Bank Data Feeds is a feature of Mclowd Premium Version. To access this feature, log in to your Mclowd™ account and click the UPGRADE button to the left of your user name.
Users of Mclowd Free Forever Version and Mclowd Pro Version should ignore this section of the User Guide.
To access the Bank Data Feeds feature, click the Data Feeds tab on the main menu.
Mclowd™ displays the Data Feeds button menu.
Click SDS DATA FEEDS.
Mclowd™ displays details of your current Bank Data Feed Subscription.
Scroll the screen to see a list of your accounts that are eligible for Bank Data Feeds.
A DEACTIVATE button enables deactivation of all SISS Data services.
Below the Client Details panel is a button that enables deactivation of the service. Click this only if you no longer wish to receive data fed from the SISS service.
The DEACTIVATE ALL BANK DATA FEEDS button deactivates the service for your entire account.
Use the ACTIONS options in the Eligible Accounts list to deactivate the service for only selected bank accounts.
A list of Accounts eligible for Bank Data Feeds displays, showing account name, bank, BSB and Account Number, and Data Feed Status.
The Actions Field offers a selection drop down to enable updating of your subscription, deactivation of a selected account, or request of a data authority form to add enable data feed for a selected account.
Deactivation here only deactivates feeds for the selected account. The deactivation button above deactivates the entire service.
For any accounts that are not yet set up, the selection list will provide an option to Add to Feed.
Selecting an account and clicking the ALLOCATE button enables you to commence processing imported transactions. Mclowd™ displays detailed information about the account.
Scroll down to view the first page of the transaction list.
At the bottom of the transaction list, you can change the number of transactions displayed on a single screen by selecting from the ''Show nn Entries'' list at lower left of the screen. Page numbers enable you to move between pages to view the full list of transactions.
A selection panel at the top of the Transaction List lets you:
•select a date range to display,
•enter search criteria to find a specific transaction,
•display only transactions of a selected type, or
•display only Verified or only Unverified transactions.
Each transaction line shows:
•a reference number,
•date of transaction,
•amount,
•description (as shown on your bank statement),
• type
•Category selection
•Verified indicator (this field is blank if transaction is unverified)
Income Items are displayed in the list as positive amounts, in green, while Expense Items are shown as negative amounts and in red.
