I have a customer that is using Plaid to as their provider for bank feeds. There is a column in the file labeled check number with the check number in the field. The check number is not appearing in the when the bank feed is processed. I attempted to map that field but when I did that, the customer received the error “object reference not set to an instance of the object.
Question
Bank feeds and check numbers
Hello
When loading transactions in Test Mode for the Bank Feed, are there values on the column “check number”?. If they populating with values, it can be mapped on Custom Mapping Rules as follows:
Amaan,
Thank you for the response but what if the source file has the heading of “Check” and not Check Number?
Thank you for the response but what if the source file has the heading of “Check” and not Check Number?
The “fields” that are available are standard in Acumatica. The user need to identify using “Load Transactions in Test Mode” to which field is the relevant data being populated by Plaid. Accordingly the mapping can be done
When I load transactions in test mode the check number field does not populate. Any suggestions?
you will have to reach out to the Data Provider or Financial institution to request for the data to be made available through the Bank Feed. In some cases field’s can be restricted due to security/ data protection measure by the financial instituition
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