If you use Bankfeeds, there are a few reasons why you may need a bank account to be activated or deactivated (cancelled).
Activate
Create a new Bankfeed for an entity.
Activating a deactivated BankFeed for an entity.
Deactivate
Rectifying an incorrectly created bank account.
Cancelling a Bankfeed that is no longer required
Activate or Deactivate (cancel) a BankFeed for a Bank Account
Important: Ensure that all unposted BankFeed transactions are posted prior to clicking Deactivate.
Log in to HandiLedger then select your client.
Go to Banking, Bank Accounts.
Highlight the relevant Bank Account, click Feed and then choose either Activate or Deactivate.
Once the Bank Authority forms have been received and processed by the Service Provider, the Bank Account should be automatically Activated.
Activating a Deactivated Bank Account
If you have incorrectly Deactivated a Bank Account that should be active, please contact HandiSoft Support, if the Deactivation has been in the last few days (1-2 days) we may be able to re-activate the Bankfeeds for the bank account.
If the Bank Account has been Deactivated for some time, a new Bank Authority will have to be required as it is treated as a new Activation.
The Activation will produce the required form that needs to be signed and forwarded to the Service Provider for processing.
Note: All transactions that occurred between the date of the Deactivation and Activation will not be available as a download within BankFeeds. These transactions need to be entered manually.