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    Bank Feeds - Known Issues

    See this page for issues related to bank feeds using Yodlee.

    ASB New Zealand Yodlee Issues

     We have had reports of missing transactions on ASB Bank Accounts. 

    This has been raised with Yodlee and we are waiting for an update and resolution for this issue.  


    At this point we do not recommend connecting ASB Bank Accounts through the Yodlee Bank Feed connection. If a connection is raised please carefully check number of transactions each day to ensure all transactions are recorded. If there are missing transactions, please forward to help@infusionsoftware.co.nz for reporting to Yodlee. 

    Missing transactions will need to be manually imported from a bank export. 

     

    Linking accounts with previously imported statements

    Accounts with previously imported transactions may ignore the Bank Feed start date field and import transactions prior to this date. Before linking to Yodlee, we recommend manually importing transactions up until the most recent close of business.


    ANZ Yodlee Integration

    Users with the ANZ will need to refresh their accounts daily.   This may take some time depending on the number of linked accounts. 

    Each day a refresh notification will appear as below:

    A screenshot of a computer

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    Clicking refresh will open following page:

    A screen shot of a login

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    This will process for 5+ minutes and then error, however bank feeds will be successfully updated

    It has been established that closing this page (as indicated), even after just a few seconds, will still result in a successful refresh.

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