Welcome to your BankFeeds Early Adopter testing where you’ll get an exclusive preview of the integration and help shape the final release before we launch it to all customers.
Let’s Get Started!
Notify anyone who has access to your file that you will be testing Bank Feeds, and ask them not to use your file during this process.
Login to Agrimaster.
Agrimaster will have automatically updated in the background. Click on the appropriate file and you will see a Bank Accounts tab available on the left side of the screen. Click the Bank Accounts tab.
If you do not see the Bank Accounts tab, you can manually check for updates.
Have the Help Centre open on another screen/tab
- Step One: Bank Account Maintenance.
- Step Two: Internet Banking Setup.
- Step Three: View Bank Accounts in File Manager.
- Step Four: Enter Banking Credentials.
- Step Five: Linking Bank Accounts.
- Step Six: Importing Bank Statements.
- Step Seven: Reconciling Bank Accounts with Bank Feeds.
How To Get Support
If you get stuck along the way, follow the help articles linked above with step by step instructions. If what you need is not there, please contact our Customer Support team to resolve your query.
Call 08 6380 8800.
All feedback you provide will be used to shape the integration. The key things that we need to know are:
Did the Getting Started information help? Was there anything missing?
Were you able to set up and import your transactions easily?
What can we improve?
Were the supporting help articles useful?
Did we miss anything?
Once you have completed your testing, please email firstname.lastname@example.org with the subject line Bank Feeds Early Adopter and include your feedback and user number. Once you have submitted it, we will be in touch and may book a call to discuss it and update you on what’s next.
If you have any queries or would like further information, please don’t hesitate to contact us on 08 6380 8800 or submit a ticket here.