You can perform BankFeed account modifications in HandiLedger, even when cancelling multiple clients.
Deactivate a Bank Account
Open HandiLedger then select your client.
Go to Banking, BankFeeds, Bank Accounts.
If necessary, click Credit Cards or All Accounts.
Highlight the required bank or credit card account, then click Transactions.
Under Show, select Unposted.
If unposted transactions exist, highlight each transaction and complete the data in the Account and Code fields.
Click Post.
To deactivate, highlight the Account, then click Feed.
Click Deactivate. then follow the screen prompts.
After deactivating the account, click Delete, then Close.
An email will be sent to SISS Data Services, and an Access support analyst will receive a case once SISS Data Services has completed the deactivation.
A support analyst will notify you of the outcome.
Reactivating a Deactivated Bank Account
If a bank account was accidentally deactivated within the last 24 hours, you should:
Raise a case with support, and include the following information:
Client Name
Client ID
BSB and Account Number
Account Name
An Access Group support analyst will then liaise with SISS Data Services to potentially restore BankFeeds.
If a bank account was deactivated more than 24 hours ago, you need to:
Complete a new Bank Authority form.
Send the completed form to the service provider.
Note: Any transactions between deactivation and reactivation won’t be downloadable, and you must enter these manually.