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    Direct Bank Connections: Retrieve Bank Activity
    • 06 Jan 2025
    • 2 Minutes to read
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    Direct Bank Connections: Retrieve Bank Activity

    • Updated on 06 Jan 2025
    • 2 Minutes to read
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    Article summary

    Once a direct bank connection has been established, bank activity can be retrieved in the bank activity page.

    Direct Bank Connections work in conjunction with the Bank Activity Screen. Direct bank connections replace the need to the 'Upload Activity' manually when a bank offers a direct connection.

    Bank Accounts with Multi-factor Authentication (MFA)

    When using R365 Direct Bank Connections with Bank Accounts utilizing Multi-factor Authentication (MFA), it may be necessary to re-authenticate each time you retrieve Bank Activity. Learn more about Bank Accounts with Multi-factor Authentication.

    Retrieve Bank Activity - Last 10 Days

    Once a direct bank connection has been established, bank activity can be retrieved. Retrieving activity uses the established connection to pull transactions from the connected bank account. The Retrieve Activity button will pull the last 10 days of transactions from the connected bank account.

    Click steps to expand for additional information and images.

    1) In the accounting application, hover over Banking, then select Get Bank Activity.

    The Bank Activity page will open.

    2) Click Retrieve Activity to pull in the last 10 days of activity.

    If new activity is not displayed when Retrieve Activity is selected, the Bank Account may require Multi-factor Authentication. Learn more about Bank Accounts with Multi-factor Authentication

    If the system finds duplicate entries, it will not import those transactions.

    All fields must be exactly the same in order to be considered duplicate entries.

    Retrieve Bank Activity - Custom Date Range

    Once a direct bank connection has been established, bank activity can be retrieved. Retrieving activity uses the established connection to pull transactions from the connected bank account.

    Click steps to expand for additional information and images.

    1) In the accounting application, hover over Banking, then select Get Bank Activity.

    The Bank Activity page will open.

    2) Click the edit button next to retrieve activity to select a custom date range.

    3) In the popup window, select the desired date range: start date and end date.

    4) Click Retrieve Activity.

    If new activity is not displayed when Retrieve Activity is selected, the Bank Account may require Multi-factor Authentication. Learn more about Bank Accounts with Multi-factor Authentication

    If the system finds duplicate entries, it will not import the duplicate transactions.

    All fields must be exactly the same in order to be considered duplicate entries.

    Troubleshooting

    Unable to retrieve activity.

    If activity cannot be retrieved despite a Connection Status of "Connected" (or if the status says "Not Connected"), use the "Manage Bank Connections" prompt to verify that the selected bank account is linked to a connected account.

    To troubleshoot:

    1. Open the "Manage Bank Connections" prompt.

    2. Click Add Bank to open the Connections Manager.

    3. If credentials have changed, the system will prompt for an update.

    Ensure that the bank account is properly linked and the credentials are current to retrieve activity successfully.

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