Overview
Below is a list of the most common troubleshooting questions Simple Fund 360 users ask when contacting BGL Support in regards to the BGL Bank Data Service. Review the queries prior to Logging a Support Call.
Common Support Solutions
How do I set up a bank feed?
For instructions on how to set up a bank feed under the BGL Bank Data Service, please refer to the following help article to - BGL Bank Data Service
Why I can’t select “BGL Bank Data” as the Feed Provider?
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Please review whether the banking institution and account type is supported - Supported Banks - BGL Bank Data Service
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There may not be enough licenses available under your subscription to the Bank Data Pack. Licenses available can be reviewed directly on the Feed Management screen, or by generating a License Report.
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To upgrade your Bank Data Pack subscription licenses, please refer to the help article MyBGL Products.
Why is the status of the bank feed still “Sent to Bank”?
Approval from the bank for data feeds can take up to 10 to 15 business days.
Please note that if approval exceeds 10 business days, we have the processes in place to automatically follow up with the bank.
What does the status on my bank feed mean?
A comprehensive list of feed statuses and their meaning can be found in the following help article - BGL Bank Data - The Account Status
My authority form has been rejected, how can I re-upload it?
In the Feed Management Screen, click on edit the bank feed and then click on the delete signed form icon.
You now will be able to re-upload the amended authority form.
I am unable to see the bank account in the Feed Management Screen
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Has a bank account been created in the Chart of Accounts?
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Please click on “Show All” to see all the bank feeds setup (See below).
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Has the bank account been made inactive in the chart of accounts?
Why are transactions not coming through?
Have you entered “Do not import Data before/after” filters in the bank feed setup?
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For example, If you enter ‘Do Not Import Data Before’ 01/06/2023: Data will not come through for any period before 01/06/2023.
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Alternatively, if you enter ‘Do Not Import Data After’ 30/06/2023: Data will not come through for any period after 30/06/2023.
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If a filter was input and caused the data to not import, a re-request will need to be completed.
Have you created entries?
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Data will not import for a period with completed Create Entries. A reversal and re-request is required.
Have you extended out the Transactions Date Range within the Transaction List screen?
From the Transaction List set the Transaction Date filter to Custom Dates and extend the Start Date and End Date.
Are you trying to obtain historical data?
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To view which banking institutions supply historical data, please refer to the help article Supported Banks - BGL Bank Data Service
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If historical data is not supported, you can import the transactions by using a Bank CSV Import or upload a bank statement to BGL SmartDocs through the Smart Matching Screen.