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Is there a way to set the import schedule for Bank Feeds?

edited Jun 2, 2025 2:38PM in Ask A Guru 4 comments

Hi, we have started using the automated bank feeds.

These update at 2.12 pm every afternoon for the previous day's transactions.

We only import UK bank transactions.

I would like this to be in the morning before my team arrive at work, and can then review and reconcile the prior day's transactions without having to log into the bank.

There is functionality to trigger the import, however with a number of bank feeds this is a manual process, and the feed does not constantly update.

Support has made me aware of Enhancement 633240 which could fix this, but if this is not available immediately it is not really a suitable system to use for bank reconciliation.

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