--- language: "en" --- # ACSISS Adviser ## Welcome to your ACSISS Adviser knowledge base! ![Adviser - Highlight Colour - Transparent@0.25x.png](https://help.acsiss.com.au/__attachments/a_e89f170748d6bd68897f5b02fcc27f2c5d6e29a5d34874a172200a75f141088e/Adviser%20-%20Highlight%20Colour%20-%20Transparent@0.25x.png?cb=085c4a0f0236667cd897f8775a0ac97a) This knowledge base consists of articles for ACSISS Adviser, the Open Banking data sharing portal for Accountants and Bookkeepers, by SISS Data Services ACSISS Adviser enables Trusted Advisers to view and export their clients' financial data securely. *** ** * ** *** ### Product Overview ACSISS Adviser eliminates the need for Accountants and Bookkeepers to chase clients for bank statements and data files. No more password sharing or screen scraping. As part of the Commonwealth Government's 'Consumer Data Right' (CDR) initiative, also known as Open Banking, ACSISS Adviser ensures that your client's financial data is shared with trusted advisers in a secure, controlled manner. --- language: "en" --- # Adding another user to your ACSISS Adviser account ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_ded167f7e6cd497974d6e4d9dc1981c060321c9abd0218714ca1744c2eccd3b7/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) Invite your team members to join your ACSISS Adviser account and collaborate. *** ** * ** *** ## Adding Another User to Your ACSISS Adviser Account To do so click your user icon in the upper right-hand corner of the dashboard, then select **Manage company**. ![image-20250625-014841.png](https://help.acsiss.com.au/__attachments/a_29d9b8ae010cca6962cf88f14ecfbc9b19ef7be7b7a8fd1e79ee594dec4ea1c5/image-20250625-014841.png?cb=c66ec192c2a1f6d27cf83bb22270ecb3) Go to **Users** and click **Add User**. ![image-20250625-015355.png](https://help.acsiss.com.au/__attachments/a_4f8862c6f5f288fd19b1a5e933ee134f937bf70c69f4e7be710ff5d6879fdbef/image-20250625-015355.png?cb=245fe2e6bd53556b586a7c3e93051988) Enter the user's name and email. You can also personalise a message for them if you wish. After filling in the details, click **Add User**. ![image-20250625-015635.png](https://help.acsiss.com.au/__attachments/a_fb2d82e86ca894cc634b9333c7ed743c754264f2874e00bde483732ae90f2576/image-20250625-015635.png?cb=4b6451bd00933a8ff0542ece14780ee6) Then, the user will receive an invite to join your ACSISS Adviser account. The invited user will now appear under **Users \> Invited Users**, until they accept the invitation. ![image-20250625-020438.png](https://help.acsiss.com.au/__attachments/a_dca22b8c320c110d27838c90bb7c66181957cafce5feef1e4d3fea0c083e62e1/image-20250625-020438.png?cb=c85b859d5da1327ae73b8599c67d7c47) ## What Happens Next The invited user needs to sign up for ACSISS Adviser, verify their email, set up a password, and enable multi-factor authentication (MFA). πŸ’‘ When added to an Adviser business account, there is no need for registration body verification, registration type selection, or GreenID verification. Once logged in, the new user will have the role of "Adviser" and will not have any clients assigned initially. The user can then follow the [++Connect a New Customer++](https://help.acsiss.com.au/adviser/connect-a-new-customer.md) article to proceed with setting up their connections. ## Managing Roles and Client Allocations After the invited user has become an active user, a manager or administrator can change the adviser's role as required. Clients can also be allocated to the new adviser at this stage. ## Adviser Role Definitions An **Adviser** can invite clients to the platform, accept client accounts, and is responsible for viewing and managing only their own clients and client data. Advisers also have the ability to configure export locations to streamline their workflows. A **Manager** has all the capabilities of an Adviser, with additional access to view all clients and client data within the company. Managers can reallocate clients to different advisers and have the authority to add and delete users (advisers) as needed. An **Administrator** has all the same permissions as Advisers and Managers but also has control over the entire company's settings. They can make important changes that affect everyone in the company and ensure everything runs smoothly. --- language: "en" --- # ACSISS Adviser User Guide ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_b0b0d44454e6dead2f1acf2b1ba8473c7ba86fcc193c8984ef1d961ec5257b86/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) ACSISS Adviser securely provides accurate records of your clients' transactions from banks and other financial institutions. *** ** * ** *** * [Sign up for an ACSISS Adviser account](https://help.acsiss.com.au/adviser/sign-up-for-an-acsiss-adviser-account.md) * [Verify your Adviser account](https://help.acsiss.com.au/adviser/verify-your-adviser-account.md) * [Managing customer connections](https://help.acsiss.com.au/adviser/managing-customer-connections.md) * [Managing users](https://help.acsiss.com.au/adviser/managing-users.md) --- language: "en" --- # CDR Bank Statements ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_e59003e6ccf0e67a2161bc1b6b40306440794961e2918c239dfe6853e4e7ea83/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) This article describes the CDR Bank Statement feature in ACSISS Adviser, and which banks and account types are available. ## **What is CDR?** The Consumer Data Right (CDR) is a Commonwealth government initiative that compels banks (and other institutions) to provide consumers with secure, complete, and accurate data access per strict guidelines. Under CDR regulations, banks must provide this data when a consumer (individual or business) instructs them to. To learn more about CDR, please visit [++Homepage \| Consumer Data Right (cdr.gov.au)++](https://www.cdr.gov.au/). ## **What are CDR Bank Statements?** CDR Bank Statements are statements generated from transaction data provided by the banks under the Consumer Data Right. In this way, CDR Bank Statements are an accurate, unaltered, digital version of the bank transactions. With their clients' permission, Advisers can generate CDR Bank Statements on demand and do not require access to online banking, or client passwords. ## **Are CDR Bank Statements the same as traditional Bank Statements?** A CDR Bank Statement is generated using data provided by the banks under the Consumer Data Right (CDR) regulations. It is a listing of all the transactions made through an account during a nominated date range. Because CDR Bank Statements are created by a Trusted Adviser on demand, the CDR Bank Statement can be produced with the client's permission for whatever date range the Adviser wishes. So, while the bank might provide statements that cover each month (say from the 15th of one month to the 14th of the following), an adviser may choose to instead produce a statement for the calendar month, or even for the entire financial year. Either way, the transactions, and account details (name, address, etc.) on the CDR Bank Statement match those provided by the bank. Occasionally, data provided by the bank may include small variations to that found on the traditional paper statements. ### Occasional Variances: * Transactions may appear in a different order * The running balance may not match * Transactions are dated a day earlier or a day later * Descriptions may look slightly different ## **Which banks or accounts can I get CDR Bank Statements from?** CDR Bank Statements are available from the majority of [++Data Holders active in CDR++](https://www.cdr.gov.au/find-a-provider?providerType=Data%2520Holder&status=ACTIVE), for transactions accounts only. Credit, loan, and term deposit accounts are unavailable. ### Excluded Data Holders: * Tyro * PayPal * Wise * Unloan ## **Why can't I see my CDR Bank Statement?** There are several reasons why you cannot produce a CDR Bank Statement: 1. The bank you are trying to download a statement for is excluded from CDR Bank Statements 2. The account type you are trying to download a statement for is excluded from CDR Bank Statements 3. The selected date range contains a non-balanced [Balancing transaction](https://help.acsiss.com.au/adviser/understanding-balancing-transactions-and-their-roo.md) ## **What file format is the CDR Bank Statement in?** CDR Bank Statements are generated in PDF format. Transaction data can also be downloaded in CSV, QIF, and OFX formats. --- language: "en" --- # Connect a new customer ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_a8c420c1a5022e1873f2c02146e10d9b5f786efc9d541c751503bdbbdd312369/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) To start, go to your ACSISS Adviser dashboard and click **Connect Client.** ![image-20250611-074918.png](https://help.acsiss.com.au/__attachments/a_94c95e61ecdbc695c474b958da98fff2d901226d58ea2b37b1eb36534b959e80/image-20250611-074918.png?cb=b5a662a5f53369adb3b048a67a9abee7) You can invite your clients directly from Adviser or if prefer, you can generate a link to copy and paste in the body of an email from your own email address. **Email from Adviser** Select Email Invite, then enter your client's name and email address in the provided fields. If desired, you can also personalise a message for them. Your customer will receive an email invitation to securely share their data through ACSISS My Data. ![image-20250611-075930.png](https://help.acsiss.com.au/__attachments/a_e60508b868fef8036658238fb08e740ee4c918d7cf5e622122fb1af163a869f2/image-20250611-075930.png?cb=d032835ed843a983c0597ddad3f5987f) **Generate a Link** Select Generate Link, then click Copy. Paste the invite link into an email and send to your client with a personalised message. ![image-20250611-080106.png](https://help.acsiss.com.au/__attachments/a_25a0fa655521835e1acc687fa6760441a791b786e192c40e8ba9c66c36f757f3/image-20250611-080106.png?cb=fe2c092e08dfea35db28ddd58c372075) After sending the invitation, a new section will appear on your dashboard, displaying all the customers you have invited. This section provides an overview of your **Invited Customers** for easy management and tracking. ![image-20250611-081116.png](https://help.acsiss.com.au/__attachments/a_e4519089f19260a25e7be9ee75df21888edaae968547a156080629bf81f641da/image-20250611-081116.png?cb=f77d64867b269e6c7c2ab279836a2ede) Once the customer accepts the invitation and successfully connects their bank account to their ACSISS My Data account, they will be moved to a dedicated section on your dashboard called **Pending Customers** . ​ This section allows you to track and manage the customers who have initiated the connection process but are still pending completion. ![image-20250611-082424.png](https://help.acsiss.com.au/__attachments/a_70f922bb67da7f5334d7a88f895826f63522e8f8cefc0db1771027ec9cac00e5/image-20250611-082424.png?cb=09448f7767147a3024a07e92bc8dadda) Next, you will need to accept or decline the accounts that your customer has granted you access to. To do this, click on the eye icon next to the customer's name and navigate to the **New Accounts** section. ![image-20250611-082614.png](https://help.acsiss.com.au/__attachments/a_3c113e87d791a1dcc3ceee5bff61d6026cf41eef3be51e885853c1a7f81d1270/image-20250611-082614.png?cb=3870fb191ca346c853a69be9bb85485d) From there, you can review the bank account details and make a decision by accepting or declining the requested access. In the **Operation** column, click the **check** button corresponding to the account you wish to access securely. This action will move the account to the **Connected Accounts** section, indicating that you now have authorised access to it. If you do not need to access a particular account that your customer shared, you can click the trash button instead to remove it. ![image-20250612-000304.png](https://help.acsiss.com.au/__attachments/a_ebfd3bf683e9c14f23719b86061a0536bb3755b6f7cd91c54b4b61a29c2cd2aa/image-20250612-000304.png?cb=80eb386e87fb3485828a2e54dae261ba) The client will receive a notification via email and on their My Data dashboard. The client will also be moved to the **Clients section** on your dashboard, indicating that they are now part of your client list. ![image-20250616-023900.png](https://help.acsiss.com.au/__attachments/a_4a19de1ab129c0c2a070d10b12653886d55b93b8fc6fa96e2a119b5d4e93d320/image-20250616-023900.png?cb=120264382db53d51591d3544668cf4b2) ​To view all the shared accounts and their corresponding transactions and data for a specific customer, simply click on the eye icon located beside the customer's name. This action will allow you to access a comprehensive view of the customer's shared accounts and the associated transaction details. ![image-20250616-024745.png](https://help.acsiss.com.au/__attachments/a_1fcae0ef9353772d1dcb00f91e5d24715a5ca7c273e85f2439df3db18f43a786/image-20250616-024745.png?cb=417afca2e16b0fe991e08a9d246c8293) You have successfully connected a customer with accounts. Transaction data will update overnight. --- language: "en" --- # Disconnect a client's account ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_d62b1cdaa402b4a0bb54ce819cdf5f44901761bb9f5749c9f6fc802d6e4851d2/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) To disconnect a client's account, go to the **Clients** section on your dashboard. Find the client for whom you want to disconnect an account for and click on the **View client** button beside their name. ![image-20250625-002251.png](https://help.acsiss.com.au/__attachments/a_0355e77aad6fd4d24ca0c552710d6f6026b2ebb60410431996ff16035dbcbf1b/image-20250625-002251.png?cb=f94de2a703b623e00d010dadb017bffa) Then, locate the connected account you wish to remove and click on the trash button next to it. ![image-20250625-003401.png](https://help.acsiss.com.au/__attachments/a_b50bcc6054072887af377fcd8f6b77b54bb2d1e59edf769de43cd615f0e8a685/image-20250625-003401.png?cb=11d9b5ab7bed02a11301ba9bb1d3b2c6) This will prompt a confirmation dialogue to ensure that you want to proceed with the removal. Click **Delete.** ![image-20250625-003504.png](https://help.acsiss.com.au/__attachments/a_b60f7f3857a4f4f8ea26e1645f3708d4df7da684d4719f8995c7f79d74d6e1f7/image-20250625-003504.png?cb=f9934a654f9fb2436080942e539a3bd2) Afterward, your client will receive a notification informing them that the connection to their account has been removed and that you no longer have access to their data. You have successfully disconnected your client's account. --- language: "en" --- # ACSISS Adviser FAQs ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_4d26fd5eba8e2852431491ee69c2692cfc0a7b39c079f19504e65ec297201327/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) ACSISS Adviser securely provides accurate records of your clients' transactions from banks and other financial institutions. *** ** * ** *** * [Understanding Balancing Transactions and Their Root Causes](https://help.acsiss.com.au/adviser/understanding-balancing-transactions-and-their-roo.md) * [CDR Bank Statements](https://help.acsiss.com.au/adviser/cdr-bank-statements.md) * [How long does my sign-up invitation last?](https://help.acsiss.com.au/adviser/how-long-does-my-sign-up-invitation-last.md) * [Where Your Client Data Is Stored and Handled: Key Facts for Tax Agents and Accountants](https://help.acsiss.com.au/adviser/where-your-client-data-is-stored-and-handled-key-facts-for-tax-agents-and-accountants.md) --- language: "en" --- # How long does my sign-up invitation last? ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_3e3a706f2ad093105c1a09f01a1826281b3daa2b644a365d3d815077800281df/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) When you invite a client to share data with you, you do so by email with an invitation link. This link allows the user to sign up for ACSISS My Data and share data with you. **The invitation link is valid for 30 days.** If a user clicks the link and starts the sign-up and share process but does not finish, they can pick up where they left off by clicking the link in their email if this is within 30 days of receiving the email. If the process is not finished in 30 days and the user clicks on the link they will see the error message below. You must [resend the invite from ACSISS Adviser](https://help.acsiss.com.au/adviser/connect-a-new-customer.md). ![image-20241230-034836.png](https://help.acsiss.com.au/__attachments/a_2efad02753366fad2055c5984f0653f1230f8940164bb4cce1bb00c31b6f6311/image-20241230-034836.png?cb=f10f30cac6f125ba4e390aa17b4f93c6) --- language: "en" --- # Managing customer connections ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_abbed1f3e6dce7308adbc58d81e402c6d448f42e84aa9caa8651340350d12a31/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) Learn how to connect and disconnect customers in these articles. *** ** * ** *** * [Connect a new customer](https://help.acsiss.com.au/adviser/connect-a-new-customer.md) * [Disconnect a client's account](https://help.acsiss.com.au/adviser/disconnect-a-customer-s-account.md) * [Using Group Codes](https://help.acsiss.com.au/adviser/using-group-codes.md) --- language: "en" --- # Managing users ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_c35de04ee2caa1154b04d9e25ef4aa638a9fc780a27cfd2d7ddfd1afd0d5d023/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) Learn how to invite your team members to join your ACSISS Adviser account and collaborate in these articles. *** ** * ** *** * [Adding another user to your ACSISS Adviser account](https://help.acsiss.com.au/adviser/adding-another-user-to-your-acsiss-adviser-account.md) --- language: "en" --- # Sign up for an ACSISS Adviser account ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_ce6e0d29b44151cb44996b56a5b92521cb1177aa876dbfc2b72fa1978bfdfc10/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) In this article, we'll walk you through how to create an ACSISS Adviser account. *** ** * ** *** ## Sign up for an account To start, go to [http://app.adviser.acsiss.com.au](http://app.adviser.acsiss.com.au/) and click on **Sign up now.