Reckon Conf2015 (NZ) Steamline workflow with BankData

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Streamlining your workflow with BankData Jana Lattin & Nigel Babington

Transcript of Reckon Conf2015 (NZ) Steamline workflow with BankData

Page 1: Reckon Conf2015 (NZ) Steamline workflow with BankData

Streamlining your workflow with BankDataJana Lattin & Nigel Babington

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BankData Direct connection to bank Bank transactions automatically imported Reckon Accounts and Reckon One Create custom Bank Rules Accurate data

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BankData feeds Signing up Choosing your feeds Application process Manage feeds

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Why use BankData?

Improve business efficiency Technology is changing Bank Reconciliations are evolving Security

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BANKDATA SIGN UP

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Reckon Accounts Hosted

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Authorisation sample form

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Reckon One Sign up process

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Development Banks

PCI compliance for credit card feeds

Yodlee Password/token renewal

New user experience Improved account validation

Reckon One transaction processing

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Development

account/suffix masking account number algorithm

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Development

in-grid allocation matching improvements

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Bank Rules Development

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Bank Rules Development

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