Bank Feeds Issue

SOLVED

The feeds are connected to Nat West Bankline and for another company Nat West Online Banking.

The last download was on the 16.02.24 and I rang support yesterday to be told that no data had come across to you since then because the banks have not sent any data across to you.

I have bank transactions from the 17th which have not pulled down and I find it most odd that a bank does and does not send data on a daily basis.

I am now five days without any data.

Parents
  • +1
    verified answer

    I see this is resolved but just adding a comment in case it helps others.

    We use NatWest Bankline and it updates daily. We had a problem initially because NatWest said it couldn't link to Sage but they were wrong and an old post on this forum got it sorted for me.

    The only time it stopped working was when the person who originally gave permission left the company and her NatWest access was revoked.  We then went through the same steps as before with the another Bankline user and it's been working since.

    Here's the relevant part of the original post:

    Go into;
    Administration > Manage roles.
    Click into the role account operator.
    Change the name of the role to Sage.
    Then using the drop down menu at the bottom can you change that from Administration to Third Party Provider Consents and click save & go.
    Then tick all privileges on this page, including the acknowledgement and press
    continue.
    Then tick accounts and continue again.
    Then confirm.
    Then apply this to yourself by going into;
    Administration > Manage Users > Click into your user ID> Scroll down to edit roles/smartcards > Tick the role Sage.
    Continue and confrim

    communityhub.sage.com/.../direct-bank-feeds---natwest-bankline---please-help

  • 0 in reply to Anita Harper

    I agree this is exactly what needs to be done.

Reply Children
No Data