4. Give Consent for a Bank Feed (Direct feed only)
ACSISS Connect bank feeds require consent from the account holder and approval from the bank.
Users cannot import transactions until a bank feed is Active.
Instructions
Go to Bank Accounts / Notice the new field ACSISS Banks Account Status, this field displays the status of your bank feed (it will be blank until the consent process is started)
Select the bank account you want to give consent for the Bank Account Card will open / Scroll to the bottom, notice the new ACSISS Data section / click the ellipsis icon to display the list of available Institutions / select the corresponding institution or bank and click ok
You will return to the Bank Account Card / click Actions / ACSISS Actions / Register Bank Account
Confirm the Bank Account details, a screen will be displayed that summarises the Bank Account details / Review, click Confirm / click Finish
A Customer Authority Form (CAF) will be generated, it is prepopulated with the corresponding bank account’s details; Account Name, BSB and Account Number. The CAF is downloaded automatically.
Each CAF is customised to its respective bank. ANZ and Westpac use an online consent process; a set of instructions will be generated instead of a CAF.
All accounts excluding ANZ and Westpac - Go to downloads / Print the form / Sign the form with ink / Send the form to SISS Data Services for processing:
Email: sissdataforms@siss.com.au
Fax: (02) 9439 4663
Post: Locked Bag 3060, Crows Nest, Sydney NSW 1585
Note: Each form is required to be printed and signed by pen (black or blue), and then scanned or photo sent to SISS. Please note under current law & bank requirements no form of digital signature is acceptable. accounts excluding ANZ and Westpac - Go to downloads / Print the form / Sign the form with ink / Send the form to SISS Data Services for processing:
ANZ and Westpac accounts only - Go to downloads / Print the form / Read the instructions / Follow the instructions for the bank’s online consent process
Return to the Bank Account Card / ACSISS Data / Notice the updated ACSISS Bank Account Status field; “Created”
This is also displayed in the Bank Accounts menu, seen in step 1
Your Consent process is complete; You are now ready to set up your job queue for importing transactions
Repeat the above steps for each account you want to setup a feed for
Bank Account Consent Status Flow
The bank feed status must be Active before you can import transactions
Created: The CAF for the account has been generated and downloaded
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Received: The CAF has been received by SISS Data Services
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Active: The consent has been approved by the bank