** ![image-20250527-031255.png](https://help.acsiss.com.au/__attachments/a_428e45828eb058c615e135c22c746ab7c9f2c1e0fb48dc7e38be8b1a7ecd8966/image-20250527-031255.png?cb=be3fe734df236ade1f0101035d1bc9d3) Next, enter your email address and click **Send verification code**. ![image-20250527-031612.png](https://help.acsiss.com.au/__attachments/a_7fcd9ebd46160ce7ece3ebfb711752cbe17c6c1ad533e73620e772f2e3843646/image-20250527-031612.png?cb=fc0478f1072d0956efc7afe680c59a19) Go to your mailbox and find the email from ACSISS. Copy the verification code and return to the ACSISS Adviser sign-up page. Enter the verification code in the designated field and click **Verify code** . ​ ![image-20250527-033632.png](https://help.acsiss.com.au/__attachments/a_8a54e71192ddbafd2780bb950aed3d931693f7d3176b53af56c47e36a9c6d54a/image-20250527-033632.png?cb=edd0653e366a7cadb7b4748fc2d3c7ac) Set your **password** and confirm it. Then, provide your given name, surname, mobile number, and click **Create**. ![image-20250527-034136.png](https://help.acsiss.com.au/__attachments/a_808a068d4d9273c7dd0dae7e0534a4b4d780edd91441d0be966db567f86fa5fe/image-20250527-034136.png?cb=0586a22e26097071f446eec9a4b2d305) ## Set up 2-Factor Authentication All ACSISS accounts must enable 2-factor authentication. This adds an extra layer of security to protect your clients' sensitive data and ensure only you can access it. Download or open an authenticator app of your choice, **scan the QR code using your authenticator app,** and click Continue. ![image-20250528-013123.png](https://help.acsiss.com.au/__attachments/a_400e5fc604e5718e301a4cbf1f1e7c6b35d9c50f911b747cdd8cee8e4273f25a/image-20250528-013123.png?cb=de7a1996cfb20d13d8bf184115884aae) Open your authenticator app and retrieve the One-time password code for your ACSISS account (SISS-Adviser-PROD). Go back to ACSISS Adviser, enter the code from your authenticator app, and click Verify. ![image-20250528-014310.png](https://help.acsiss.com.au/__attachments/a_5a617bd61a36380a6b308954facd16c70957f5bbc432ffbe584265efc6ff73e4/image-20250528-014310.png?cb=e26510435c3d5385f350fbd3489381f5) *** ** * ** *** ## Complete your sign up After setting up 2 Factor Authentication, you will be redirected to ACSISS's Terms and Conditions page. Read and accept the Terms and Conditions, then click **Next** to finish setting up your account. ![image-20250528-014440.png](https://help.acsiss.com.au/__attachments/a_9df0ce0e6978f96c704d8aa91a102b66734b9762c0064d56d1841566dbfc3363/image-20250528-014440.png?cb=6aade761feac11e29d493832d7150a17) Next, you are required to verify your status so you can receive data from your clients. ![image-20250528-021350.png](https://help.acsiss.com.au/__attachments/a_0d00fcd51473edf0f0737e6a20f94618b543a23a774dbc36a55cf86f00f11582/image-20250528-021350.png?cb=8ee63c21f3bdf47370999f21f2093608) ​ Your account has already been created. If you decide not to verify now, you can still set up your clients, but you won't be able to receive their data. ​ When you're ready to verify, log in to your ACSISS Adviser account and click **Complete Verification** on the banner. ​ You will not be able to view your client's data until your identity has been verified --- language: "en" --- # Understanding Balancing Transactions and Their Root Causes ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_74405614b8e812e653cc5fadf1c3a2117dccb65a1b445c64cb9f67643a9276ab/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) ## What is a Balancing Transaction? Our role is to ensure your data is accurate and not simply rely on the banks telling us it's accurate, we check it. We do this by verifying all bank accounts before sharing them with you. However, occasionally the data provided by Banks does not reconcile. When this happens ACSISS creates a Balancing Transaction, which is an identifiable adjustment to tell you exactly when the bank data did not reconcile. ACSISS inserts a balancing transaction to ensure the running balances are accurate and consistent. ## **Let's see how this works** We receive the following data from a bank: * Bank Balance on Monday $1,325 * Less: Purchase Computer ($550) * Bank Balance on Tuesday $907 In this scenario, this account does not reconcile. There is a difference of $132. ACSISS inserts a balancing transaction: * Bank Balance on Monday $1,325 * Less: Purchase Computer ($550) * Add: ACSISS Balancing Transaction $132 * Bank Balance on Tuesday $907 The addition of the ACSISS Balancing Transaction of $132 results in the account reconciling with the last verified balance and current balance provided by the bank. The user has precise information about when the account did not reconcile and by how much. ## **How do I Identify a Balancing Transaction?** You can identify a Balancing Transaction by looking for "BALANCING TRANSACTION" in the transaction description. ## **How do I fix the Balancing Transaction?** If you do not want to see the balancing transaction, you can choose to remove it from your accounting system. ## **Primary Causes of Balancing Transactions** There are several reasons why balancing transactions occurs: ### **Post-dated Transactions** This is the most common cause. A transaction dated in the future has been included in the current balance. ### **Incorrect Balances Provided by Banks** **Example:** NAB Credit Cards report what you have left to spend as your balance but do not provide the credit limit. This omission makes it difficult to calculate the actual balance (which should be the current balance minus the credit limit). ## **Additional Causes** Beyond the primary causes, there are other complications that can affect the accuracy of balances: ### **Inclusion of Pending Transactions** **Issue:** Some banks include pending transactions in their reported balances, which can lead to discrepancies. **Banks:** NAB, Westpac, and UBank ## **Balancing Transactions and Data Delays** When ACSISS checks the balance reported by a bank against the sum of individual transactions plus the last verified balance, it aims to ensure they reconcile. If a discrepancy is found, we wait and attempt to recollect the data to provide accurate and reconciled information. We will recollect the data for up to six hours before inserting a balancing transaction. This may result in a delay in your data and will only affect the account(s) that have a balance discrepancy on the first collection attempt. --- language: "en" --- # Using Group Codes The Adviser portal shows your Clients as defined by their MyData registrations, and clicking into the Clients will show you the bank accounts under that registration. We recognise that a business may use multiple MyData registrations to share their data, or multiple business may use one MyData registration to share their data. Group codes allow you to set a single reference code to clients OR bank accounts to make it easier to find the data you need. **Apply a Group Code to a Client** 1. Click the eye icon next to the Client ![image-20250205-044208.png](https://help.acsiss.com.au/__attachments/a_c73b002f87339d1a63e7c58dac1dcaf11722e4684ba75bd06cfdaf63e120a4a6/image-20250205-044208.png?cb=00733eb54b79760116a6b68768078250) 2. Click the change link under the Group Code heading: ![image-20250205-043842.png](https://help.acsiss.com.au/__attachments/a_f8293ed3c760f3344e6bf3faf8fd174518e7fbd5ee2be3193a7962a17f56bafa/image-20250205-043842.png?cb=214771741fe5864e40f670435d2e2551) 3. A pop-up window will appear with a field to enter your custom group code. Then click Update Group Code to apply the Group Code to the Client and all the accounts under the client: ![image-20250205-044455.png](https://help.acsiss.com.au/__attachments/a_6aecd3550390a67bbe5f0258f0461fc6b0b6b517061a763073e1f8cd6c997ccc/image-20250205-044455.png?cb=79d0aab5a2603fbab380836112ecd96e) 4. You can now see the Group Code under the Group Code heading, and in the Group Code column for the Connected bank accounts: ![image-20250205-044758.png](https://help.acsiss.com.au/__attachments/a_df34d875ffd877feeee74336a7f89f199ddd63bb3b0aaa52f0ad1c757a45d0b6/image-20250205-044758.png?cb=07f0394f5b23bd5e2befca694b8dcc9e) **Applying Group Codes to Accounts** 1. Click the eye icon next to a Client's Connected Bank Account: ![image-20250205-045336.png](https://help.acsiss.com.au/__attachments/a_8e1ba29c3dabf7db73b5f8e2b21e55250cb2e047ad10bd441e4eaf8817bf2e83/image-20250205-045336.png?cb=0e562804496188eb59b3287921347161) 2. Under the Account Group Code heading, click the change button: ![image-20250205-045611.png](https://help.acsiss.com.au/__attachments/a_195178dff10364f8c8f99ff98b1f7b53cb927df716e7859c3a07351aebd95779/image-20250205-045611.png?cb=8c2b32da36186f97c13a6068abb0eea4) 3. A pop-up window will appear with a field to enter your custom group code. Then click Update Group Code to apply the Group Code to the account. If you wish to remove the Group Code entirely, use the Clear Group Code button: ![image-20250205-050341.png](https://help.acsiss.com.au/__attachments/a_0fe205ec4b5a403f338f07f9e982541b5b7791ba30ccbb2edb182703c8df99dd/image-20250205-050341.png?cb=c7e86b959ff6059ffed84ae3de7a3b93) 2. You can now see the Group Code under the Account Group Code heading, and in the Group Code column for the Connected bank accounts: ![image-20250205-045611.png](https://help.acsiss.com.au/__attachments/a_195178dff10364f8c8f99ff98b1f7b53cb927df716e7859c3a07351aebd95779/image-20250205-045611.png?cb=8c2b32da36186f97c13a6068abb0eea4) ![image-20250205-051329.png](https://help.acsiss.com.au/__attachments/a_fd4ac3dc8de22793319b841bcaa6be66546cfe0977982c1a728af6483b6fd581/image-20250205-051329.png?cb=39a8b7c4932d16edb7015513a1ecaecd) **Generating CDR Bank Statements using Group Codes** 1. On the Bank Statements screen you can now choose to Filter Accounts by Client or by Group Code. Selecting Group Code will show you a list of Group Codes that you can use to filter the Accounts shown: ![image-20250205-051550.png](https://help.acsiss.com.au/__attachments/a_b6c4010423ca317a6b8723e4bb3e84d6d4c6c319f39ae11749a16b35f130c8c8/image-20250205-051550.png?cb=606511c7f5bd9d28d7f06e5e039ba0d5) 2. Use the slider next to the Show All or Group Codes to apply one or more filters to the Accounts shown --- language: "en" --- # Verify your Adviser account ![image-20241230-024410.png](https://help.acsiss.com.au/__attachments/a_24847054d7628dbf1fdc3017515484ec493695f620b2eef0db2f28557da02806/image-20241230-024410.png?cb=3fae1de60c736fabc69decd578f5e4b0) To receive data from your clients, you will need to verify your ACSISS Adviser account. ![image-20250528-021456.png](https://help.acsiss.com.au/__attachments/a_7e70f48037625f3414f7e0cc504eb089c0f7866692402cd42ffac5f54b1d5c5e/image-20250528-021456.png?cb=8ee63c21f3bdf47370999f21f2093608) ​After signing up, you will be prompted to initiate the verification process by selecting the registration body you belong to and entering your registration ID. When you use your **Tax Practitioners Board registration ID, validation is instant.** When using **any other registration body, you will need to wait up to one business day for validation.** ![image-20250605-021150.png](https://help.acsiss.com.au/__attachments/a_1c0927a5620be1e1cacc2b500003c525256f4151b710e97dc7cb3527eccac469/image-20250605-021150.png?cb=2adb7f197e03064edc9095ec2a40b669) TPB Registration screen ![image-20250528-071709.png](https://help.acsiss.com.au/__attachments/a_762967811447a1921b2e2a41b0ed3d7f3387d0f5eade0c59089524d4a5afbbd1/image-20250528-071709.png?cb=4260225c13e612e30df22fe020ffc97b) TPB registration verified screen ![image-20250528-071327.png](https://help.acsiss.com.au/__attachments/a_1f9beb7b827fd3f4dfd1e84f75b060ec5c0781677b6c3c818fe29cbdc230e400/image-20250528-071327.png?cb=64aac132a825d0d23a4921b3909e9342) CPA registration screen ![image-20250528-071442.png](https://help.acsiss.com.au/__attachments/a_fecc13fce87a3c746290b4ea0c2c30f504aa18239e732a00781b3d237ca26d1f/image-20250528-071442.png?cb=4aa56b2a264147a60921bf713fcf9c5e) Pending validation screen Next, choose a **registration type**. * If you belong to an organisation and require collaboration with your team members within your ACSISS Adviser account, select **Business**. * If you operate as a solo practitioner and do not need to invite other users to your ACSISS Adviser account, choose **Personal**. ![image-20250528-071843.png](https://help.acsiss.com.au/__attachments/a_4b046e03a8a8aa56bf546bf0abd7551d600110455cdd2cf2a746a912f0703eb6/image-20250528-071843.png?cb=2451d21cd53850f0410330879dd6188d) ## Sign up for a Personal account If you selected Personal, the next step involves undergoing verification through GreenID. GreenID will ask you to supply details from **two documents from the following list:** * Australian Passport * Australian Driver's Licence * Medicare Card * Citizneship Certificate * Immicard Once your account is verified successfully, you can receive your client's data. ![image-20250610-013709.png](https://help.acsiss.com.au/__attachments/a_956b272b83e29e325ae1e81c43935ce2e8d008733d40e4d1748a508d064a156e/image-20250610-013709.png?cb=b855436b7f1b0e153de79ff98d92dc34) Verification start screen You will perform the verification with GreenID on your smartphone, or if using your computer, in a new browser. Next, you will be prompted to invite your clients to connect to your ACSISS Adviser account. However, if you prefer to add your clients later, simply click on Next. ![image-20250529-063955.png](https://help.acsiss.com.au/__attachments/a_de14045742d72a6fb98d6a14fa4e5d3cea552201d90a05153c412106358ab14f/image-20250529-063955.png?cb=fe4dad763de1b471b35d35308d41c2c8) Invite clients screen - this is an optional step ![image-20250605-064001.png](https://help.acsiss.com.au/__attachments/a_c8fbeff8228845ac3b3ec1e8c9664cbb8dd6cafc43f1ab2c264f20a32934efec/image-20250605-064001.png?cb=9d6605c1591d7e0372d9fb695b851bde) Setup complete screen ## Sign up for a Business account If you have selected Business, you are required to enter your organisation's Australian Business Number (ABN). This information is necessary for the verification of your status as a business entity. ![image-20250528-072848.png](https://help.acsiss.com.au/__attachments/a_5756046d88bbe6f374f41d04588d3fa663cbcee267bdac2201a959fe07b2d4f3/image-20250528-072848.png?cb=1fff3b2ab3b48f2b5bd9f529eb95e944) If you are not an Office Holder within your organisation, you will be prompted to select the relevant Office Holder who can complete the verification process based on the ABN you entered. ![image-20250528-233402.png](https://help.acsiss.com.au/__attachments/a_556d472b2fa33c4eff00fee8587463d0b57a2a6c5ea186564c1005f9e97d47c3/image-20250528-233402.png?cb=6b33e39f8fbd59884c8b81c8ce4ed3c1) ![image-20250528-233521.png](https://help.acsiss.com.au/__attachments/a_68a543a0a575e383fde4ecd5e11de92c31d8016a7a0c7a8b4c178b19d4d4e7d9/image-20250528-233521.png?cb=6f11e4ae9e266f726077154eddea30be) If you are your organisation's office holder, you'll automatically move forward to the next step. ![image-20250529-062033.png](https://help.acsiss.com.au/__attachments/a_cc240a8a3d35ca265f24938e721ad4542eface674d87b49f541458bfb6616872/image-20250529-062033.png?cb=741c616d4f73857f20a5824e4ff821f7) Enter your Office Holder's email and click **Invite**. An invitation will be sent to the selected Office Holder, requesting them to sign up for a user account and complete the verification process for your organisation. ![image-20250529-062543.png](https://help.acsiss.com.au/__attachments/a_ffe968a26abc75fc546ecd7fcdf10673b16e922c854d3b5a03b8620272be449d/image-20250529-062543.png?cb=39b768880958a6284b05b5121fbf1555) ​ ![image-20250529-062233.png](https://help.acsiss.com.au/__attachments/a_cfa473137d5e6877bcc2fe553713cfdc30aa301c26b5feca3b8d2931c8c928e2/image-20250529-062233.png?cb=c365be7eb52b8587c741b735196fe5a4) Once the Office Holder of your organisation has signed up for their user account, they will need to undergo Identity Verification through GreenID. The office holder must follow the steps here - [Sign up for a Personal account](https://help.acsiss.com.au/adviser/verify-your-adviser-account.md#Sign-up-for-a-Personal-account) Upon successful completion of the verification process, your account will be verified. At this point, you will be prompted to invite your clients to connect to your ACSISS Adviser account. If you prefer to add your clients at a later time, simply click **Next** . ​ ​ You are now ready to [Connect a new customer](https://help.acsiss.com.au/adviser/connect-a-new-customer.md) --- language: "en" --- # Where Your Client Data Is Stored and Handled: Key Facts for Tax Agents and Accountants ## Where Your Client Data Is Stored and Handled *Last reviewed: 25th June 2026* If you're a registered tax agent, BAS agent, or accountant using SISS Data Services on behalf of your clients, this page gives you the key facts to support your own due diligence obligations under the Privacy Act 1988 and the TPB Code of Professional Conduct. **This covers all data handled by SISS, not only Consumer Data Right (CDR) data.