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Hi All- has anyone used the bank parser from NS to import bank data?

Yes, I implemented it, works like a charm.  Just a parser won’t do, you need connectivity as well; then the next step would be sFTP config (do not have to go for it but it is nice to have).

omg what did you do? idk if am just not getting it or what but i downlaoded the parser and connectivity and when i try to get my bank transactions in it does not work

<@UT9DCAVGT> - have you set up your financial institution(s) and the format profile(s)?  you need to do it first.  Go to Setup - Accounting - Financial institution and start there; then set up payment profiles

you do not need transaction codes if you are using “mainstream” banks

you should be able to upload your, say, BAI2 stmt for all accounts, and it will be available to the reconciliation

sFTP needs to be configured with the bank and it is a bit involed process but dpoable

its weird bc it loaded "successfully" but then showed no transactions

you need to click on confirm transaction matches

i did and still showing nothing even though it says 101 transactions imported

Select account first, then click on the Match button

the issue was i did not mark the account in the settings of the COA as "match"