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Transcript of Reckon Conf2015 (NZ) Steamline workflow with BankData
Streamlining your workflow with BankDataJana Lattin & Nigel Babington
BankData Direct connection to bank Bank transactions automatically imported Reckon Accounts and Reckon One Create custom Bank Rules Accurate data
BankData feeds Signing up Choosing your feeds Application process Manage feeds
Why use BankData?
Improve business efficiency Technology is changing Bank Reconciliations are evolving Security
BANKDATA SIGN UP
Reckon Accounts Hosted
Authorisation sample form
Reckon One Sign up process
Development Banks
PCI compliance for credit card feeds
Yodlee Password/token renewal
New user experience Improved account validation
Reckon One transaction processing
Development
account/suffix masking account number algorithm
Development
in-grid allocation matching improvements
Bank Rules Development
Bank Rules Development
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