Reckon Conf2015 (NZ) Steamline workflow with BankData

Post on 15-Feb-2017

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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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