** Where data has moved outside CDR protections (for example, via the Trusted Adviser consent model), we've noted that below. ### Storage location Data is stored on Microsoft Azure, with primary storage in Australia East (Sydney) and disaster recovery in Australia South East (Melbourne). ### CDR data leaving CDR protection Data disclosed via the Trusted Adviser consent model is no longer covered by CDR Privacy Safeguards once disclosed. Where the receiving party is regulated under the Privacy Act 1988, that data is protected under the Australian Privacy Principles; please contact us for further detail on how this applies to your practice. ### Who can access your (client) data Access is limited to authorised personnel. SISS do use overseas-based employees and contractors for development work. These contractors by default only have access to DevOps project environments, not to production systems or databases, and all development work uses synthetic data. ### Certifications * CDR Accredited Data Recipient: ADRBNK000158 * ISO 27001:2022 certified (Compass Assurance Services, certificate 5325-2096-02, expiry October 2026) ### Retention and deletion Under our data retention policy, CDR data is deleted once the underlying consent becomes invalid, in line with CDR Rules requirements. Data outside the CDR environment is retained for a rolling two-year period. Further information on retention is available on request. ### Questions Contact our Compliance Officer at [privacy@siss.com.au](mailto:privacy@siss.com.au) for anything this page doesn't cover. *** ** * ** *** --- language: "en" --- # CDR Ready ## Welcome to your CDR Ready knowledge base! This resource is dedicated to CDR Ready, the Open Banking data-sharing checker developed by SISS Data Services. ### Recently updated content * [CDR Ready user guide](https://help.acsiss.com.au/cdr-ready/how-to-use-cdr-ready.md)Dec 31, 2024 β€’ contributed by @User * [CDR Ready](https://help.acsiss.com.au/cdr-ready.md)Dec 31, 2024 β€’ contributed by @User --- language: "en" --- # CDR Ready user guide CDR Ready allows you to verify you are set up to share your Bank Accounts using the Consumer Data Right. In this article, we'll walk you through how to use CDR Ready. *** ** * ** *** ## Get Started Read through the Provide your Information screen and click **Continue**. ![image-20241231-002448.png](https://help.acsiss.com.au/__attachments/a_d28618666b5b5ec5795ffb5d5ffa02c4f5bcc2afb77de1ab849638d1704db4c0/image-20241231-002448.png?cb=eb020e18756ef9cffe16b866e7bf34d2) ## Verify yourself Choose Email or Phone Number to receive your verification code. Enter your email address or phone number and click **Confirm.** ![image-20241231-003224.png](https://help.acsiss.com.au/__attachments/a_3dea578fd5f36f3801c51f726cbd4a0f92f239a4ef7aabe2a015d3e0c1ba006f/image-20241231-003224.png?cb=9ff4a088fe6333536199b7101465fe7b) Go to your email or mobile phone and copy your verification code - enter this code and click **Verify.** ![image-20241230-234712.png](https://help.acsiss.com.au/__attachments/a_b8ca1fae146ab1fea77ab741223b1dbf036e26657ee4789708024aa7bfc647d9/image-20241230-234712.png?cb=c5b268507cc734c92341d46f6dfb9e4b) ## Give consent to share your data Take a moment to read through the provided information and when you're ready, click **Start** to proceed. ![image-20241230-234856.png](https://help.acsiss.com.au/__attachments/a_7ed3384421ba1a5db1701e881c99738561a6f96d79a14fad1f243cd05d41eaa6/image-20241230-234856.png?cb=1ead50b751f96b2e366bd026a7c63a4e) You will be presented with an overview of the upcoming steps. Click **Continue** to proceed. ![image-20241230-235023.png](https://help.acsiss.com.au/__attachments/a_ffec2b9f03da1efba1bc6b92d819850ea9e1a14b1c99426259046c81cbb19feb/image-20241230-235023.png?cb=9e5e71e3878b78d803b70f617cc8c59a) Next, click the toggle to share the required **account balance** **and** **details** . Scroll down to access detailed information on how your data will be utilised. Take a moment to read through the provided information. Once you are comfortable and ready to proceed, click **I Consent,** located at the bottom of the page. ![image-20241230-235442.png](https://help.acsiss.com.au/__attachments/a_cfbb41d6f8e7e71088cee54c8531c7cc81f482300e573ebabaa644df5b94ab2d/image-20241230-235442.png?cb=ed61a8f8b8e6f949c736c67c81ea1c9e) Next, use the search bar to find your desired bank. Then click **Select**. This will redirect you to your bank's portal, where you need to verify yourself to the bank before viewing and selecting the specific accounts you wish to connect to ACSISS My Data. ![image-20241231-000021.png](https://help.acsiss.com.au/__attachments/a_90262d8de7d7a285ee527b45a6864faa0fe86af0f10bcb8818a443ce4f43b6df/image-20241231-000021.png?cb=6f8a14073d41e10bd2ead999ab1b0313) ## Check with your bank if your account is available to share This will redirect you to your bank's portal, where you need to verify yourself to the bank before viewing and selecting the specific accounts you wish to connect to ACSISS My Data. Here is what the NAB verfication screens look like: ![image-20241231-000339.png](https://help.acsiss.com.au/__attachments/a_6288efd7efc28de3154d5865ed1cc0b13df5f1d3b867543522c234d959e27eb9/image-20241231-000339.png?cb=b8863df2edc43af34efa6d944d4215d0) ![image-20241231-000845.png](https://help.acsiss.com.au/__attachments/a_cd6093c19d1e1817f45a501c46ea733abcf54c647e5a4d879412f41c253dd696/image-20241231-000845.png?cb=cab3c9ba9fa8307be5814a9869f345c7) ![image-20241231-001444.png](https://help.acsiss.com.au/__attachments/a_b974e2589a5893af82ad54f7b51605b98c2f2969577090e1ad930fd709fec505/image-20241231-001444.png?cb=14e0d140778923e731e19ecb6d84ecb6) ![image-20241231-003847.png](https://help.acsiss.com.au/__attachments/a_419bdf24328a02ea79611a4875eadc14ea5986d3a90cf7fea012e162f085a1db/image-20241231-003847.png?cb=bdbef43e265e952f3b87276c6612c002) Each bank's screen will look slightly differernt, but they will all do the following: \> request a form of ID \> push you a one-time-password (OTP) \> ask you to confirm the share After completing the process, you will be redirected back to CDR Ready. Read through the checklist to determine if you are CDR Ready. Then answer the question, **"Are all of the accounts you want to connect in the list above?"** by selecting one of the available options. ![image-20241231-013332.png](https://help.acsiss.com.au/__attachments/a_ef267e3772ae3871a9c5ba3c7379a79e8a3952d091ab4501c3e011cfac31963e/image-20241231-013332.png?cb=8f39fdf014d98e83ee067548932b3b1a) ## I need to check accounts with a different bank If you need to check accounts with a different bank, first answer the question "Are all of the accounts you want to connect in the list above?". Without answering this, it is incomplete and you cannnot proceed to check more accounts. After you've answered the question, this section is comepleted and you need to click the **Check Accounts for another bank** button.This will take you back to the Provide your Information screen and you will go through the consent process again. ([Give consent to share your data](https://help.acsiss.com.au/cdr-ready/how-to-use-cdr-ready.md#Give-consent-to-share-your-data)). ![image-20241231-032032.png](https://help.acsiss.com.au/__attachments/a_b4a3e269c134e190e3e47cb158a1cda782f173dc1912fdc7b62cd8346884a012/image-20241231-032032.png?cb=7d7cd798cf92cd478a0b3a431a67382c) Incomplete with buttons disabled ![image-20241231-032412.png](https://help.acsiss.com.au/__attachments/a_41f961bce44e850f97574bb4bf1461be24ed6a7a5dc6cf662d1f682704578a99/image-20241231-032412.png?cb=b2268e3f937ede95540de581eef800fa) Complete with buttons enabled ## Some or all of my accounts are missing **If some, or none of your accounts are available** , click **No, not all of my accounts are here.**A link to a help article with be displayed. ![image-20241231-014205.png](https://help.acsiss.com.au/__attachments/a_582745c868525088d112d590783013e28c70f0c221fe8d459ccb50887c4f638d/image-20241231-014205.png?cb=c41f790c7e1fd28eab5775ced065b1f1) Click the link to the help article, the article will open in a new brower tab. Read it to learn how to get your account CDR ready and follow the instructions provided. ![image-20241231-020815.png](https://help.acsiss.com.au/__attachments/a_78d64988f504fcca7430e8ea5e038796748880747fd8366fcb00c62b757ef902/image-20241231-020815.png?cb=99adefb97e85839e3197222c6fa172ec) In some cases we are unable to provide detailed instructions, for these cases we provide bank contact details and ask that you please reach out to the bank for further information. If you need to follow a help guide to become CDR Ready we recommend using CDR Ready again after you have taken the necessary steps with your bank. ## All of my accounts are available If all of your accounts are available, and you don't need to check another bank then click **Yes, all of my accounts are here.** Then, click **I'm Done!**. ![image-20241231-013933.png](https://help.acsiss.com.au/__attachments/a_6c700c7b3098079a90f8294328f32e058be6f2846bd0903e1e1c142adc7d334d/image-20241231-013933.png?cb=f3356cbde56567464df06aafcfd4cd00) A pop-up will appear - If you have finished using CDR Ready, click**Exit.** You will be sent a link for you to review your consents and check more accounts. ![image-20241231-022652.png](https://help.acsiss.com.au/__attachments/a_181f632f0d1d34774bba5bb814c6552751033f6bd15fb0736d6067665ca6351f/image-20241231-022652.png?cb=56be08e4e3446f1a3ed68575ef6c6a24) You're all set with CDR Ready! If your desired accounts are available, you can now connect your bank accounts through ACSISS My Data or directly within your bank feed system. If you click "I'm not finished" the pop-up will close and you can continue to check more banks or read help articles. --- language: "en" --- # ACSISS Connect ![Connect - Highlight Colour - Transparent@0.25x.png](https://help.acsiss.com.au/__attachments/a_9184d967863b377132f2c526cccb71d9df264b002232b1b8e05a19ab3f92b8b5/Connect%20-%20Highlight%20Colour%20-%20Transparent@0.25x.png?cb=7de49202d53857aa62b712fdfe6b6e98) ## Welcome to your ACSISS Connect knowledge base! This resource is designed for users of ACSISS Connect, the bank feed extension developed by SISS Data Services for use with various ERPs. Here, you'll find system-specific user guides, troubleshooting tips, FAQs, and general information to help you make the most of ACSISS Connect and its compatible ERP systems. *** ** * ** *** ### Streamline Your Bank Data Integration with ACSISS Connect Manually importing bank transactions into your ERP or accounting system is time-consuming, error-prone, and risky. **ACSISS Connect,** by SISS Data Services, offers a **secure, automated solution** to seamlessly import bank transaction data from leading Australian banks---without the hassle. With the **account holder's consent** and under agreements with participating banks, ACSISS Connect delivers transaction data **directly from the bank's core systems** into your software. This means **detailed, accurate, and up-to-date records**---without manual downloads, logins, or sharing banking credentials. Say goodbye to file uploads and security risks. With ACSISS Connect, your financial data flows effortlessly and securely, saving you time and reducing errors. *** ** * ** *** ### πŸ“Š Compatible ERPs βœ… [D365 Business Central](https://help.acsiss.com.au/connect/business-central-user-guide---cdr-and-direct.md) βœ… [SAP Business One](https://help.acsiss.com.au/connect/sap-business-one-user-guide.md) βœ… [Jiwa 7](https://help.acsiss.com.au/connect/jiwa-7-user-guide.md) *** ** * ** *** ### πŸ•‘ Recently updated * [5. Map a connected bank account](https://help.acsiss.com.au/connect/5-map-a-connected-bank-account.md)10 minutes ago β€’ contributed by @User * [3. License the ACSISS Service (CDR)](https://help.acsiss.com.au/connect/3-license-the-acsiss-service-cdr.md)May 04, 2026 β€’ contributed by @User * [6. Schedule your Transaction Imports using the Job Queue](https://help.acsiss.com.au/connect/6-schedule-your-transaction-imports-using-the-job-.md)Apr 30, 2026 β€’ contributed by @User --- language: "en" --- # 1. Activate the ACSISS Connect Add-on This section provides instructions to start the add-on.If your add-on has been set to auto start, these steps will not be required. ## πŸ“˜ Instructions 1. From Business One, go to **Administration / Add-ons / Add-on Manager** 2. Highlight the **SISS Data Bank Feed** add-on and click **Start** ![SAP B1 screenshots.png](https://help.acsiss.com.au/__attachments/a_1df5f645307f2a9d4a0755cff082ae41c1dc02afaa333471e88cebb64fae0308/SAP%20B1%20screenshots.png?cb=09c70d27dd48cc79f5f8ad84aed0c49e) Add-on Manager screen 3. A green success bar will appear at the bottom of the SAP Business One screen, or a red bar if for some reason the add-on fails to initialise. If the latter happens, exit SAP Business One completely and then log back on and re-start the add-on ![add-on connected success message.png](https://help.acsiss.com.au/__attachments/a_057a3504b75e0c9c72c15846105012cfa456a82212c0e9b27e1bddfb73412ed4/add-on%20connected%20success%20message.png?cb=10585ee26ad5d3dbc8a2ab1d49527431) Add-on connected success message 4. If enabling the add-on for the first time, you will see the message "Client ID, Client Secret and Subscription key are all required" You are now ready to register for the bank feed service ## πŸ“‹ Related articles * [6. Bank Statement Processing Enabled](https://help.acsiss.com.au/connect/6-bank-statement-processing-enabled.md) * [SAP Business One User Guide](https://help.acsiss.com.au/connect/sap-business-one-user-guide.md) * [7. Bank Statement Processing Disabled](https://help.acsiss.com.au/connect/7-bank-statement-processing-disabled.md) * [5. Importing Bank Transactions](https://help.acsiss.com.au/connect/5-importing-bank-transactions.md) * [4. Give Consent for a Bank Feed, SAP](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-sap.md) --- language: "en" --- # 1. Install ACSISS Connect ## Instructions 1. Go to [Microsoft AppSource - ACSISS Connect](https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.sissdataservices1615335916976%7CAID.acsiss-bc-data-connector%7CPAPPID.779d3757-60db-4eab-b3ac-a22f7f02ba05?src=office) and click **Get it Now** 2. Review and accept the Microsoft terms \> Click **Continue** 3. Select the environment to which you want to application installed 4. After selecting the instance to install ACSISS Connect to, the extension installation will commence 5. A message box will display notifying you that the extension is being installed \> Click **OK** 6. Once the installation is complete \> Go to the necessary **User Card/s \>** Set the**Permission Set** to **SISS BANK FEEDS** You are now ready to register for your ACSISS Connect service ## Related articles * [1. Install ACSISS Connect](https://help.acsiss.com.au/connect/1-install-acsiss-connect.md) * [9. Import to Payment Reconciliations Journals](https://help.acsiss.com.au/connect/9-import-to-payment-reconciliations-journals.md) * [5. Schedule your Transaction Imports using the Job Queue](https://help.acsiss.com.au/connect/5-schedule-your-transaction-imports-using-the-job-.md) * [2. Register with SISS Data Services (CDR)](https://help.acsiss.com.au/connect/2-register-with-siss-data-services-cdr.md) * [3. License the ACSISS Service](https://help.acsiss.com.au/connect/3-license-the-acsiss-service.md) * [D365 Business Central User Guide - up to v 1.0.11328.0](https://help.acsiss.com.au/connect/d365-business-central-user-guide-up-to-v-1-0-11328.md) * [2. Register with SISS Data Services](https://help.acsiss.com.au/connect/2-register-with-siss-data-services.md) * [1. Install ACSISS Connect (CDR)](https://help.acsiss.com.au/connect/1-install-acsiss-connect-cdr.md) * [10. Disconnect a Bank Feed](https://help.acsiss.com.au/connect/10-disconnect-a-bank-feed.md) * [7. Manual data import to ACSISS Bank Statements](https://help.acsiss.com.au/connect/7-manual-data-import-to-acsiss-bank-statements.md) * [8. Import to Bank Account Reconciliations](https://help.acsiss.com.au/connect/8-import-to-bank-account-reconciliations.md) * [D365 Business Central User Guide - CDR and Direct feeds](https://help.acsiss.com.au/connect/business-central-user-guide---cdr-and-direct.md) * [3. License the ACSISS Service (CDR)](https://help.acsiss.com.au/connect/3-license-the-acsiss-service-cdr.md) * [4. Give Consent for a Bank Feed (Direct feed only)](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-direct-feed-only.md) * [6. Using Bank Transactions (ACSISS Bank Statements menu)](https://help.acsiss.com.au/connect/6-using-bank-transactions-acsiss-bank-statements-m.md) --- language: "en" --- # 1. Install ACSISS Connect (CDR) ## Instructions * Go to [Microsoft Marketplace - ACSISS Connect](https://marketplace.