has anyone here tried the BankFeeds SuiteApp yet? ...
# accounting
s
has anyone here tried the BankFeeds SuiteApp yet? https://netsuite.custhelp.com/app/answers/detail/a_id/91099
k
yes, what’s the question?
r
yes - but running into issues with multi factor authentication 😞
k
oh 😞 sorry, this is not my area 😞
s
@Karina I was curious if the bank transactions are exposed to saved searches, etc..
@Roxane CdC -- Interesting.. I'll let you know how it goes.. I'm going to install it in Sandbox.
k
I've played around with it. Have three different banks and about 20 accounts set up. It has worked once, get an error for at least one of the banks. Would love to get this up and running properly. Tired of uploading qfx files
r
@suitedev - have you read the FAQ on Bank feeds? (https://nlcorp.app.netsuite.com/core/media/media.nl?id=183952249&c=NLCORP&h=eebd01ad5560096c7e7b&_xt=.pdf). this part might interest you:
k
@kris what error do you get?
s
Interesting.. Yes, I need the bank line memo or description field.. I already have a solution which 'magically' creates transactions in NetSuite.. but it does so with the downloaded XML/BAI1/OFX files from banks..
k
This bank is the one where I have to exclude an account from importing. Wonder if it's related?
k
@kris - yes… . and then you would have to maintain the login every 90 days or so… . But with high volume it is worth going through the hoops
k
@karina i'm fine with that as long as it functions regularly. also, had an issue with the bank feeds not pulling the check numbers from the transactions from another bank. I've got some playing around to do with this...
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r
I have. The MFA can be frustrating. I realize I'm late to the party. It has been suggested that some banks may have non-MFA logins which can be restricted to data feeds only. Wondered if anyone here has experience with that.