What Should You Do If Transactions Are Missing From Resly's Bank Feed?
Having missing transactions in your bank feed can be stressful, but there are several steps you can take to identify and resolve the issue. This guide outlines common reasons for missing transactions and provides troubleshooting steps to address them effectively.
Common Causes of Missing Transactions in Resly
Pending Transactions: In many cases, the missing transaction might still be pending at your bank. Resly only reflects confirmed transactions, which typically take a business day to process. Delays can be further extended on weekends and public holidays.
Unpresented Transactions: Sometimes transactions are created in Resly but have yet to appear in your bank feed. This scenario is typical for transactions made within the last 5 days.
Bank Delays: Occasional delays from the bank’s side might temporarily prevent a transaction from appearing.
Troubleshooting Missing Bank Feed Transactions
Check the Bank Feed Status: - Navigate to the bank feed in Resly. - Click on the Status option in the top-right corner to review recent update logs. If the connection shows as 'Success,' proceed to the next step. If 'Failed,' reconnect your bank feed.
Reset the Connection: If the bank feed status is successful, but the transaction is still missing, try resetting the bank feed connection. This step often resolves minor sync errors.
Wait for Automatic Updates: It’s advisable to wait for the transaction to appear automatically in the feed rather than manually importing it. Manual imports might lead to duplicate entries and could incur additional service charges, disrupting your financial records.
Validate if the Issue is Resolved: After following the above steps, confirm whether the missing transaction now appears in the feed. If the issue persists, contact your bank or Resly’s support team for further assistance.
Best Practices to Avoid Future Discrepancies
Monitor your bank feed regularly to spot anomalies promptly.
Ensure transactions appear in your bank account before reconciling in Resly to avoid accounting discrepancies.
Avoid manually importing transactions unless absolutely necessary to prevent duplicates and manage finance charges effectively.
By following these guidelines, you can resolve most instances of missing transactions and ensure your bank feed functions smoothly.