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.sissdataservices1615335916976%7CAID.acsiss-bc-data-connector%7CPAPPID.779d3757-60db-4eab-b3ac-a22f7f02ba05?src=office&tab=Overview) and click **Get it Now** * Review and accept the Microsoft terms \> Click **Continue** * Select the environment to which you want the application installed * After selecting the instance to install ACSISS Connect to, the extension installation will commence * A message box will display notifying you that the extension is being installed \> Click **OK** * Once the installation is complete \> Go to the necessary **User Card/s \>** Set the**Permission Set/s**accordingly. * **SIS_BANK_FEEDS:**User has full access to all ACSISS Connect components * **SIS_BANK_READ:**User can read transactions, import transactions to the PRJ and BAR, but cannot add bank feeds. * **SIS_BANK_SETUP:**User can access the ACSISS Bank Feeds setup screen only. You are now ready to register for your ACSISS Connect service --- language: "en" --- # 1. Install the ACSISS Connect Add-on, Jiwa This section provides instructions to install the add-on.The installation maybe installed by your Jiwa Solution Provider (JSP). ## πŸ“˜ Instructions 1. From Jiwa 7, select **System Settings / Plugins / Plugin Maintenance** 2. In the main window, select the **Utilities** tab 3. Click **XML Import** / navigate to where the add-on is located and select it and click Open 4. The extension will be installed, and an import success message will display 5. On the **Main** tab, Click **Save** You are now ready to register for the bank feed service If you are unable to save the import, in your database, check that dbo.SY_Plugin table has the ACSISS plugin enabled (isEnabled = True). ## πŸ“‹ Related articles * [1. Install the ACSISS Connect Add-on, Jiwa](https://help.acsiss.com.au/connect/1-install-the-acsiss-connect-add-on-jiwa.md) * [6. Disconnect a Bank Feed, Jiwa](https://help.acsiss.com.au/connect/6-disconnect-a-bank-feed-jiwa.md) * [5. Importing Bank Transactions, Jiwa](https://help.acsiss.com.au/connect/5-importing-bank-transactions-jiwa.md) * [4. Give Consent for a Bank Feed, Jiwa](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-jiwa.md) * [3. License the ACSISS Service, Jiwa](https://help.acsiss.com.au/connect/3-license-the-acsiss-service-jiwa.md) --- language: "en" --- # 10. Disconnect a Bank Feed This article provides instructions on how to disconnect a bank feed in Business Central. Please note that your request to disconnect will be received immediately at step 2 and will be processed between 1 - 10 business days. ## Instructions 1. Go to **Bank Accounts** / Open the **Bank Account Card** for the account you wish to cancel the feed for / click **Actions** / **ACSISS Actions** /**Disconnect Bank Account** 2. The **ACSISS Bank Account Disconnect** screen will appear / Check that the details displayed are for the account you wish to disconnect / click **Yes, Disconnect** / **OK** ![disconnect a feed.png](https://help.acsiss.com.au/__attachments/a_7a7fd1ccb50cc5d72b211e9d0e1cfa4d63c244dc5019cdd406221b0b0000c315/disconnect%20a%20feed.png?cb=7a0769a6a86d1757478b74f8ce2a4c55) 3. The **ACSISS Bank Account status** will update to **Cancelled** and once processed will change to **Inactive** Your bank feed has now been disconnected. To reactivate a feed you will need to go through the [4. Give Consent for a Bank Feed (Direct feed only)](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-direct-feed-only.md) process again. ## Related articles --- language: "en" --- # 10. Import to Bank Account Reconciliations ## Instructions 1. Go to **Bank Account Reconciliations** \>**V** \> **Get** **ACSISS Bank Statement Lines** ![image-20250827-074737.png](https://help.acsiss.com.au/__attachments/a_9043485904efd7c9f0eae937a082488cbbc4279b6183a3833fe4402f56a60f97/image-20250827-074737.png?cb=58de42a7b2782cee7daf407dd1d64da1) 2. The **Get ACSISS Bank Reconciliation Statement** screen will be display \> Enter the **Start Date** and **End Date** for the desired transaction period \> Enter the **Bank Account No.** or click the drop-down and select the Bank Account No. \> Click **OK** ![image-20250827-075200.png](https://help.acsiss.com.au/__attachments/a_19baae32b468a4073c0af6f3f94c096b1881f6511f3bbecf7b629053bc052e96/image-20250827-075200.png?cb=04b17aad461451481e2662ba005782ff) 3. A pop-up message will appear telling you the report is being generated ![image-20220329-044536.png](https://help.acsiss.com.au/__attachments/a_df66bdcdf9492de971c8f313bb6bd99738075c31fe6bf7497d975c75a7fecf55/image-20220329-044536.png?cb=e512b65647b9f21524b3ed80ea634ee3) 4. The pop-up will close, and you will be on the **Bank Account Reconciliations** page \> Find your imported statement \> Click on the **Bank Account No.** to open the Bank Reconciliation \> Continue with your usual reconciliation activitites ### Append transactions to the existing Bank Account Reconciliation 1. To append transactions to an existing Bank Account Reconciliation \> Open the Bank Rec \> Actions \> Bank \> Get ACSISS Bank Reconciliation Statement 2. The **Get ACSISS Bank Reconciliation Statement** screen will be display \> Enter the **Start Date** and **End Date** for the desired transaction period \> Enter the **Bank Account No.** or click the drop-down and select the Bank Account No. \> Click **OK** 3. Ensure the **End Date** **matches the** **Statement Date** otherwise no entries will be appended and it will create a new Bank Reconciliation for records past the statement date \> Click **OK** ![image-20250827-091712.png](https://help.acsiss.com.au/__attachments/a_81fc7f16c2fb6d9dd2dacd886a65012f1b53f90820176dd0f6dbbe8ba22b66b5/image-20250827-091712.png?cb=4ba8bc26a2e339771f4ccf2ea097c7dd) Your transactions have been imported. You can proceed with usual matching activities. --- language: "en" --- # 11. Disconnect a Bank Feed (CDR) This article provides instructions on how to disconnect a bank feed in Business Central. Disconnecting a bank feed can be done from the Bank Account card or the Map Connected Accounts screen. For Business Disclosure consents the request to disconnect the account will be immediate. For Direct Feed consents, the request will be processed by the bank between 1 - 10 business days. ## Instructions - from Bank Account Card screen 1. Go to **Bank Accounts** \> Open the **Bank Account Card** for the account you wish to cancel the feed for 2. Click **Actions** \> **ACSISS Actions** \>**Disconnect Connected Account** ![image-20240404-061414.png](https://help.acsiss.com.au/__attachments/a_87bcf04fbb82dafd8c8bb227d0fb635e663b9f289615e0cad751ef60cda8177c/image-20240404-061414.png?cb=c99e1191b6415adfcf2c0eee21f5c10e) 3. The **ACSISS Bank Account Disconnect** screen will appear \> Check the details displayed are for the account you wish to disconnect \> click **Yes Disconnect** \> **OK** ![image-20240403-013720.png](https://help.acsiss.com.au/__attachments/a_a2238d420cef57ca93f43721d43ab1689e1bc73acf253c99854b217ebd82b27c/image-20240403-013720.png?cb=4a7cdbbc60fff34149c30c9798423790) ![image-20240404-060746.png](https://help.acsiss.com.au/__attachments/a_2e53e2c2daba2b1c7f0a9ef7687576dacc744e890e0e78e0329a9b03dd2c217a/image-20240404-060746.png?cb=53b148854cfa94cdf493b88e954cc641) 4. The **ACSISS Bank Account status** will be updated to **Cancelled** Your bank feed has now been disconnected. ## Instructions - from Map Connected Bank Accounts screen 1. Go to **Map Connected** **Bank Accounts** \> select the desired account \> **Actions** \> **Disconnect Connected Account** ![image-20240404-045456.png](https://help.acsiss.com.au/__attachments/a_c8ca5d058f6d875e0423a6135247d4f46b9321530e76e3f8560fb8139851cfc0/image-20240404-045456.png?cb=ad68e048f6208d902cb9af1e036d2f73) 2. A confirmation message on the disconnection will appear \> click **Yes** ![image-20240404-054415.png](https://help.acsiss.com.au/__attachments/a_27671f45f44e96267075ddc8f42b2b950a2a573f66b116243b5499ae80c7f6ca/image-20240404-054415.png?cb=bd6cad274f68945aaeae2f1e650e0797) 3. The account will be removed from the Map Connected Bank Accounts list and the ACSISS Bank Account status will be updated to Cancelled (on the Bank Accounts and the Bank Account Card). Your bank feed has now been disconnected. For Business Disclosure consents, the request to disconnect the account will be immediate. For Direct Feed consents, the request will be processed by the bank between 1 to 10 business days. --- language: "en" --- # 11. Support and Troubleshooting, Business Central This article provides Q\&A for ACSISS Connect for Business Central. ## I want to log an issue Log a ticket via email on [help@acsiss.com.au](mailto:help@acsiss.com.au) *** ** * ** *** ### My **ACSISS Bank Account Status** is Problem Go into the bank account card and scroll to the ACSISS Account Information section. Underneath the **Account Status** section will be a **Status Reason** ![Account in problem status.png](https://help.acsiss.com.au/__attachments/a_22a1e7a080073cef36ede77ec3e44dcb20d7f85ae61c09498d46e8895bb912b3/Account%20in%20problem%20status.png?cb=ab35613b10d622de7d4e8569028d0c35) ACSISS Account Information section on Bank Account screen If the status reason does not provide enough information, please log a ticket to [help@acsiss.com.au](mailto:help@acsiss.com.au) *** ** * ** *** ### When I'm setting up my bank feeds, I do not get an **Authentication** **OK** message Check for spaces on either end of what you copied and pasted for the credentials, or make sure you copied and pasted the entire string for each item. If you are sure about both, please contact [support@acsiss.com.au](mailto:support@acsiss.com.au) to verify the details. *** ** * ** *** ### I loaded my application into the BC Sandbox environment and want to migrate to Production The same credentials for the ACSISS Setup must be used. The following bank account details in the Bank Card must be identical, in every instance, 1. The 'No.' field for the bank account 2. The BSB 3. The Account Number 4. The ACSISS Institution The first time you register a Bank Account a form is generated which must be signed and sent to SISS for processing. If you wish to setup that account again in a second BC Environment, then the Register Bank Account function must still be performed, however rather than signing and returning to SISS a support ticket should be raised to SISS along with the new form. The transactions ACSISS previously collected are still available to be collected in the Production environment, however if this is required you will need to trigger this download manually. Also consider the 'date range' you require as you do have the choice to download all available transactions, a specific date range or no transactions at all. To download transactions, search for the page called "**ACSISS Bank Statements** " and open it. From the Actions menu select **Get ACSISS Bank Statement Lines** and complete the following screen. 1. Type the **start** and **end date** of the transactions you require (remember ACSISS will only have transactions from the date the Bank Approved the feed) 2. Select the required **Bank Account** 3. Click **OK** to import, at this point the app will start the download of transactions from the ACSISS server. Note this is web call which may take several seconds should you have thousands of transactions. 4. Repeat the above for each bank account you have ![manual import.png](https://help.acsiss.com.au/__attachments/a_47278022711eb2727492c63ff9a8bb91ab18c2d7f03b6e3e91133e7094ee7fd2/manual%20import.png?cb=14832abc9d797bddee8dc42aaca54e84) manual transaction import Transactions will only be available for download after the form has been processed and activated, this means the first time a bank account is setup SISS will seek approval from the Bank, and they will send transactions from the date of Banks' approval. For subsequent setups of the Bank Account, transactions will only be available for the business day AFTER SISS has processed the subsequent form. This means any transactions previously collected in the other instances are not available in the subsequent instance. *** ** * ** *** ### I have received the following error --- language: "en" --- # 12. Migrate a Direct Feed to a CDR Feed This articles describes the steps to take to migrate to a CDR bank feed from a Direct bank feed. ## Instructions 1. Connect a CDR bank account by following these instructions 2. Disconnect your Direct Bank Feed \> Bank Account Card \> Actions \> ACSISS Actions \> Disconnect Connected Account ![image-20240514-080448.png](https://help.acsiss.com.au/__attachments/a_0b277046cde0382f0147077b474e0bb9e12ae58731496b5e747cfa15446aa14b/image-20240514-080448.png?cb=98035ab25a14bac16704379ea12f2db5) 3. Map the new connected bank account by following these instructions [5. Map a connected bank account](https://help.acsiss.com.au/connect/5-map-a-connected-bank-account.md) 4. You can wait until the next day when the job runs to collect the new data OR you can do a [8. Manual data import to ACSISS Bank Transactions](https://help.acsiss.com.au/connect/8-manual-data-import-to-acsiss-bank-statements.md) You are now ready to import to the PRJ or BAR, so long as the ACSISS Bank Account Status is Active --- language: "en" --- # 13. Support and Troubleshooting, Business Central This article provides Q\&A for ACSISS Connect for Business Central. ## I want to log an issue Log a ticket via email on [help@acsiss.com.au](mailto:help@acsiss.com.au) *** ** * ** *** ### I'm unable to connect a bank account via CDR When I try to connect to a bank account using CDR, I see the below error message: ![image-20240422-065712.png](https://help.acsiss.com.au/__attachments/a_623281db8887d37dcf72f05f96b2bbbb135e68aa8351328e2c11a2c10873b67b/image-20240422-065712.png?cb=c6657b02e3c8fdf25db5b8fedb659d58) Error message displayed when trying to add CDR accounts without CDR scope **Solution:** Go into the ACSISS Bank Feeds Setup screen \> Actions \> Enable CDR Feeds ![image-20240424-091000.png](https://help.acsiss.com.au/__attachments/a_80e164a3266c984226a21766eb30a6b3c376e16f329d429bffcc2866854d635a/image-20240424-091000.png?cb=0dad080cbe51c6080728ce4d32affa1b) If this does not resolve the issue, please log a ticket to [help@acsiss.com.au](mailto:help@acsiss.com.au) *** ** * ** *** ### My **ACSISS Bank Account Status** is Problem Go into the bank account card and scroll to the ACSISS Account Information section. Underneath the **Account Status** section will be a **Status Reason** ![Account in problem status.png](https://help.acsiss.com.au/__attachments/a_3402bf2ea314611524d6319b87d9709e5c2204bc4caa7da4d22ab8de9574e8b8/Account%20in%20problem%20status.png?cb=ab35613b10d622de7d4e8569028d0c35) ACSISS Account Information section on Bank Account screen If the status reason does not provide enough information, please log a ticket to [help@acsiss.com.au](mailto:help@acsiss.com.au) *** ** * ** *** ### When I'm setting up my bank feeds, I do not get an **Authentication** **OK** message Check for spaces on either end of what you copied and pasted for the credentials, or make sure you copied and pasted the entire string for each item. If you are sure about both, please contact [help@acsiss.com.au](mailto:support@acsiss.com.au) to verify the details. *** ** * ** *** ### I loaded my application into the BC Sandbox environment and want to migrate to Production The same credentials for the ACSISS Setup must be used. The following bank account details in the Bank Card must be identical, in every instance, 1. The 'No.' field for the bank account 2. The BSB 3. The Account Number 4. The ACSISS Institution The first time you register a Bank Account a form is generated which must be signed and sent to SISS for processing. If you wish to setup that account again in a second BC Environment, then the Register Bank Account function must still be performed, however rather than signing and returning to SISS a support ticket should be raised to SISS along with the new form. The transactions ACSISS previously collected are still available to be collected in the Production environment, however if this is required you will need to trigger this download manually. Also consider the 'date range' you require as you do have the choice to download all available transactions, a specific date range or no transactions at all. To download transactions, search for the page called "**ACSISS Bank Statements** " and open it. From the Actions menu select **Get ACSISS Bank Statement Lines** and complete the following screen. 1. Type the **start** and **end date** of the transactions you require (remember ACSISS will only have transactions from the date the Bank Approved the feed) 2. Select the required **Bank Account** 3. Click **OK** to import, at this point the app will start the download of transactions from the ACSISS server. Note this is web call which may take several seconds should you have thousands of transactions. 