We are experiencing an issue with the bank feed for the USD15 account in Acumatica.
The feed is connected successfully; however, no transactions are being retrieved for April 2026. In some cases, the system only pulls recent transactions (e.g., from the previous day), but not from the beginning of the month.
Impact
Issue affects 4 Bank of America accounts under the USD15 feed
Other bank feeds (e.g., Amex) are functioning as expected
Client is currently forced to manually upload transactions, impacting operational efficiency
Observed Behavior
Bank feed returns no transactions for April 2026, despite confirmed activity in the bank account
After reconnecting, only partial/recent data is retrieved
Other feeds (e.g., Amex) are working correctly
Troubleshooting Performed
Disconnected and reconnected the bank feed
Verified bank login credentials directly via the bank’s platform
Retried transaction retrieval after reconnection
Tested in test mode – same behaviour observed (no transactions returned)
Attempted alternative connection via Plaid – unsuccessful
Current provider in use: MX
Client engaged Bank of America – no issues confirmed on their side
Business Impact
Client is unable to retrieve transactions automatically
Manual uploads are currently being used
Request
We request assistance in investigating:
Why historical transactions from 01 April 2026 onward are not being retrieved
Whether this behaviour is related to the MX provider integration
If there are any known limitations, sync windows, or configuration dependencies affecting transaction retrieval