ACSISS Connect
ACSISS Connect
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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

  1. 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)

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    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

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    You will return to the Bank Account Card / click Actions / ACSISS Actions / Register Bank Account

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    Confirm the Bank Account details, a screen will be displayed that summarises the Bank Account details / Review, click Confirm / click Finish

  5. 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.

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    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

  7. 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