4. Repeat the above for each bank account you have ![manual import.png](https://help.acsiss.com.au/__attachments/a_676d4e8bdc9342f0e98949bceed4307c63ce71e84e856f4626e2efd0a70838fe/manual%20import.png?cb=14832abc9d797bddee8dc42aaca54e84) manual transaction import Transactions will only be available for download after the form has been processed and activated, this means the first time a bank account is setup SISS will seek approval from the Bank, and they will send transactions from the date of Banks' approval. For subsequent setups of the Bank Account, transactions will only be available for the business day AFTER SISS has processed the subsequent form. This means any transactions previously collected in the other instances are not available in the subsequent instance. *** ** * ** *** --- language: "en" --- # 14. Update to new version of ACSISS Connect This section provides instructions on upgrading to a new version of the ACSISS Connect app, also called an extension in Business Central. Microsoft provides three methods to perform an upgrade 1. Via **Extension Management** within Business Central. This does not require access via the Admin Centre, but users may require specific permissions to install an extension. 2. Via **Dynamics 365 Business Central admin center**. This method is the quickest and simplest method but requires a user with administrator permissions to access the Business Central environments. 3. Via **Update Cadence** for an environment. This method is the most automated method; however, ACSISS Connect will only be updated with minor and/or major releases of Business Central ## Extension Management method, the steps are as follows a) Open Business Central and then find and open the '**Extension Management**' page b) Find and select the ***ACSISS Connect*** extension or tile c) Go to the Manage **Menu** , and click on the ***Uninstall***option ![image-20240521-102553.png](https://help.acsiss.com.au/__attachments/a_409aaf80a7e4e62b3c267942fbf78e298d9cd5b304e2259f39e8d16b865f5025/image-20240521-102553.png?cb=6c7ca4eb6078c403fbdf7330647cc380) d) The extension uninstallation screen will be displayed, and you can click the ***Uninstall***button. Please note: ++DO NOT++ delete the extension data. This option is not enabled by default, so please leave it disabled. ![image-20240521-102844.png](https://help.acsiss.com.au/__attachments/a_0a510124d4217889c053be98a5ae9d76cba8b87e50633403f7b5424f62a4c0e0/image-20240521-102844.png?cb=1fb5f1b6716ea2ecd3c4e59cbfa7d857) e) After installing the extension, return to the **Manage** menu and select the ***Extension Marketplace*** option. From the list of apps in the marketplace, search for ++ACSISS++ and then click on the ***Get Now*** button. ![image-20240521-103642.png](https://help.acsiss.com.au/__attachments/a_96b99fd835ec45278be060e83995b9a88e3dc585c4435e55fa7a0f6e1d4de1de/image-20240521-103642.png?cb=36265dc614887a69139c432b58c630f1) f) Follow the process presented. This may require you to authenticate yourself as a user (Microsoft will be checking your permissions and which tenant is linked to your account). If you can access multiple environments, please select the same environment from which you just uninstalled the extension. After choosing the environment, it will take a few minutes to install. *** ** * ** *** ## Admin Centre method a) If logged into **Business Central** , click on the gears icon and select ***Admin Center*** ![image-20240521-104256.png](https://help.acsiss.com.au/__attachments/a_4fe502523795b08df5c793861b49dd0c53493f3ac117f0d489e77b49115769b5/image-20240521-104256.png?cb=b72f98417f6429b1a287c4ec9171d44a) b) From the list of environments, click on the **hyperlink** of the environment you wish to upgrade. Once the environment opens, click on the **Apps**menu item ![image-20240521-104938.png](https://help.acsiss.com.au/__attachments/a_f51ba2e17ff51c5a46fc10e969b80903c430888231b8d5208b94845ca943ab26/image-20240521-104938.png?cb=9b71be8129d41e04e001a2e886c80bff) c) The manage apps page may take a few minutes to load as it checks for the latest versions of the installed apps. Once loaded, if an update is available, click on the ***Install update*** hyperlink for the ACSISS Connect line ![image-20240521-104401.png](https://help.acsiss.com.au/__attachments/a_ea6cec821ee171b0fe4de34ebac97fc6aec7ffe62cfa0857b0933c26bdc115c0/image-20240521-104401.png?cb=d6d76618c6066f4d86960b93edd4f5fe) d) This will start the upgrade process, which may take a few minutes to complete. You can refresh this screen to ensure the app has been updated. ## Environment Update Cadence This method is ideal for those who wish to have the ACSISS Connect app updated automatically; however, it does require someone with Administrator permissions to set this up. a) Open the **Dynamics 365 Business Central admin center page** and click on the ***hyperlink*** of the environment to manage. ![image-20240523-233554.png](https://help.acsiss.com.au/__attachments/a_621f351f7eb90e4666f7bbc45048b7dc7cc6263134ea3856f59c37d6caa429cf/image-20240523-233554.png?cb=0066ba04378b778287663eede293083c) b) Find the **Version Management** section and click on the Modify *hyperlink* under the **Apps Update Cadence** heading to view the settings ![image-20240523-233811.png](https://help.acsiss.com.au/__attachments/a_bdf465281ff034702fe274a254278b38a1d922eb3c45ca849b791b65e1827be8/image-20240523-233811.png?cb=c51452a943988871b4560a88709e6828) c) Set the required cadence you desire for this environment and click save. Please read Microsoft [documentation](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-manage-apps#update-installed-apps-with-environment-updates)to understand the impact of these settings. Also note that this setting affects all apps published via AppSource, including ACSISS Connect, but is not limited to our app. --- language: "en" --- # 15. Migrating from Sandbox to Production This article describes migrating Active bank feeds from a sandbox to a production environment. These instructions assume the following: * The app is installed and activated in your production environment. * The same license keys used in the sandbox are used in production. * The job queue has been set up and is set to ready. * Corresponding bank accounts are set up in production. ## Instructions to Migrate a Bank Feed 1. In your **Production environment** , go to **Bank Accounts** 2. Go to **Actions** \> **Map Bank Feed** ![image-20250514-064553.png](https://help.acsiss.com.au/__attachments/a_20599615e2eef9c5c573480fddb6f840ac1b959cdbc463d645948bfe95c7ac85/image-20250514-064553.png?cb=aeff0da109ec745efb5734959f56aaa2) 3. The **Map Connected Bank Accounts screen** will appear \> **select the Bank account** you want to map \> go to **Actions** \> **Map Bank Feed** (note, you can only map an account that has not already been mapped) ![image-20250514-074058.png](https://help.acsiss.com.au/__attachments/a_acca3a399ac5f48750b9543ce944898b3215d552f24b1cfb5694da763da8f7b5/image-20250514-074058.png?cb=763e21caf0f93c3ef783360a15c7ec3c) 4. The **Bank Accounts** **screen** will appear, displaying unmapped accounts only \> **select the account you want** to map \> click **OK** ### Instructions for importing transactions on a migrated account * **To import all transactions that were collected in the Sandbox** * Go to the **ACSISS Bank Statements screen** \> click **Get ACSISS Bank Transactions by ID** \> **select the account** from the drop-down \> click **OK** ![image-20250515-001732.png](/__attachments/a_4d2cb7e4b3ad320d932d2fdb34700f3d7e5e6c2fbb68be831a85948c7c5c5c19/image-20250515-001732.png?cb=d622480074fff629882ab9b0e9dab433) * All transactions previously collected in your sandbox environment will be imported * Repeat the above steps for accounts that you want to migrate * **To** **import specific transactions** * Go to the **ACSISS Bank Statements** screen \> click **Get ACSISS Bank Transactions by Date** * Enter the desired date range (**Start Date and End Date** ) \> select the **account No.** from the drop-down \> click **OK** ![image-20250520-010838.png](/__attachments/a_fa248afc25ec1ecd1dceba76b8f1073c89692973ce51c4350f118c2d8608cb96/image-20250520-010838.png?cb=24a445212a4a7813e296873b162f99da) * The transactions in the date range you entered will be imported * Repeat the above steps for accounts that you want to migrate To import transactions from a future date, use the [6. Schedule your Transaction Imports using the Job Queue](https://help.acsiss.com.au/connect/6-schedule-your-transaction-imports-using-the-job-.md) --- language: "en" --- # 16. ACSISS Activity Cue Cards This article explains the purpose of the ACSISS Activity Cue Cards and what the values represent. ![image-20250911-064219.png](https://help.acsiss.com.au/__attachments/a_43923ef9de5b51daf0a5d249b4eab1fa74492c7d365af64c36778703ee952b6e/image-20250911-064219.png?cb=8d669e346fe1f25a268989058aead94d) ## Bank Transactions This cue lets you know when new transactions have been imported and are ready to review. **Unallocated Transactions:** The number on this tile indicates the number of transactions that have been imported to the ACSISS Bank Transactions screen but ++have not been used in a Bank Account Reconciliation++. This count is not reflective of transactions used in the Payment Reconciliation Journal. ## Data Collection Permission This cue alerts you when a user's permissions are close to expiring, so you can take action before the flow of transaction data is interrupted. **Accounts Expiring (30 Days):**The number on this tile indicates the number of bank feed collection permissions that expire within the next 30 days. **Accounts Expiring (7 Days):**The number on this tile indicates the number of bank feed collection permissions that expire within the next 7 days. ## API Connectivity This cue shows how many days have passed since the system last synced transactions through the API, helping you monitor connectivity. **Days Since Last Sync:**The number on this tile indicates how many days have passed since the system successfully synchronised transactions. The tile will be yellow when it hasn't synced for more than 2 days, and will be red when it has been over 3 days. --- language: "en" --- # 2. Register with SISS Data Services To use ACSISS Connect, users must register on the SISS Data Services registration portal; users need to select a plan, select a payment method and generate their unique license keys. Users cannot use the service without completing registration. ## Instructions 1. From BC, navigate to **ACSISS Bank Feeds Setup** / Click **Actions / New User Registration** 2. This will take you to the ACSISS Registration Portal / Click**Register as a New User** 3. ![image-20220328-214439.png](https://help.acsiss.com.au/__attachments/a_a43c899d17d036a8e9a8ca3cd68c6cc30849f0d837e1a4f5f4b9f3e4f6ccd51a/image-20220328-214439.png?cb=f4499804abeb9431a78cc8ed66a07190) Enter the required user details / click **Register /**a confirmation message will appear, and you will be asked to check your email to confirm your account 4. Check the email that you registered with / Click the **Verify Email** button 5. ![image-20220328-214955.png](https://help.acsiss.com.au/__attachments/a_bd0cbd9677634813e8deb37eff006a22e8d2cbe64b7ca0045f6b503dac12141e/image-20220328-214955.png?cb=bc3f4aa5312f092da4f30b99c056eabe) You will be taken to the ACSISS Registration Portal and will see the **Account Activation Completed** message / Click **Login** 6. Complete the **Create Company form /** Review the Terms and Conditions**/** Accept the**Terms and Conditions /** Click **Save** 7. ![image-20220328-222420.png](https://help.acsiss.com.au/__attachments/a_19ff46d116ff091b8cdc309066c8b2d1997e2c0c60bbabfc8fab169b6c5ae4f0/image-20220328-222420.png?cb=ee147dddeaf137a0f83deb95c41baaa2) You will be taken to the **Select a Plan** page / Click **Get Started** on your desired plan 8. ![image-20220328-223440.png](https://help.acsiss.com.au/__attachments/a_a220782c5e9b2f4bf78ee73b7838a0565e136c2d9ad64f7daf58b6113cc70877/image-20220328-223440.png?cb=546e3bf6dd1b2ca3c56c38f6369fe2a0) Select your payment method (you have the option within the portal to change the method at anytime) 9. Review the details in the Checkout / Enter any applicable discount codes / click **Apply Code** / Click **Checkout** 10. ![image-20220328-223756.png](https://help.acsiss.com.au/__attachments/a_1477422b0d9e3bac73ea65ef6e3a2d3dedb62eb99fb55f5a5ffd37199342581a/image-20220328-223756.png?cb=3036d747b68d1bc7a6b3f396b9c7975f) Enter your Direct Debit details / Click **Confirm Payment** ++OR++ Enter your Credit Card details / Click **Subscribe** 11. ![image-20220328-224040.png](/__attachments/a_728f23ba37ba5c92fd1e824a367face2e378e9cc6113945986320698d05a28e6/image-20220328-224040.png?cb=b86b62c0b15bd77d93dc93626370fc14) ![image-20220328-224050.png](/__attachments/a_8f83a9eee08893a6e354f3eb53a743dd7892aa713d16147371d024de15f4db37/image-20220328-224050.png?cb=56b0594747d1b46eb0fa94d4e29cd14e) A success message will display / click **Ok** ![image-20220328-224600.png](https://help.acsiss.com.au/__attachments/a_e176cb2154409ffab470fb04ea7cd4dc19746e85d29113def68b6a7aadd179a9/image-20220328-224600.png?cb=3fb70e600259680bda4bc859f97facc3) You are now subscribed to ACSISS Connect; You are now ready to license the service. You can manage your subscription at any time by logging into the ACSISS registration portal. You will only see the Not-for-Profit plan if you are registered Not-for-Profit organisation, this is validated from the ABN entered in the form. ## Related articles * [1. Install ACSISS Connect](https://help.acsiss.com.au/connect/1-install-acsiss-connect.md) * [9. Import to Payment Reconciliations Journals](https://help.acsiss.com.au/connect/9-import-to-payment-reconciliations-journals.md) * [5. Schedule your Transaction Imports using the Job Queue](https://help.acsiss.com.au/connect/5-schedule-your-transaction-imports-using-the-job-.md) * [2. Register with SISS Data Services (CDR)](https://help.acsiss.com.au/connect/2-register-with-siss-data-services-cdr.md) * [3. License the ACSISS Service](https://help.acsiss.com.au/connect/3-license-the-acsiss-service.md) * [D365 Business Central User Guide - up to v 1.0.11328.0](https://help.acsiss.com.au/connect/d365-business-central-user-guide-up-to-v-1-0-11328.md) * [2. Register with SISS Data Services](https://help.acsiss.com.au/connect/2-register-with-siss-data-services.md) * [1. Install ACSISS Connect (CDR)](https://help.acsiss.com.au/connect/1-install-acsiss-connect-cdr.md) * [10. Disconnect a Bank Feed](https://help.acsiss.com.au/connect/10-disconnect-a-bank-feed.md) * [7. Manual data import to ACSISS Bank Statements](https://help.acsiss.com.au/connect/7-manual-data-import-to-acsiss-bank-statements.md) * [8. Import to Bank Account Reconciliations](https://help.acsiss.com.au/connect/8-import-to-bank-account-reconciliations.md) * [D365 Business Central User Guide - CDR and Direct feeds](https://help.acsiss.com.au/connect/business-central-user-guide---cdr-and-direct.md) * [3. License the ACSISS Service (CDR)](https://help.acsiss.com.au/connect/3-license-the-acsiss-service-cdr.md) * [4. Give Consent for a Bank Feed (Direct feed only)](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-direct-feed-only.md) * [6. Using Bank Transactions (ACSISS Bank Statements menu)](https://help.acsiss.com.au/connect/6-using-bank-transactions-acsiss-bank-statements-m.md) --- language: "en" --- # 2. Register with SISS Data Services (CDR) To use ACSISS Connect, users must register on the ACSISS registration portal. Users must select a plan, a payment method, and generate their unique license keys before using the service. Users cannot use the service without completing registration. ## Instructions 1. From Business Central, go to **ACSISS Bank Feeds Setup** \> Click**New Registration** 2. This will take you to the ACSISS Registration Portal \> Click**Register as a New User** ![image-20220328-214439.png](https://help.acsiss.com.au/__attachments/a_754b05697bf41ca5f45aac9196f897814fd84fc60ac01ff327cc24aff29f9281/image-20220328-214439.png?cb=f4499804abeb9431a78cc8ed66a07190) 3. Enter the required user details \> click **Register** \>a confirmation message will appear, and you will be asked to check your email to confirm your account 4. Check the email that you registered with \> Click the **Verify Email** button 5. You will be taken to the ACSISS Registration Portal and will see the **Account Activation Completed** message \> Click **Login** ![image-20220328-214955.png](https://help.acsiss.com.au/__attachments/a_b597a7a316e131af4ecfa3c82bfa6dea2dd244c83fcf790d0b6110e2d26bca4b/image-20220328-214955.png?cb=bc3f4aa5312f092da4f30b99c056eabe) 6. Create your company by clicking **Create Company** after completing all sections on the **Create Company**page 1. Company Information 2. Address 3. Contact Information 4. Partner \& Terms ![image-20260727-074237.png](/__attachments/a_d894000b22f8eb38bc67ab374db10fd124ce9c4a396e4215c2b88b521af56dd9/image-20260727-074237.png?cb=43000cadd610c3ab6879bb43b49a74f0) 7. You will be taken to the **Select a Plan** page \> Click **Get Started** on your desired plan ![image-20260727-075126.png](https://help.acsiss.com.au/__attachments/a_4392aecf9255019b86c1c4b907ab255c39cffebe8523854b304560fc728314f4/image-20260727-075126.png?cb=e96337730fedcd513a0197dc87cd9e84) 8. Select your payment method: Credit Card or Direct Debit (you have the option within the portal to change your method at any time) ![image-20260727-075241.png](https://help.acsiss.com.au/__attachments/a_c50f0c88fef6c1f826fec4132a2b8889264c2c525b629e2414fa6a724ccddf4a/image-20260727-075241.png?cb=afa6138bd82ca81391979208d0f97e64) 9. 1. When using **Direct Debit** \> Review your subscription details \> Enter a promotion code if you have one \> Enter **Billing details** \> Click **Confirm Payment** ![image-20260729-050324.png](/__attachments/a_aa294a6d478d65dc47fefb04e0a6294551a6065cb8ce29c86a529bd809c16bc2/image-20260729-050324.png?cb=f17d088cdceee7359afade7f9479885d) 2. When using **Credit Card** \> Review your subscription details \> Enter a promotion code if you have one by clicking **Add promotion code** \> Complete the **Payment method** section \> Click **Subscribe** ![image-20260727-225123.png](/__attachments/a_de0952e9bcf8e724910476c255122d12e2e4601cc5f7d1a573572b6a6c9858ac/image-20260727-225123.png?cb=30a9d2e5c8b9a2f2b01c1c48666e1100) 10. A success message will display \> and you will be returned to the Company Card with an **Active subscription in the Current Plan section.** If you chose Direct Debit as your payment method, a link to your Direct Debit mandate will be on the Current Plan section. ![image-20260729-045643.png](/__attachments/a_073b4832cc7874cf323d24ccfc9cd494ba9c7fb9e456d76c89714062850d6639/image-20260729-045643.png?cb=dbb7923bc502cb593c667114ebca3ba7) You are now subscribed to ACSISS Connect and are ready to license the service. You can manage your subscription at any time by logging into the ACSISS registration portal. You will only see the Not-for-Profit plans if you are a registered Not-for-Profit organisation, the ABN validates this when entered in the form. --- language: "en" --- # 2. Register with SISS Data Services, Jiwa This article describes how to register for the ACSISS Connect service using the ACSISS registration portal. Users cannot use the service without completing registration. ## πŸ“˜ Instructions 1. From Jiwa7, navigate to **System Settings / ACSISS Connect / ACSISS Bank Feeds** and the Setup tab will be displayed 2. Click on the **Registration Page** button ![Setup screen.png](https://help.acsiss.com.au/__attachments/a_1f2fc5d69b88fca9bdeca58e1527b11cf0afe2d09692c273e72562550001f67f/Setup%20screen.png?cb=85948af4c066e8088eab4f26561bf919) Setup screen 3. This will take you to the [ACSISS Registration Portal](https://register.acsiss.com.au/), Click **Register as a New User** ![rego portal screen.png](https://help.acsiss.com.au/__attachments/a_b7ccd7ca0481cf76c88f876db797f77af615eaca72276664dc101c63033fe3ea/rego%20portal%20screen.png?cb=d5506899c5527b78164769f8e4570757) Registration Portal home screen 4. Enter the required **User Details** thenclick **Register** *(The person registering can have a technical, billing/accounts or business role. The specific role of the registered user is selected later in the process. This registration portal is used for multiple purposes and the primary purpose is to select the data plan and setup the payment details.)* ![create new account screen.png](https://help.acsiss.com.au/__attachments/a_bc444f6ef9864d4aba4fc63ae975b0e5286919c4defab3efd37e3759c6ab58e5/create%20new%20account%20screen.png?cb=c316dfe092af9dc44aa78d476ac4fa25) Create new account screen 5. A confirmation message will appear, and you will be asked to check your email to confirm your account ![registration confirmation.png](https://help.acsiss.com.au/__attachments/a_3e5dcbafa49f003c29c9fee68a2d5f7f4dd0d86d7b0a651818795f7279699d57/registration%20confirmation.png?cb=e770351d67519f84522e74eef158efcd) Registration confirmation message 6. Check the email that you registered with then Click the **Verify Email** button ![verify email.png](https://help.acsiss.com.au/__attachments/a_18c4afd45e98a60966fc1dafe77b244d996b9be4db3fe7814d3b187c9b8fb6f7/verify%20email.png?cb=540dcede0ec1e524138c44f7a21f721c) Verification email 7. You will be taken to the ACSISS Registration Portal and will see the Account Activation Completed message, Click **Login** ![account activation complete.png](https://help.acsiss.com.au/__attachments/a_be6325f949bd57989c5dbb9d9c26e19583a0a6bb189799b1cfcf9ca58946f839/account%20activation%20complete.png?cb=a9fcb961f9b5427b66747910ba3edeab) Account activation complete message 8. Complete the **Create Company form** ,Review the Terms and Conditions**,** Accept the**Terms and Conditions** andClick **Save** ![create company screen.png](https://help.acsiss.com.au/__attachments/a_75f028572c9db5f307c5408c8ebd495d6c6f8c9de31c83e8236aa0735f51af82/create%20company%20screen.png?cb=0bd62333f65409233853add039dcb42a) Create Company screen 9. You will be taken to the **Select a Plan** page, Click **Get Started** on your desired plan ![plans.png](https://help.acsiss.com.au/__attachments/a_d8697a17acf757b5158890281064eaa11f561af71acb33047683705342933579/plans.png?cb=c6cf0c5da04e1d98d1e455bd29bd21d2) 10. Select your payment method *Note: You have the option within the portal to change the payment method* ![Pick a payment method.png](/__attachments/a_37a5f988d6dd6f8f76f4020a165acc8635eb8324e02a961a76fffbc20fa6258c/Pick%20a%20payment%20method.png?cb=c2aa58bc23c658418f553cf82b9967a5) Select a payment method screen 11. Review the details in the Checkout, Enter any applicable discount codes, click **Apply Code** then Click **Checkout** 12. Enter your Direct Debit details, Click **Confirm Payment** OR Enter your Credit Card details and Click **Subscribe** 13. A Success message will display,Click**Ok** ![subscription success message.png](/__attachments/a_7f5f3fec31ff20a9af590795044f3c938a6b0056b29131a60fde6adcf5198a65/subscription%20success%20message.png?cb=34215990343bdd41d8b6828ea39d8f19) Subscription success message You are now subscribed to ACSISS Connect; you can manage your subscription at any time by logging into the ACSISS registration portal. ## πŸ“‹ Related articles * [1. Install the ACSISS Connect Add-on, Jiwa](https://help.acsiss.com.au/connect/1-install-the-acsiss-connect-add-on-jiwa.md) * [6. Disconnect a Bank Feed, Jiwa](https://help.acsiss.com.au/connect/6-disconnect-a-bank-feed-jiwa.md) * [5. Importing Bank Transactions, Jiwa](https://help.acsiss.com.au/connect/5-importing-bank-transactions-jiwa.md) * [4. Give Consent for a Bank Feed, Jiwa](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-jiwa.md) * [3. License the ACSISS Service, Jiwa](https://help.acsiss.com.au/connect/3-license-the-acsiss-service-jiwa.md) --- language: "en" --- # 2. Register with SISS Data Services, SAP This article describes how to register for the ACSISS Connect service using the ACSISS registration portal. Users cannot use the service without completing registration. ## πŸ“˜ Instructions 1. From Business One, navigate to **Administration / Setup / Banking / ACSISS Data Bank Feeds / ACSISS Data Settings** and the Setup tab will be displayed ![Feed settings screen.png](https://help.acsiss.com.au/__attachments/a_a7f1d09493b37c338d16ef2f59c387c5807eeb9fabac48265a4838635a0edf9c/Feed%20settings%20screen.png?cb=f48acb4567af8d31966da2288e1d4e79) Feed Settings screen 2. Click on the **Registration Page** button 3. This will take you to the [ACSISS Registration Portal](https://register.acsiss.com.au/), Click **Register as a New User** ![rego portal screen.png](https://help.acsiss.com.au/__attachments/a_aafd5f8925422d857f9d9a85f581adf492c744f20293e578d0cfc98aa0d98f0f/rego%20portal%20screen.png?cb=d5506899c5527b78164769f8e4570757) Registration Portal home screen 4. Enter the required **User Details** thenclick **Register** *(The person registering can have a technical (IT), billing/accounts or business role. The specific role of the registered user is selected later in the process. This registration portal is used for multiple purposes and the primary purpose is to select the data plan and setup the payment details.)* ![create new account screen.png](https://help.acsiss.com.au/__attachments/a_8c45c16e80c40fd975e42223138b6d09233a42acb167939d2067fa7401517d98/create%20new%20account%20screen.png?cb=c316dfe092af9dc44aa78d476ac4fa25) Create new account screen 5. A confirmation message will appear, and you will be asked to check your email to confirm your account ![registration confirmation.png](https://help.acsiss.com.au/__attachments/a_96a38f7287ed7b6e1fb38632a91e94a9db51e8ef41d08b742ab71a33a7d3ecb1/registration%20confirmation.png?cb=e770351d67519f84522e74eef158efcd) Registration confirmation message 6. Check the email that you registered with then Click the **Verify Email** button ![verify email.png](https://help.acsiss.com.au/__attachments/a_1cbe579854e5eb3080c9a898d76c7180aab3f07844cee69a5e21aef3742a4dc7/verify%20email.png?cb=540dcede0ec1e524138c44f7a21f721c) Verification email 7. You will be taken to the ACSISS Registration Portal and will see the Account Activation Completed message, Click **Login** ![account activation complete.png](https://help.acsiss.com.au/__attachments/a_eee7aa951a986e69c7d075fb03b6726bd5a297ad7789497cd17c4a8b15a5e101/account%20activation%20complete.png?cb=a9fcb961f9b5427b66747910ba3edeab) Account activation complete message 8. Complete the **Create Company form** ,Review the Terms and Conditions**,** Accept the**Terms and Conditions** andClick **Save** ![create company screen.png](https://help.acsiss.com.au/__attachments/a_ac0d76e1251d61af878f14e51145a497d137b1f65e9e259266a06d4163bddbab/create%20company%20screen.png?cb=0bd62333f65409233853add039dcb42a) Create Company screen 9. You will be taken to the **Select a Plan** page, Click **Get Started** on your desired plan ![Pick a plan screen.png](https://help.acsiss.com.au/__attachments/a_f8f5fd1dc65c49f884abf8b01482b0905cf39a2b322a08eb6d6d12464897d548/Pick%20a%20plan%20screen.png?cb=3e0d04da7e5020aceda8c4db573e7599) Select a plan screen 10. Select your payment method *Note: You have the option within the portal to change the payment method* ![Pick a payment method.png](/__attachments/a_1c6492f3fab125c4e49cb53721807e59cbea90095158c6a143344a86b41d5251/Pick%20a%20payment%20method.png?cb=c2aa58bc23c658418f553cf82b9967a5) Select a payment method screen 11. Review the details in the Checkout, Enter any applicable discount codes, click **Apply Code** then Click **Checkout** 12. Enter your Direct Debit details, Click **Confirm Payment** OR Enter your Credit Card details and Click **Subscribe** 13. A Success message will display,Click**Ok** ![subscription success message.png](/__attachments/a_3e2a72b00eabb794b4f97d7ce95b83c5a5e914794a1336e98da95c1d76ba76ec/subscription%20success%20message.png?cb=34215990343bdd41d8b6828ea39d8f19) Subscription success message You are now subscribed to ACSISS Connect; you can manage your subscription at any time by logging into the ACSISS registration portal. ## πŸ“‹ Related articles * [6. Bank Statement Processing Enabled](https://help.acsiss.com.au/connect/6-bank-statement-processing-enabled.md) * [SAP Business One User Guide](https://help.acsiss.com.au/connect/sap-business-one-user-guide.md) * [7. Bank Statement Processing Disabled](https://help.acsiss.com.au/connect/7-bank-statement-processing-disabled.md) * [5. Importing Bank Transactions](https://help.acsiss.com.au/connect/5-importing-bank-transactions.md) * [4. Give Consent for a Bank Feed, SAP](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-sap.md) --- language: "en" --- # 2025/08/05 - Connect v1.0.13572.0 **Release Date:** 2025-08-05 **Version:** 1.0.13572.0 *** ** * ** *** ## Summary This release introduces a smarter setup experience, clearer account information, and improved transaction management. Minor backend fixes enhance reliability. *** ** * ** *** ### πŸ†• New Features * **Dynamic Setup Page:** Actions shown based on user status: * *New Registration* button for new users * *Verify Credentials* button if credentials are entered but unverified * *Go to ACSISS Registration Website* link for verified users * *Enable CDR Feeds* button, shown until enabled * **Transaction Management:** * Cleaner, simplified action bar * Better organised transaction menus * Consistent use of the term *Transactions* throughout the app *** ** * ** *** #### πŸ› οΈ Bug Fixes * Resolved an issue with URL generation that impacted credential verification flows *** ** * ** *** #### ![warning](https://help.acsiss.com.au/__attachments/a_b0ee0cb2970cb5aaf3db05599d731fa1c8f98700c541300f3137e121a7d3443b/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) Known Issues * No known issues in this release *** ** * ** *** --- language: "en" --- # 2025/08/20 - Connect v1.2.13605.0 **Release Date:** 2025-08-21 **Version:** 1.2.13605.0 *** ** * ** *** ## Summary * This release significantly modernises the ACSISS Connect extension by improving the user experience, reliability, and code quality. All while maintaining full backward compatibility. *** ** * ** *** ## Pages and User Interface Changes ### πŸ–₯️ All Screens * If the user is not a member of the SISS DATA FEEDS Role, none of our API related code executes * Graceful degradation in case of API errors * If errors occur, the user receives a more user-friendly message, rather than the system crashing. * The message has similar content, so we can still see the error message. * Job queues should never receive error responses, so they shouldn't get disabled. #### Bank Account List Page * Action Added: "Get ACSISS Bank Transactions" is now available in the action menu and visible when any account has a SIS Account ID. * Selecting the action opens the SIS Bank Statements page, displaying all transactions for all accounts. ##### Bank Account Card Page * Action Added: "Get ACSISS Bank Transactions" is now available in the action menu and visible when any account has an SIS Account ID. * Selecting the action opens the SIS Bank Statements page, displaying all transactions for the account being viewed. * FlowFields: Calculated FlowFields for SIS data (Practice ID, Client ID, My Data User info) added. This is to reduce updates to the same field on the Bank Account Table and our SISS Bank Accounts table. * Support Info: Enhanced support information section * CDR Support section is hidden if the bank feed is a Direct Feed. * Transaction Field: Added "Last Transaction ID" text field with proper left alignment #### Bank Feeds Setup Page * Context-Aware Buttons: Visibility now based on credential status. * Button Logic: * "New Registration" appears when credentials are missing * "Go to ACSISS Registration Website" appears when credentials are present * Authentication: "User Authentication Confirmation" shows only when not validated; automatic credential validation triggers on field changes. * User Guidance: Enhanced guidance for setup completion. Registration portal URLs updated to [http://acsiss.com.au](http://acsiss.com.au/). o Added Status Page Button. ##### Map Connected Bank Accounts Page * Fields Added: Currency Code, Bank Product Name, Data Collection Expiry Date, and Days Left Until Data Collection Expiry. * Visibility: Conditional field visibility for CDR vs Direct feeds. * Data Collection Expiry Date and Days Left Until Data Collection Expiry only have values if it is a CDR Feed * Consent: "Amend Data Collection Consent" button added for CDR feeds only -- *hidden until this feature is completed.* * Will display in the button bar when you select a CDR Feed account ##### Bank Transactions Page Β· Improved the Get Latest ACSISS Bank Transactions and Get ACSISS Bank Transactions by Date processing o Processes faster. o Messaging when no new data found. #### πŸ†• New Features * **ACSISS Activities Cue Cards for Role Centre:** * Number of Bank Transactions that haven't been added to a BAR or PRJ. * Opens Bank Transactions when clicked * Expiry Warnings: 30-day and 7-day expiry alerts. * Opens Map Connected Bank Accounts when clicked. * API Connectivity - displays the number of days since transactions were collected. * Opens new API Logs when clicked. * Notifications - filtered notifications for cue card drill-downs. * Only appears on: * Accountant Role Center * Business Manager Role Center * **API Log Page:** * Shows every API call made for the last 20 days * Purging of logs older than 30 days happens once a day (after the first API call of the day) * **New Permission Sets:** * SIS_BANK_FEEDS - Provides full access to all ACSISS Connect components * SIS_BANK_READ - Provides read access only. Users with this permission set can read transactions, import transactions to the PRJ and BAR, but cannot add bank feeds. * SIS_BANK_SETUP - Provides access to the ACSISS Bank Feeds Setup screen only. *** ** * ** *** ## Backend and Technical Improvements ### 🐞 Bug Fixes * Β·API Handling: Improved URL handling via centralized GetApiUrl function. #### πŸ› οΈ Error Handling \& Reliability * Error System: HTTP status code handling with retry logic for 5xx server errors using exponential backoff (250ms, 500ms, 1s). * Classification: Errors are categorised as ClientError, ServerError, UnknownError, and Configuration errors. * User Messaging: Technical server responses replaced by user-friendly messages. * Logging: Enhanced logging with error type classification. ##### βœ… Code Architecture \& Quality * NEW: SIS Utility Functions Codeunit for safe JSON processing. * Improvements to Get Transactions * Processing improved * Code duplication eliminated * Compatibility: AppSource-compliant backward compatibility with obsolete wrapper methods. ##### πŸ“Š Data Management * NEW: SIS Cue Table for tracking consent expiry and unallocated transactions. * FlowFields: Calculated FlowField architecture eliminates data duplication. * Consent Tracking: Automated expiry calculations and notifications. ##### πŸ›‘οΈ Testing \& Compliance * Unit Testing: Enhanced coverage for configuration validation. * Integration Testing: Consent expiry monitoring tests added. * AppSource Compliance: Proper handling of obsolete fields. * ActionRef Syntax: Compliance achieved for promoted actions. * API Changes: Non-breaking updates for backward compatibility. *** ** * ** *** --- language: "en" --- # 2025/11/11 - Connect v1.3.13607.0 **Release Date:** 2025-11-11 **Version:** 1.3.13607.0 *** ** * ** *** ## Summary This release introduces one bug fix only. *** ** * ** *** ### πŸ› οΈ Bug Fixes Addressed historical issue where Bank Account ID was used for SISS Client ID. To allow user to see older accounts which are still active when trying to map accounts. Fixed issue where it was trying to search using \< 30 characters, when it should have been \< 20 characters. *** ** * ** *** #### ![warning](https://help.acsiss.com.au/__attachments/a_b0ee0cb2970cb5aaf3db05599d731fa1c8f98700c541300f3137e121a7d3443b/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) Known Issues * No known issues in this release *** ** * ** *** --- language: "en" --- # 2025/12/08 - Connect v1.4.13612.0 **Release Date:** 2025-12-08 **Version:** 1.4.13612.0 *** ** * ** *** ## Summary This critical release addresses a severe bug that was causing API credentials to be wiped out during normal operations, requiring customers to re-enter their credentials. It also improves the user interface with updated action captions and tooltips. *** ** * ** *** ### πŸ› οΈ Bug Fixes * Resolved the root cause of API credentials being inadvertently cleared during transaction retrieval and other operations * Fixed multiple areas where empty record buffers were overwriting the singleton setup record * Added defensive coding practices to prevent future credential loss issues *** ** * ** *** #### πŸ†• User Interface Polish **Changes:** Updated action captions and tooltips for bank transaction retrieval on Bank Reconciliation and Payment Reconciliation pages for improved clarity and consistency. **Impact:** Improved user experience with clearer, more descriptive action button labels. *** ** * ** *** #### ![warning](https://help.acsiss.com.au/__attachments/a_b0ee0cb2970cb5aaf3db05599d731fa1c8f98700c541300f3137e121a7d3443b/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) Known Issues * No known issues in this release *** ** * ** *** --- language: "en" --- # 2026/05/19 - Connect v1.1.6.13641.0 **Release Date:** 2026-05-19 **Version:** 1.6.13641.0 *** ** * ** *** ## Summary This release introduces improvements to the Connect Bank wizard, streamlining the bank account connection process through reduced manual input steps and updated authentication. It also adds new administrator controls for how the Statement Ending Balance is populated on Bank Reconciliations. *** ** * ** *** ### πŸ†• New Features #### **Connect Bank Wizard** * The company ABN is now automatically sourced from Company Information and passed during the consent flow, removing the need for manual entry * A default email address can be configured on the ACSISS Bank Feeds Setup page and is pre-populated in the Connect Bank wizard. The field is also populated automatically from previous bank connections * Historical transaction data collected when connecting a new bank account is limited to 14 days * Multi-factor authentication (MFA) app verification has been replaced with email one-time password (OTP) authentication. This applies to new customer sign-up, portal sign-in, and new bank account connections. No configuration is required **Bank Feeds Setup** * A new *Statement Ending Balance Option* field is available in the Options group on the ACSISS Bank Feeds Setup page. This controls how the Statement Ending Balance is populated when ACSISS creates a Bank Reconciliation. Available options: * *Leave Blank* --- field is left at zero for manual entry (default for new installs) * *Use Last Closing Balance* --- calculated as the prior closing balance plus imported transaction amounts * *Use ACSISS EOD Balance* --- set to the end-of-day balance reported by the bank (default for existing customers on upgrade) **Upgrade Behaviour** | Scenario | Result | |---------------------------------------------------------------------------|------------------------------------| | Existing customer, Statement Ending Balance Option not previously changed | Migrated to Use ACSISS EOD Balance | | Existing customer, Statement Ending Balance Option previously customised | Existing value preserved | | New install | Defaults to Leave Blank | | New company on existing multi-company tenant | Defaults to Leave Blank | New error code added: ACSISS-0013 (Info) --- logged when the Statement Balance Option is set to Use ACSISS EOD Balance during upgrade. *** ** * ** *** **Important Notes** * Historical transactions collected at connection time are chargeable. Review usage and connectivity plans before connecting new accounts. *** ** * ** *** #### Known Issues * No known issues in this release *** ** * ** *** --- language: "en" --- # 2026/07/23 - Connect v1.7.13661.0. **Release Date:** 2026-07-24 **Version:** 1.7.13661.0. *** ** * ** *** ## Summary This release makes connected bank-account matching substantially more reliable --- tolerating formatting differences and supporting masked credit-card numbers --- adds a new administrator control over currency-code updates during bank feed mapping, and fixes two issues where upgrade migrations or stale stored values could silently override what the customer saw or chose. *** ** * ** *** ### Release Highlights * **Map Connected Bank Accounts --- far more reliable account matching:** Connected bank accounts now match your Business Central bank accounts even when BSB or account numbers are formatted differently (dashes, spaces), and credit cards with masked numbers from the bank can now be matched safely on their last four digits. * **New Currency Code Update Mode setting:** Administrators can now control whether mapping a bank feed writes the feed's currency code onto the bank account --- never, always, or only for foreign (non-local) currencies. Existing customers maintain their current behaviour; new installs default to updating only foreign currencies. * **Statement Balance Option choice now preserved across upgrades:** Fixed an issue where every release upgrade could silently switch a customer's "Leave Blank" statement balance setting back to "Use ACSISS EOD Balance". * **Accurate "Days to Expiry" figure:** The Map Connected Bank Account page now recalculates the consent days-to-expiry at display time, so it always matches the expiry date shown beside it. *** ** * ** *** ### πŸ†• New Features #### **Currency Code Update Mode** A new "Currency Code Update Mode" field is available in the Options group on the ACSISS Bank Feeds Setup page. It controls whether the Map Bank Feed action writes the feed's currency code onto the Business Central bank account. * **Never Update** --- The bank account's Currency Code is never touched when mapping a feed. * **Update All Currencies** --- The feed's currency code is written whenever the bank account's Currency Code is blank, and the currency exists in the Currencies list. This matches the behaviour of all prior releases and is what existing customers are migrated to. * **Update Non-LCY Only** --- The currency code is written only when it differs from the company's local currency (LCY). Local-currency accounts keep a blank Currency Code, which is the Business Central convention. This is the default for new installs. In every mode, an already-populated Currency Code is never overwritten. The comparison against the local currency is case-insensitive, and if the ACSISS Bank Feeds Setup or General Ledger Setup record cannot be read, the field is safely left untouched. **Upgrade Behaviour** | Scenario | Result | |--------------------------------------------------------------------|--------------------------------------------------------------------------------------| | Existing customer upgrading to this release | **Update All Currencies** --- preserves the behaviour of prior releases | | New install | Update Non-LCY Only | | New company added to an existing multi-company tenant | Update Non-LCY Only | | Any customer who later changes the setting, on subsequent upgrades | Unchanged --- the migration runs exactly once, so the customer's choice is preserved | New error code added: `ACSISS-0014` (Info): Set Currency Code Update Mode to Update All Currencies during upgrade. *** ** * ** *** #### Known Issues * No known issues in this release *** ** * ** *** --- language: "en" --- # 3. License the ACSISS Service To use ACSISS Connect, users must first [register for the service on the SISS Data Services registration portal](https://register.acsiss.com.au/Billing/Manage/CreateCompany?integrationid=fe390dde-42d5-46e4-9f67-10e488692394) Users cannot license the service without completing registration. ## Instructions 1. Login to the ACSISS registration portal / navigate to your **Company Profile** / click **Generate Keys** / A spinner button will appear for 10 -- 15 seconds while the keys are being generated 2. ![image-20220329-024704.png](https://help.acsiss.com.au/__attachments/a_4483a2f2ac4c2bf1f28588fa72dadd75c832b8d83d8551e2a8bb684db2a8acc7/image-20220329-024704.png?cb=2642fcac04bd96c50242d865b2c23034) The spinner will stop, and the **Company Keys** will be shown *Note: you can come back to this screen at anytime and click* ***View Keys*** *to display them. If you are concerned that your Subscription Key or Client Secret have been compromised, click refresh to generate new keys accordingly.* 3. ![image-20220329-024745.png](https://help.acsiss.com.au/__attachments/a_e1e40312393d7657c9d4b723a64207f518e0742b7f56674cd296607d3605ab3e/image-20220329-024745.png?cb=e25e996edab50860e8be593f4c562990) Go to Business Central / **ACSISS Bank Feed Setup** / Enter your **Client ID** , **Client Secret** and **Subscription Key**from step 1 4. ![image-20220329-025151.png](https://help.acsiss.com.au/__attachments/a_59b0e47684a9c3c8fdea62796e60932d51c47d24ec5a7d2809afe0c1c858d0d8/image-20220329-025151.png?cb=243d6f882b5e24d6166c83935fd59ea7) Click**Actions** /**Authenticate User Confirmation** 5. A pop-up box will appear asking If you will allow this request / select **Allow Always** / **OK** 6. A pop-up box will appear reading Authentication Ok / click **OK** 7. The **Validation Status** will update to "Validated" ![Picture1.png](https://help.acsiss.com.au/__attachments/a_48419f60484e6ccecdaede7d6c4e3ace455714cb531656f4db3c71bf61d42609/Picture1.png?cb=ac3089398f1946b45b2e50c75491ddf6) Your ACSISS Connect licensing is complete; You are now ready to give consent for your bank feeds. ## Related articles * [1. Install ACSISS Connect](https://help.acsiss.com.au/connect/1-install-acsiss-connect.md) * [9. Import to Payment Reconciliations Journals](https://help.acsiss.com.au/connect/9-import-to-payment-reconciliations-journals.md) * [5. Schedule your Transaction Imports using the Job Queue](https://help.acsiss.com.au/connect/5-schedule-your-transaction-imports-using-the-job-.md) * [2. Register with SISS Data Services (CDR)](https://help.acsiss.com.au/connect/2-register-with-siss-data-services-cdr.md) * [3. License the ACSISS Service](https://help.acsiss.com.au/connect/3-license-the-acsiss-service.md) * [D365 Business Central User Guide - up to v 1.0.11328.0](https://help.acsiss.com.au/connect/d365-business-central-user-guide-up-to-v-1-0-11328.md) * [2. Register with SISS Data Services](https://help.acsiss.com.au/connect/2-register-with-siss-data-services.md) * [1. Install ACSISS Connect (CDR)](https://help.acsiss.com.au/connect/1-install-acsiss-connect-cdr.md) * [10. Disconnect a Bank Feed](https://help.acsiss.com.au/connect/10-disconnect-a-bank-feed.md) * [7. Manual data import to ACSISS Bank Statements](https://help.acsiss.com.au/connect/7-manual-data-import-to-acsiss-bank-statements.md) * [8. Import to Bank Account Reconciliations](https://help.acsiss.com.au/connect/8-import-to-bank-account-reconciliations.md) * [D365 Business Central User Guide - CDR and Direct feeds](https://help.acsiss.com.au/connect/business-central-user-guide---cdr-and-direct.md) * [3. License the ACSISS Service (CDR)](https://help.acsiss.com.au/connect/3-license-the-acsiss-service-cdr.md) * [4. Give Consent for a Bank Feed (Direct feed only)](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-direct-feed-only.md) * [6. Using Bank Transactions (ACSISS Bank Statements menu)](https://help.acsiss.com.au/connect/6-using-bank-transactions-acsiss-bank-statements-m.md) --- language: "en" --- # 3. License the ACSISS Service (CDR) To use ACSISS Connect, users must first [register for the service on the SISS Data Services Registration Portal](https://register.acsiss.com.au/Billing/Manage/CreateCompany?integrationid=fe390dde-42d5-46e4-9f67-10e488692394) Users cannot license the service without completing registration. ## Instructions 1. Log in to the **ACSISS registration portal** \> navigate to your **Company Profile** \> click **Generate Keys** \> A spinner button will appear for 10 -- 15 seconds while the keys are being generated ![image-20250804-063605.png](https://help.acsiss.com.au/__attachments/a_33dcb42c6fdd44847af7012cce0719c491cd5fb4251612049cf6b6302b977bcd/image-20250804-063605.png?cb=144d05b4a2bd75684d8953d870054fce) 2. The spinner will stop, and the **Company Keys** will be shown *Note: You can return to this screen and click* ***View Keys*** *to display them. If you are concerned that your Subscription Key or Client Secret has been compromised, click refresh to generate new keys.* ![image-20250804-063831.png](https://help.acsiss.com.au/__attachments/a_0727b74bddaad6b14e47386b39ac3f0d7208e3f0a53e4fa9d845593ddfe352ad/image-20250804-063831.png?cb=2c229e1a3407deb67f9f32ee87fe99c9) 3. Go to Business Central \> **ACSISS Bank Feed Setup** \>Click the **Edit** button \> Enter your **Company Keys** (Subscription Key, Client ID, and Client Secret) \> Click **User Authentication Confirmation** ![image-20250804-064413.png](https://help.acsiss.com.au/__attachments/a_35b22092173b4f147eff6a9b429d8fb618ecc98f7b3a140e69aae7117703f2e0/image-20250804-064413.png?cb=364894295b0ce74c8ef85c49860386ee) 4. A pop-up box will appear reading Authentication Ok \> click **OK** 5. The **Validation Status** will update to "Validated" ![image-20250804-232244.png](https://help.acsiss.com.au/__attachments/a_bed3bb5300bb349e59617509da8f4b63f4799cc41d646724876fd0ba6fcf011e/image-20250804-232244.png?cb=7a50c3469ad831f3a1b83966f540233e) Your ACSISS Connect licensing is complete; You are now ready to give consent for your bank feeds. --- language: "en" --- # 3. License the ACSISS Service, Jiwa This article explains how to license ACSISS Connect in Jiwa 7. ## πŸ“˜ Instructions 1. Login to the [ACSISS Registration Portal](https://register.acsiss.com.au/), navigate to your company profile and click **Generate Keys**(once keys have created, the button label will change to View Keys) 2. Click **View Keys**- your Subscription Key, Client ID and Client Secret and with be displayed ![company keys screen.png](https://help.acsiss.com.au/__attachments/a_b045b07fcbec702100a88fd0c61142b778d543b4babf4084cdb6a2c7e83837dc/company%20keys%20screen.png?cb=29ae700314e49152fb5bb34383965468) Company keys screen 3. From Jiwa7, navigate to **System Settings / ACSISS Connect / ACSISS Bank Feeds** 4. Go to the **Setup** tab and enter your **Client ID** , **Client Secret** and **Subscription Key**(from step 2) 5. Click **Save Settings**-- this action authenticates you as a user, you should see the message "Credentials Saved Successfully" if not, an error message will be displayed ![authenticate user.png](https://help.acsiss.com.au/__attachments/a_c88af7b3d96e8d7b86a1068761cc85efeb010626982b73ced3580faece4a295a/authenticate%20user.png?cb=e8acf9ee1da86b07a34529d8c8acdada) *** ** * ** *** Entering your keys into the Setup tab is best achieved by copying and pasting the values. Your ACSISS licensing is complete, you can now start the consent process. ## πŸ“‹ Related articles * [1. Install the ACSISS Connect Add-on, Jiwa](https://help.acsiss.com.au/connect/1-install-the-acsiss-connect-add-on-jiwa.md) * [6. Disconnect a Bank Feed, Jiwa](https://help.acsiss.com.au/connect/6-disconnect-a-bank-feed-jiwa.md) * [5. Importing Bank Transactions, Jiwa](https://help.acsiss.com.au/connect/5-importing-bank-transactions-jiwa.md) * [4. Give Consent for a Bank Feed, Jiwa](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-jiwa.md) * [3. License the ACSISS Service, Jiwa](https://help.acsiss.com.au/connect/3-license-the-acsiss-service-jiwa.md) --- language: "en" --- # 3. License the ACSISS Service, SAP This articles explains how to license ACSISS Connect in SAP Business One. ## πŸ“˜ Instructions 1. Login to the [ACSISS Registration Portal](https://register.acsiss.com.au/), navigate to your company profile and click **Generate Keys**(once keys have created, the button label will change to View Keys) 2. Click **View Keys**- your Subscription Key, Client ID and Client Secret and with be displayed ![company keys screen.png](https://help.acsiss.com.au/__attachments/a_a5e1560f78700a2b312d9a16e45e7fffd6889df1641c6a672447f8f75933d16f/company%20keys%20screen.png?cb=29ae700314e49152fb5bb34383965468) Company keys screen 3. From Business One, navigate to **Administration / Setup / Banking / ACSISS Data Bank Feeds / ACSISS Data Settings** 4. Go to the **Setup** tab and enter your **Client ID** , **Client Secret** and **Subscription Key**(from step 2) ![Feed settings screen.png](https://help.acsiss.com.au/__attachments/a_616e7ed075ea4e84b1a596ecd9c315f957a62dca041320d40a211f83cea2591b/Feed%20settings%20screen.png?cb=f48acb4567af8d31966da2288e1d4e79) Setup tab on the feed settings screen 5. Click **Save Settings**-- this action authenticates you as a user, you should see the message "Credentials Saved Successfully" if not, an error message will be displayed *** ** * ** *** Entering your keys into the Setup tab is best achieved by copying and pasting the values. Your ACSISS licensing is complete, you can now start the consent process. ## πŸ“‹ Related articles * [6. Bank Statement Processing Enabled](https://help.acsiss.com.au/connect/6-bank-statement-processing-enabled.md) * [SAP Business One User Guide](https://help.acsiss.com.au/connect/sap-business-one-user-guide.md) * [7. Bank Statement Processing Disabled](https://help.acsiss.com.au/connect/7-bank-statement-processing-disabled.md) * [5. Importing Bank Transactions](https://help.acsiss.com.au/connect/5-importing-bank-transactions.md) * [4. Give Consent for a Bank Feed, SAP](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-sap.md) --- language: "en" --- # 4. Give Consent for a Bank Feed ACSISS Connect bank feeds require consent from the account holder and approval from the bank. Select one of the articles below in the Related Articles section and follow the steps to connect a bank feed using CDR or Direct Feeds. **Bank feed type comparison** | | **CDR bank feeds** | **Direct bank feeds** | |--------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------| | Online consent | ![check mark](https://help.acsiss.com.au/__attachments/a_415ce916a45bfaf53853321c89db8a8ab2a9eb04c199e6e94e96ec6418c85d5e/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ANZ and WBC only | | Consent duration | Annual reconsent | Perpetual | | Instant approval | ![check mark](https://help.acsiss.com.au/__attachments/a_415ce916a45bfaf53853321c89db8a8ab2a9eb04c199e6e94e96ec6418c85d5e/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ANZ only | | No password sharing | ![check mark](https://help.acsiss.com.au/__attachments/a_415ce916a45bfaf53853321c89db8a8ab2a9eb04c199e6e94e96ec6418c85d5e/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](https://help.acsiss.com.au/__attachments/a_415ce916a45bfaf53853321c89db8a8ab2a9eb04c199e6e94e96ec6418c85d5e/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | | Historical data | ![check mark](https://help.acsiss.com.au/__attachments/a_415ce916a45bfaf53853321c89db8a8ab2a9eb04c199e6e94e96ec6418c85d5e/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![cross mark](https://help.acsiss.com.au/__attachments/a_7eb00629e7d7244c899e58f62ce9257fbfe835fd8cfdbd71cfb680cc0067dca3/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) | | Supported banks | All Australian banks and brands | ANZ, CBA, NAB, WBC, STG, BOQ, Bendigo, Bank of SA, Bank of Melbourne, Macquarie, RaboBank and Rural Bank | | Account or Product type availability | All - transaction, loan, credit, and term deposits | Limited - transaction accounts only. | | Secure | ![check mark](https://help.acsiss.com.au/__attachments/a_415ce916a45bfaf53853321c89db8a8ab2a9eb04c199e6e94e96ec6418c85d5e/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](https://help.acsiss.com.au/__attachments/a_415ce916a45bfaf53853321c89db8a8ab2a9eb04c199e6e94e96ec6418c85d5e/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | | Accurate and Reliable | ![check mark](https://help.acsiss.com.au/__attachments/a_415ce916a45bfaf53853321c89db8a8ab2a9eb04c199e6e94e96ec6418c85d5e/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | ![check mark](https://help.acsiss.com.au/__attachments/a_415ce916a45bfaf53853321c89db8a8ab2a9eb04c199e6e94e96ec6418c85d5e/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) | | Cost | CDR-only feeds start from $25/month | Direct feed + CDR start from $49/month | Users cannot import transactions until a bank feed is Active and the account has been mapped. --- language: "en" --- # 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) 2. ![image-20220329-032827.png](https://help.acsiss.com.au/__attachments/a_1f9374a94535117e93777e3825b37ca17cc2291681dee931ed343ff101780887/image-20220329-032827.png?cb=808e86219669e221136df1646657b89d) 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** 3. ![image-20220329-034633.png](https://help.acsiss.com.au/__attachments/a_834619738265581bfa6ce92d6a77e4561b2291c57f599a5352ba232e6678ce2c/image-20220329-034633.png?cb=da5c6e100506e7da8941aa6a8081a6a0) You will return to the **Bank Account Card** / click **Actions** / **ACSISS Actions** / **Register Bank Account** 4. ![image-20220329-034722.png](https://help.acsiss.com.au/__attachments/a_0276de15083ae2e0b79fe6fa171d9292e7a7e2d5de0fa2676bb5d5787c6c36cc/image-20220329-034722.png?cb=1a2f59558658e350394b578441d16cf2) 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.* 6. ![image-20220329-034923.png](https://help.acsiss.com.au/__attachments/a_56b16061fd195b7ffbcea06842ad676738d2d8ac0f70d9521d50e70308848935/image-20220329-034923.png?cb=1a9c73e497d960a9d20e87d2ba1cf792) **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](mailto: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 ⬇ ++Received:++ The CAF has been received by SISS Data Services ⬇ ++Active:++ The consent has been approved by the bank ## Related articles * [1. Install ACSISS Connect](https://help.acsiss.com.au/connect/1-install-acsiss-connect.md) * [9. Import to Payment Reconciliations Journals](https://help.acsiss.com.au/connect/9-import-to-payment-reconciliations-journals.md) * [5. Schedule your Transaction Imports using the Job Queue](https://help.acsiss.com.au/connect/5-schedule-your-transaction-imports-using-the-job-.md) * [2. Register with SISS Data Services (CDR)](https://help.acsiss.com.au/connect/2-register-with-siss-data-services-cdr.md) * [3. License the ACSISS Service](https://help.acsiss.com.au/connect/3-license-the-acsiss-service.md) * [D365 Business Central User Guide - up to v 1.0.11328.0](https://help.acsiss.com.au/connect/d365-business-central-user-guide-up-to-v-1-0-11328.md) * [2. Register with SISS Data Services](https://help.acsiss.com.au/connect/2-register-with-siss-data-services.md) * [1. Install ACSISS Connect (CDR)](https://help.acsiss.com.au/connect/1-install-acsiss-connect-cdr.md) * [10. Disconnect a Bank Feed](https://help.acsiss.com.au/connect/10-disconnect-a-bank-feed.md) * [7. Manual data import to ACSISS Bank Statements](https://help.acsiss.com.au/connect/7-manual-data-import-to-acsiss-bank-statements.md) * [8. Import to Bank Account Reconciliations](https://help.acsiss.com.au/connect/8-import-to-bank-account-reconciliations.md) * [D365 Business Central User Guide - CDR and Direct feeds](https://help.acsiss.com.au/connect/business-central-user-guide---cdr-and-direct.md) * [3. License the ACSISS Service (CDR)](https://help.acsiss.com.au/connect/3-license-the-acsiss-service-cdr.md) * [4. Give Consent for a Bank Feed (Direct feed only)](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-direct-feed-only.md) * [6. Using Bank Transactions (ACSISS Bank Statements menu)](https://help.acsiss.com.au/connect/6-using-bank-transactions-acsiss-bank-statements-m.md) --- language: "en" --- # 4. Give Consent for a Bank Feed, Jiwa This article describes how to give consent for a direct bank feed. The majority of banks require a Customer Authority Form (CAF) to be created, printed and signed with blue or black pen, before sending it to us for processing. Digital signatures will not be accepted. Transactions are supplied from the date of approval, or when the feed status becomes **Active**. Historical transactions are not made available. You can begin to import transactions once the Feed Status is Active. ## πŸ“˜ Instructions 1. Go to **System Settings / ACSISS Connect / ACSISS Bank Feeds /** and open the **Add Account** tab 2. Enter your bank details, all fields are mandatory - a basic level of validation is performed during the setup of the feed. **Field definitions and accepted values** ++Account Name:++ *Name of account eg. "Operations", "Everyday Transaction Account" this name is primarily for your identification of the account* ++Account BSB:++ *any valid BSB -- should be BSB of the account being setup as seen on a Bank Statement or Internet Banking* ++Account Number:++ *Should be valid number of the bank account being setup as seen on a Bank Statement or Internet banking. eg CBA requires 8 digits "45456569"* ++Institution:++ *Select the account's financial institution eg "CBA"* ++GL Bank Account:++ *Select the corresponding GL code. Note that each bank account requires a specific GL code.* 3. Click **Register Account** ![add account screen.png](https://help.acsiss.com.au/__attachments/a_3e8334e715d923d775b21f373e8d0864ae67ab063f1d6990bafc4088897a8618/add%20account%20screen.png?cb=540749bb0f408c28b90176f702ee0826) 4. ACustomer Authority Form (CAF) will download automatically ![caf sample.png](https://help.acsiss.com.au/__attachments/a_8c34f05e45dc1529afeb11ebd068dc06d36427feeee289cbb9ce1872a7c7714e/caf%20sample.png?cb=e1c6c2755029ff4710c09ef27f8f842c) Sample CBA CAF 1. ++All accounts excluding ANZ and Westpac++ Go to downloads / Print the form / Sign the form (with wet ink) / Return the form to SISS Data Services for processing: Email: [sissdataforms@siss.com.au](mailto:sissdataforms@siss.com.au) Fax: (02) 9439 4663 Post: Locked Bag 3060, Crows Nest, Sydney NSW 1585 2. ++ANZ and Westpac accounts only++ Go to downloads / Open the CAF / Read the instructions / Follow the instructions for the bank's online consent process: 5. Go to the **Status** tab/ The account will appear in this table / Take note of the value in the **Feed Status** column ![status screen.png](https://help.acsiss.com.au/__attachments/a_728c7dcbb53c81d17ec60c4f2004e48efaefa15a991e9aeb8d5f77ce6f49f053/status%20screen.png?cb=c18ccafb2c194e75355bbf03c07a823d) Bank feed status screen ++Bank Account Consent Status Flow++ **Created**: The CAF for the account has been generated and downloaded ⬇ **Received**: The CAF has been received by SISS Data Services ⬇ **Active**: The consent has been approved by the bank You are ready to import bank transactions once the feed status is **Active** ## πŸ“‹ Related articles * [1. Install the ACSISS Connect Add-on, Jiwa](https://help.acsiss.com.au/connect/1-install-the-acsiss-connect-add-on-jiwa.md) * [6. Disconnect a Bank Feed, Jiwa](https://help.acsiss.com.au/connect/6-disconnect-a-bank-feed-jiwa.md) * [5. Importing Bank Transactions, Jiwa](https://help.acsiss.com.au/connect/5-importing-bank-transactions-jiwa.md) * [4. Give Consent for a Bank Feed, Jiwa](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-jiwa.md) * [3. License the ACSISS Service, Jiwa](https://help.acsiss.com.au/connect/3-license-the-acsiss-service-jiwa.md) --- language: "en" --- # 4. Give Consent for a Bank Feed, SAP This article describes how to give consent for a direct bank feed. The majority of banks require a Customer Authority Form (CAF) to be created, printed and signed with blue or black pen, before sending it to us for processing. Digital signatures will not be accepted. Transactions are supplied from the date of approval, or when the feed status becomes **Active**. Historical transactions are not made available. You can begin to import transactions once the Feed Status is Active. ## πŸ“˜ Instructions 1. Go to **Administration / Setup / Banking / ACSISS Data Bank Feeds / ACSISS Data Settings /Add Account** ![add acccount screen.png](https://help.acsiss.com.au/__attachments/a_3b3ea760be6a2c97d884dde7596bf47fc669610ebc24522922a58be4b88a8305/add%20acccount%20screen.png?cb=51508fa49eab5e8625ee0abc3752e13a) 2. Enter your bank details, all fields are mandatory - a basic level of validation is performed during the setup of the feed. **Field definitions and accepted values** ++Account Name:++ *Name of account eg. "Operations", "Everyday Transaction Account" this name is primarily for your identification of the account* ++Account BSB:++ *any valid BSB -- should be BSB of the account being setup as seen on a Bank Statement or Internet Banking* ++Account Number:++ *Should be valid number of the bank account being setup as seen on a Bank Statement or Internet banking. eg CBA requires 8 digits "45456569"* ++Institution:++ *Select the account's institution eg "CBA"* ++General Ledger:++ *Select the corresponding GL code. Note that each bank account requires a specific GL code. Multiple bank feeds cannot be linked to a single account.* 3. Click **Register Account** 4. ACustomer Authority Form (CAF) will download automatically ![caf sample.png](https://help.acsiss.com.au/__attachments/a_bf9cec82efd9b1f6e42bde6ad839105f8b4e24c738ace8c8f8f38ceabf95538c/caf%20sample.png?cb=e1c6c2755029ff4710c09ef27f8f842c) Sample CBA CAF 1. ++All accounts excluding ANZ and Westpac++ Go to downloads / Print the form / Sign the form (with wet ink) / Return the form to SISS Data Services for processing: Email: [sissdataforms@siss.com.au](mailto:sissdataforms@siss.com.au) Fax: (02) 9439 4663 Post: Locked Bag 3060, Crows Nest, Sydney NSW 1585 2. ++ANZ and Westpac accounts only++ Go to downloads / Open the CAF / Read the instructions / Follow the instructions for the bank's online consent process: 5. Go to the **Status** tab/ The account will appear in this table / Take note of the value in the **Feed Status** column ![feed settings complete.png](https://help.acsiss.com.au/__attachments/a_00e920f497a325da9ab2a78f1edd979fc923d6bef2cf5cc46844d48839777d4b/feed%20settings%20complete.png?cb=21da6f1c46e945ae4bba50c427127225) Feed Settings screen once consent has been submitted ++Bank Account Consent Status Flow++ **Created**: The CAF for the account has been generated and downloaded ⬇ **Received**: The CAF has been received by SISS Data Services ⬇ **Active**: The consent has been approved by the bank You are ready to import bank transactions once the feed status is **Active** The Bank Institution and the General Ledger account code are list boxes linked to the Bank Setup area of SAP Business One (Administration/Setup/Banking/House Banks). The House bank as defined in SAP Business One must be an Australian Bank (Bank/Country) and must be linked to a General Ledger account that is able to accept postings in Australian Dollars and is marked as a cash account (Financials/Chart of Accounts). If the House Bank in SAP Business One is not linked to a valid General Ledger account, you will be unable to import transactions. ## πŸ“‹ Related articles * [6. Bank Statement Processing Enabled](https://help.acsiss.com.au/connect/6-bank-statement-processing-enabled.md) * [SAP Business One User Guide](https://help.acsiss.com.au/connect/sap-business-one-user-guide.md) * [7. Bank Statement Processing Disabled](https://help.acsiss.com.au/connect/7-bank-statement-processing-disabled.md) * [5. Importing Bank Transactions](https://help.acsiss.com.au/connect/5-importing-bank-transactions.md) * [4. Give Consent for a Bank Feed, SAP](https://help.acsiss.com.au/connect/4-give-consent-for-a-bank-feed-sap.md) --- language: "en" --- # 5. Importing Bank Transactions The following import processes assume all the tasks in sections 1 to 4 of this document is complete. There are two possible interactions for bank transaction collecting depending on whether bank statement processing has been enabled in the SAP business One database. If bank statement processing has been enabled, then the bank feed will be found when a new bank statement summary is created. If bank statement processing has not been enabled, then the bank statement feed will be found in the process external bank statement menu. Each of the above options are mutually exclusive, i.e., the process external bank statement bank feed function will be disabled if bank statement processing has been turned on. ## πŸ“˜ Instructions * If you are using Bank Statement Processing, go to [6. Bank Statement Processing Enabled](https://help.acsiss.com.au/connect/6-bank-statement-processing-enabled.md) * If you are NOT using Bank Statement Processing, go to [7. Bank Statement Processing Disabled](https://help.acsiss.com.au/connect/7-bank-statement-processing-disabled.md) [Next Page](https://help.acsiss.com.au/llms-full.txt/1)